The explosion of telehealth during the COVID-19 pandemic has pushed up the timetable on telehealth education for medical schools and residency programs. But the relative lack of training using this newer care modality hasn’t just been a challenge for physicians in training. Preceptors also suffer from lack of preparedness in making the transition from face-to-face visits to online consults.

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“While it may be tempting to long for a ‘return to normal’ in providing patient care and education, the reality is that, like telehealth, teleprecepting is the new normal,” wrote the authors of the “AMA Telehealth Clinical Education Playbook,” a new educator-directed guide focused on embedding educational interactions within a telehealth patient encounter. Download the playbook now.

The playbook accommodates the many different stages of telehealth implementation. Some educators, for example, might need to focus on telehealth competency, such as camera presence, voice modulation, patient-centeredness or communicating with surrogates.

“This is fundamentally different from focusing on providing quality patient care in telehealth settings,” wrote the authors, who were all drawn from member schools of the AMA Accelerating Change in Medical Education Consortium. “Each of these goals is equally valid and important to pursue, yet not all need be pursued simultaneously nor in any particular sequence because of the unique needs and resources of each health care clinical education setting.”

The playbook’s guidance is divided into these three main sections.

This includes an orientation on the history of telehealth, the basics of telehealth practice—including billing and documentation—the barriers and challenges to successful telehealth during the COVID-19 pandemic, and a glossary of common terms.

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“Telehealth education does not begin and end with the clinical telehealth patient encounter,” the playbook says. “There are key considerations and planning decisions required before the encounter and, in many cases, after the encounter that can greatly extend the quality and power of the learning experience.”

The authors then described four key steps to prepare your clinic or institution to ease the incorporation of telehealth into its existing educational and clinical infrastructure.

Use the four quadrants of telehealth training to identify your needs. Specifically: Optimize logistics, build skills, facilitate learning and innovate. This section includes a checklist.

Get to know the three phases of the telehealth encounter. It’s not just about what happens on screen. Telehealth encounters often include a pre-encounter phase and a post-encounter phase.

Assess how you might need to adapt encounters. “Review the operational and educational similarities and differences so the learner can use a familiar paradigm (in-person encounter) to better understand and prepare for the telehealth encounter,” the authors wrote. “Highlight the aspects of a patient encounter that are salient for both telehealth and in-person encounters,” such as rooming patients.

Review your goals and competencies. This helps to “identify content which is durable and transferrable, thus driving ‘intentionality’ in designing a successful education encounter,” they noted. “Whether and to what extent the objectives are accomplished becomes a critical part of evaluating success later.”

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The third part of the playbook goes deeper into the demands of the telehealth encounter and the educational encounter, as well as how to evaluate success.

The AMA Telehealth Clinical Education Playbook builds on the success of the AMA Telehealth Implementation Playbook. The AMA also has created the Telehealth Quick Guide with tips and tools for getting started, evaluating and selecting vendors, and workflow and patient care.

The AMA also helps guide physicians, practices and health systems in optimizing and sustaining telehealth at their organizations through the AMA Telehealth Immersion Program. The program is part of the AMA STEPS Forward™ Innovation Academy, which enables physicians to learn from peers and experts and discover ways to implement time-saving practice innovation strategies.

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