Everything a clinician should have in place before seeing the first patient over video.
The clinical skill of a video visit is yours. The logistics around it are what we set up — and what this guide covers.
Lighting, camera height, background, and a wired connection where possible. Patients read professionalism in the first five seconds.
A device check and clear join instructions remove the most common source of visit-start friction.
Know where the note lives and how it connects to billing before the visit, not during it.
Our team sets up every system described here as part of a one-time platform setup.
View Setup Plans
Checklist
Every configuration item we verify before a telehealth platform goes live — use it to audit your own setup.
Guide
A practical comparison of the three platforms we set up — and how to choose the right one for your specialty.
Playbook
How form design — not just reminders — changes whether patients actually show up for their first visit.
