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When conducting a virtual visit, you may also using other communciaiton methods and tools to support the process. 

Email

Email is a complementary method of communication, to be used along with other methods. It is a form of one-way communication – it does not allow for an immediate exchange of ideas.

When to use it

Email can be used to communicate with patients/clients for:
  • Content that is longer than a text message
  • Content often saved for future reference
  • Attachments such as prescriptions, instructions, test results, etc.

Best use

  • Appointment reminders, follow ups, check-ins
  • Provide directional, important and timely information 
  • Share detailed information and data, such as educational information
  • Ensure there’s a record of your communication
  • Direct the receiver to an online source for more information
  • Provide brief status updates

Technical requirements

  • PHSA cell phone, desktop or laptop that can be used by the health care team
  • Access to the Internet through Wi-Fi or cellular data
  • PHSA staff email account
  • Patient’s personal email account

Benefits

  • Secured and encrypted for PHSA staff email
  • Patient needs to login to email account with username and password to retrieve email
  • Archived

Privacy and security 

Email accounts based in Canada (for example, Canadian providers such as TELUS) are covered by Canadian privacy laws, but those based in the United States (such as Gmail and Hotmail) are subject to American privacy laws.

Risk and limitation

  • No guarantee that patient is viewing/will respond to email
  • Could be sent to the wrong patient 
  • Difficult to document text message conversations in patient records (EMR)
  • No analytics 
  • Policy constraints if user was on external Wi-Fi or public setting

Guideline and policy

Get started with email

Step 1

Introduce virtual health to patients
Introduce virtual health to patients by phone/email/text. Check the technical readiness of your patients. Obtain the patient’s personal email and send an initial email to validate their email address and provide notification of risks (see APPENDIX 1: Client Notification Form, (PDF) and APPENDIX 2: sample validation script (PDF)).

Step 2

Add patient’s personal email address to your patient contact list in your PHSA email account
Storing patient contact info can include: 
  • Patient’s first and last name
  • PHN
  • Patient’s email address

Step 3

Provide patient email tips below
Copy and paste these key points to patients: 
  • Do not email or text us if you have an emergency. If you have an emergency, call 9-1-1 or go to the nearest emergency department.
  • This email account is not continuously monitored.
  • Connect with us for: Quick check-ins and follow up; appointment reminders; educational information. 

Step 4

Email patient
  • Longer content than SMS
  • Content often saved for future references
  • Attachments such as prescriptions, instructions, test results, etc.

Step 5

Log the result in Tracker (optional)
After the visit, email/text the patient experience survey link (optional). Document encounter in patient record as usual.
Provincial Virtual Health will contact you regularly to understand your virtual health experience so far and provide support as needed. 




SRFax

SRFax is a web-based platform that allows you to send or receive faxes via your health authority email account.



Phone consults

Telephone care has been a long-standing way of connecting with patients that can include consultations, assessment, diagnosis, treatment and education. 

When to use it 

Telephone is very familiar to providers and patients and is best used when an in-person visit is not required, and an audio call meets the patient's needs.  

Best use

  • Appointment reminders (note that other virtual solutions in this toolkit include a patient appointment reminder)
  • Simple information delivery and direction 

Technical requirements 

  • PHSA cell phone or landline (recommended), or personal telephone

Benefits

  • Very familiar to providers and patients
  • Good for use when clinician and patient already have a relationship 
  • Simple information sharing 

Limitations

  • Patient may not be prepared unless appointment is made prior to call
  • Patient/provider will not have any visual contact, which can impede assessment, communication and a sense of connection  

Privacy and Security 

  • Cell phone call by patients may be routed outside Canada 
  • Providers cannot see if the patient is alone, or in a public space 

Guidance 

Step 1 

 Obtain patient's preferred phone number. 

Step 2

Document patient phone number used for clinical call.

Step 3

Clearly identify yourself, your role, your program and the purpose of the call.

Step 4

Verify patient identity by requesting 2 unique patient identifiers (full name, date of birth, PHN). 

Step 5

Obtain verbal agreement from patient and document in patient record. 

Step 6

Ask patient if they are ready for the conversation and are in a private space where they will not be overheard. 

Step 7

Document the call, as you would usually document patient care (call results, patient response, agreement for next steps in their test care). 




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