Telehealth Operations study kit
Cheatsheet, term cards, never-miss list, and a seven-day plan. Original study material.
The rule
Clear coverage and send a working join path before the slot. A failed join is ops recovery first, not a no-show.
Test uplink. Document backup attempts. Place-of-service rules change. Confirm the current CMS and plan instruction.
Never miss
- Eligibility and originating-site rules come before the link.
- Who is in the room on both sides is part of consent.
- Intake belongs in the visit record.
- A working join that the patient then cancels can be a true cancellation.
Traps
- Inventing authorization during the greeting.
- Marking a bad link as a clinical no-show.
- Recording the visit to a public app.
Shortcuts
- Backup link or phone, then reschedule, then document.
- Wrong link and untested uplink are ops failures.
- Furniture is not place of service.
Memory hooks
- CLEAR-THEN-LINK. Eligibility first, then the join path Video slots.
This is a practice drill for the desk.
- Day 1Scope and safe next stepRead the Scope and safe next step terms, then the never-miss lines that touch this domain.
- Day 2Packet and evidenceRead the Packet and evidence terms, then the never-miss lines that touch this domain.
- Day 3Routing, clocks, and follow-throughRead the Routing, clocks, and follow-through terms, then the never-miss lines that touch this domain.
- Day 4Scope and safe next stepRead the Scope and safe next step terms, then the never-miss lines that touch this domain.
- Day 5Packet and evidenceRead the Packet and evidence terms, then the never-miss lines that touch this domain.
- Day 6Mixed recallRun the term cards, then a short drill. Restate the one-line rule out loud.
- Day 7Full drillSit the 9-question exam and review every miss against this kit.