Project Charter Worksheet

Project Workplan

Appointment Type and Visit Duration Guide, Southcentral Foundation

Scheduling guideline to help determine whether an in-person or telehealth visit should be scheduled from the Southcentral Foundation

Best Practice Guide: Telehealth for Chronic Conditions

Experiences with Telemental Health at Massachusetts FQHCs

Crosswalk Telehealth Project: Background on the research seeking to advance value and equity of telehealth at FQHCs. Highlights methods and findings that provided the foundation for the BHI Hybrid Care Pathway development.

Guidance and Resources for Electronic Information Technology: Ensuring Equal Access to All Health Services and Benefits Provided Through Electronic Means

Guidance on Nondiscrimination in Telehealth: Federal Protections to Ensure Accessibility to People with Disabilities and Limited English Proficient Persons

Job description samples

Sample telehealth job descriptions for medical director, site coordinators, instructors, clinic managers, technical support from the CA Telehealth Resource Center

Job description: RN Telehealth Coordinator

Sample job description for RN telehealth coordinator.

Job description: Telehealth Program Coordinator

Sample job description for navigator to provide support patients for their virtual medical visits.

Job description: Telemedicine Navigator

Sample job description for navigator to provide technical assistance to patients on how to navigate telemedicine platform for their virtual medical visits

Patient Experience Discussion Prompts for Exploring Hybrid BHI Care Improvement

A template powerpoint deck with a set of discussion prompts intended to start conversations around the different ways your patients experience healthcare, examined through a lens of empathy.

Patient Guide: What to Expect From a Telehealth Visit (video)

Video provides information for patients on what to expect from a telehealth visit from home.

Process Mapping Exercise for Improving Hybrid BHI Care Delivery

A template powerpoint deck with stepwise instructions intended to facilitate teams systematically mapping current clinic processes that incorporate patient and care team experiences to identify improvement opportunities for intervention.

Telehealth Scheduling Guide

Source: Center for Care Innovations

This document aims to help frontline staff, schedulers, and care team members determine if a patient’s needs can be addressed with a virtual visit. It is intended to be customized to meet the needs of your practice and your patients.

Video Visit Screening & Script, LACDHS

A sample script that can be used to explain video visits and screen patients for digital access from the Los Angeles County Department of Health Services

Web Content Accessibility Guidelines

Website Accessibility Under Title II of the ADA

Details information on how to improve digital accessibility for those who are deaf and blind.

Digital Needs Screening Questions, UCSF

Screening questions for digital needs

Guidance and Resources for Electronic Information Technology: Ensuring Equal Access to All Health Services and Benefits Provided Through Electronic Means

Job description samples

Sample telehealth job descriptions for medical director, site coordinators, instructors, clinic managers, technical support from the CA Telehealth Resource Center

Job description: RN Telehealth Coordinator

Sample job description for RN telehealth coordinator.

Job description: Telehealth Program Coordinator

Sample job description for navigator to provide support patients for their virtual medical visits.

Job description: Telemedicine Navigator

Sample job description for navigator to provide technical assistance to patients on how to navigate telemedicine platform for their virtual medical visits

Lifeline Program

Lifeline is a federal program that lowers the monthly cost of phone and internet

Patient Guide to Virtual Visits, CHC Inc.

Step by step guide from a community health center; includes detailed zoom instructions

Patient Guide: Making the Most of Your Virtual Health Care Visit, Comagine Health

Detailed checklist for patients

Patient Guide: What to Expect From a Telehealth Visit (video)

Video provides information for patients on what to expect from a telehealth visit from home.

Provider Communication Strategies for Telehealth, PCDC

A one page guide for providers that highlights communication strategies that can be utilized during virtual visits

Provider guide: Telehealth etiquette, Southeast Telehealth Resource Center

Short videos for providers on the good, the bad, and the ugly of telehealth etiquette.

