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. 2022 Aug 1;9:841309. doi: 10.3389/fmed.2022.841309

TABLE 4.

Checklist items for educators to plan and implement telehealth consultations for undergraduate students.

Category Item Check
Student preparation Ensure students have adequate communication skills and understand how to adapt these to the telehealth setting, e.g., active listening, client led, and counseling

Prepare students for telehealth setting using resources, videos, briefings, e.g., pre-recorded consults, practice with peers

Provide opportunities for students to practice skills using telehealth in a safe, supported environment using simulation or reviewing pre-recorded consults

Support student to build confidence in using technology

Facilitate the development of telehealth etiquette to improve engagement: appropriate responses in a telehealth consult, how to build and maintain rapport, the use of silence, the pace of the consult

Familiarize students with learning outcomes and assessment criteria

Educator preparation Identify learning outcomes of the consultation

Develop case scenarios that allow students to demonstrate relevant skills

Design simulation-based learning using evidence-based guidelines

Identify appropriate assessment tool to assess student skills

Familiarize self with student assessment tools

Develop technology skills for platform to be used e.g., waiting room function, recording function

Check audio and video quality of recordings

Gain consent for recording from students and simulated participants

Assessment Allow adequate time for consultation including bringing the client in from the waiting room and explaining the nature of the consultation, e.g., recording, assessor observing

Turn camera and microphone of supervisor off during consultation

Provide feedback via chat function to student if required to support learning*

Post-assessment Ensure that there is sufficient time allocated for student debrief

Make recordings available to students for self-reflection*

Ensure that there is sufficient time allocated for client debrief with students

Encourage student reflection

Arrange for moderation*

*Relevance of item will depend on whether assessment is formative or summative.