The following step-by-step process is intended to guide your practice through the implementation of telehealth. These first six steps are foundational to the planning your implementation. (The subsequent six steps focus on operationalizing telehealth.)
Step 1: Identifying a need
Prioritize issues identified by front-line staff that align with your organization’s strategic goals, and determine which can most likely be addressed by telehealth, such as:
- Revenue loss.
- Disruption in continuity of care low compliance.
- Clinician shortages.
- Ssocioeconomic or geographical barriers to in-person visits.
Related resources
Step 2: Forming a team
Consider organizing your key stakeholders into four teams: Core, Leadership, Advisory, and Implementation based on the criteria and responsibilities.
Related resources
- Team structure framework (PDF)
- Team structure worksheet (PDF)
- When to engage your teams (PDF)
Step 3: Defining success
Set goals with measurable metrics and a process for tracking your progress to guide your team along the way.
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Step 4: Evaluating the vendors
Evaluate vendors across criteria that will enable your goals; select a shortlist by speaking with organizations similar to yours.
Related resources
- Selecting a vendor guide (PDF)
- Vendor information intake form (PDF)
- Cybersecurity 101 (PDF)
Step 5: Making the case
Gaining buy-in from your Leadership Team is a key element of long-term success for your telehealth program. Without broader buy-in, it can be challenging to source the resources and prioritize time needed to make implementation successful.
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Step 6: Contracting
Lay the groundwork for a successful vendor relationship; ensure negotiations are captured in documents that protect both you and your new partner.
Related resources
The subsequent six steps focus on operationalizing telehealth and the unique considerations relevant to successfully integrating virtual visits into practice.
