Table 1.

Preparatory work for telehealth conversion and methodology of implementation.

Workflows	Technology	Stakeholders	Considerations
Workforce regulations Notification of Telehealth transition	Email, WebEx, phone calls Email, phone call, text message	Clinicians, clerical staff, administrators Patient, family, care coordinators, external treatment providers	Consider factors to support and capture work from home productivity Utilize communication methods with highest likelihood of visibility; document attempts at communication
Consents/Telehealth Terms & Conditions	EMR, email	Patient, family	Signed/consented via email prior to telehealth use; uploaded/documented into EMR
Telehealth technology orientation (staff)	WebEx, Zoom	Administration, Clinical staff Information Technology (IT)	Provide virtual trainings of the features and functionality of telehealth platforms
Telehealth technology orientation (patient)	WebEx, Zoom, telephone, iPad		Provide as needed individualized instruction about telehealth platforms
Scheduling a group/individual session	EMR, Zoom, WebEx	Clinic administration, clinical staff	When possible, maintain the schedule and timing of services; maintain strong administrative support
Group expectations, i.e., “web-iquette”	Zoom, WebEx	Patients, clinical staff	Determine group rules and expectations that promote safety and confidentiality; proactively address interruptive behaviors (e.g., muting mic when not speaking, closing apps/programs that may be distracting, etc.)
Adapting group content	Zoom, WebEx	Clinical Staff	Familiarize yourself with the screensharing, annotation and document sharing functionality built-in to telehealth platform
Crisis Management	EMR, Zoom, WebEx	Clinical staff, on-call clinician	Utilize digital formats of safety planning; consider reviewing telehealth specific risk assessment practices
Billing	EMR	Clinic administration, clinical staff	CPT codes with a synchronous telehealth modifier

EMR, electronic medical record.