Provider guide: Telehealth visit best practices, Stanford Department of Medicine

Short checklist of best practices for set-up, webside manner, virtual physical exam

Provider guide: Telehealth visit etiquette, AMA

Short checklist for telehealth visit etiquette from the AMA

Telehealth Classroom, NETRC

This Telehealth Classroom training portal has been developed by the federally funded Northeast Telehealth Resource Center (NETRC), to assist regional stakeholders, including health systems, health centers, and providers to successfully implement telehealth

Telehealth Provider Survey Results, Massachusetts Health Quality Partners, 2020

"Together for Better Health" survey of Massachusetts clinicians includes practical solutions, useful ideas, tips and tricks for how to improve telehealth

The Future of Telehealth Roundtable: The Potential Impact of Emerging Technologies on Health Equity

Video: Speak Up At Your Telehealth Visit

This video provides a visual for how patients can advocate for themselves during their telehealth appointments.

Web Content Accessibility Guidelines

Website Accessibility Under Title II of the ADA

Details information on how to improve digital accessibility for those who are deaf and blind.

Digital Needs Screening Questions, UCSF

Screening questions for digital needs

FCC Affordable Connectivity Program

The Affordable Connectivity Program is an FCC benefit program that helps ensure that households can afford the broadband they need for work, school, healthcare and more. The benefit provides a discount of up to $30 per month toward internet service for eligible households.

Guidance and Resources for Electronic Information Technology: Ensuring Equal Access to All Health Services and Benefits Provided Through Electronic Means

Lifeline Program

Lifeline is a federal program that lowers the monthly cost of phone and internet

RPM Consent Form

A sample remote patient monitoring (RPM) patient consent form

RPM Vendors Overview

An overview of RPM vendors & platforms and their key features (updated December 2022)

Telehealth and Digital Tools Equity Assessment

An assessment tool that contains questions that health centers can ask potential vendors to ensure their tools support equitable access and address the needs of the health center's population (HITEQ Center)

Telehealth Platforms

An overview of common telehealth platforms and their key features (updated July 2020)

The Future of Telehealth Roundtable: The Potential Impact of Emerging Technologies on Health Equity

Vendor evaluation checklist, AMA Playbook

Vendor evaluation checklist pages 32-38

Web Content Accessibility Guidelines

Website Accessibility Under Title II of the ADA

Details information on how to improve digital accessibility for those who are deaf and blind.

Center for Connected Health Policy

CCHP actively researches and analyzes important telehealth policy issues and provides key telehealth policy resources nationwide.

CMS Telehealth Information

Information about telehealth from the Centers for Medicare and Medicaid Services

MassHealth COVID-19 Resources for Providers

A resource for providers to find up-to-date COVID-19 publications and other guidance

MassHealth Provider Bulletins

MassHealth issues provider bulletins as needed to communicate procedures, reminders, and other information to MassHealth providers.

MassHealth Telephone & Internet Connectivity for Telehealth

A resource from MassHealth to help providers guide members who have questions about engaging in services through telehealth

A Toolkit for Building and Growing a Sustainable Telehealth Program in Your Practice, American Association of Family Physicians, September 2020

Detailed guide with sections on roles and responsibilities, licensing and legal requirements, technology, patient journey, workflow, etc.

Digital Equity Screening, Caring Health Center

Questionnaire to screen for digital need that can be adapted into the EHR flowsheet

Health Center RPM Resources and Sample Workflows

Source: Health Center RPM Work Group

Examples of RPM aim & objective measures, visit process maps, and care team designs.

Implementation Guide: Telehealth, Mid-Atlantic Telehealth Resource Center

Guides to getting started with telehealth, HIPAA, visit best practices, etc.

Northeast Telehealth Resource Center (NETRC)

The Northeast Telehealth Resource Center is federally funded to provide technical assistance to develop, implement, and expand telehealth services in the Northeast

Playbook: Digital Health, Cleveland Clinic, April 2020

Detailed playbook including clinician training, patient facing material, empathy in patient visits, and types of telehealth visits.

Playbook: Telehealth Implementation, American Medical Association, 2020

Detailed implementation guide, including goals, vendors, workflows, care teams, partnering with patients, evaluating success.

SMBP Implementation Toolkit, NACHC

A toolkit designed by National Association of Community Health Centers to help organizations design and implement SMBP successfully in their care model and practice

Telehealth Quick Guide, American Medical Association, 2020

Includes practice implementation guide; policy, coding, and payment; other helpful resources

Telehealth Reimbursement Tip Sheet

Current billing and reimbursement expectations for Medicaid, MassHealth, and commercial payers, including waived services during the Public Health Emergency (PHE).

Telemedicine Resources, PCDC