Healthcare Telehealth Procedure Checklist: Security & Compliance
Ensure seamless and secure telehealth operations! Our Healthcare Telehealth Procedure Checklist simplifies compliance, protects patient data, and optimizes your virtual care workflows. Download now and deliver exceptional virtual care with confidence.
This Template was installed 0 times.
Pre-Visit Technical Setup
Ensuring the telehealth platform and equipment are functioning correctly.
Scheduled Visit Start Time
Platform Status
Bandwidth Speed (Mbps)
Camera Functionality
Microphone Functionality
Screenshot of System Status (if applicable)
Patient Consent and Verification
Confirming patient understanding and agreement to telehealth services.
Confirm Patient Understanding of Telehealth Limitations
Patient Willingness to Participate in Telehealth
Patient Acknowledgment of Privacy Policy
Patient Signature
Emergency Contact Information Verified
Date of Consent
Data Security & Privacy
Verifying adherence to HIPAA and other relevant data protection regulations during the telehealth session.
Encryption Protocol Used
Two-Factor Authentication Enabled?
Data Security Measures Implemented
Data Encryption Key Rotation Frequency (Days)
HIPAA Business Associate Agreements in Place?
Summary of Privacy Training Provided to Staff
Platform & Device Security
Checking for software updates, security protocols, and encryption.
Last Platform Software Update Date
Platform Encryption Level (e.g., AES-256)
Firewall Status
Security Protocols Enabled
Antivirus/Malware Protection
Last Device Security Scan Date
Session Recording & Storage (if applicable)
Following proper procedures for recording and storing telehealth sessions, ensuring patient consent and secure storage.
Is Session Recording Enabled?
Was Patient Consent for Recording Obtained?
Brief Description of Patient Consent Process
Date of Consent Obtained
Time of Consent Obtained
Upload Consent Form (if applicable)
Notes on Recording Process
Documentation & Record Keeping
Accurately documenting the telehealth visit, including patient interactions, assessments, and treatment plans.
Patient Subjective Report
Objective Findings (Physical Exam)
Assessment & Diagnosis
Treatment Plan
Date of Telehealth Visit
Time of Telehealth Visit
Provider Signature
ICD-10 Code(s)
Emergency Procedures
Having clear protocols in place for handling medical emergencies during the telehealth visit.
Emergency Contact Identified?
Emergency Contact Phone Number
Brief Summary of Emergency Situation
Emergency Services Contacted?
Time Emergency Services Contacted
Patient's Current Location (if applicable)
Signature Confirmation of Emergency Protocol Followed
Post-Visit Compliance
Verifying data security and privacy protocols are followed after the telehealth visit concludes.
Date of Compliance Review
Reviewer Signature Verified?
Data Encryption Status Confirmed?
Number of Encrypted Files Confirmed
Backup Protocol Adherence?
Notes/Comments on Compliance Review
Healthcare Management Solution Screen Recording
See how ChecklistGuro's healthcare management solution can improve your workflows and improve patient care! This screen recording showcases key features like: patient onboarding, task assignment, reporting. Learn how our BPM platform helps healthcare providers optimize operations and reduce administrative burden. #healthcare #healthcaremanagement #bpm #checklistguro #patientsafety #automation
Related Checklist Templates
Healthcare Patient Portal Access Checklist: Security & Usability
Healthcare Data Breach Response Checklist: Notification & Remediation
Healthcare Cybersecurity Incident Response Checklist
Healthcare IT Security Checklist: Data Protection & Access Control
Healthcare Disaster Recovery Checklist: Business Continuity & Resilience
Healthcare Audit Preparation Checklist: Readiness & Documentation
Healthcare Business Associate Agreement Checklist: HIPAA Compliance
Healthcare Vendor Management Checklist: Risk & Compliance
Healthcare Patient Experience Checklist: Satisfaction & Feedback
Healthcare Value Analysis Checklist: Cost Savings & Standardization
We can do it Together
Need help with Checklists?
Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.