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Interactive checklist

Telehealth Prep Checklist

A remote consultation can be as useful as an in-person one, if you prepare for it a little. Work through this before your video or phone appointment, tick as you go, and print or keep it on your phone for the call. Your ticks stay in this browser.

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The day before

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A remote consult works best when you have done a little groundwork.

Just before the call

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Ten minutes of setup prevents most of what goes wrong on a video consult.

During and after

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Make sure you leave with a clear plan.

Your ticks are saved only in this browser. Nothing is sent to a server.

Sources

  1. Consolidated telemedicine implementation guide World Health Organization, 2022
  2. Getting the most out of a video or phone appointment NHS

Last reviewed: 2026-07-17

Before you share data

If your consult involves a health app or portal, run through the privacy questions first, and decode any wearable numbers you plan to bring.