[Comfort Emelike]

I was the provider during a developmental evaluation of a 6 month old baby who had spent some time in the NICU prior to discharging home. Sara was my patient who was the mother of the baby and had some intermittent financial and postpartum challenges.
I evaluated Kim as a provider for a developmental evaluation of a 6 month old baby who was in the NICU and now had come home.
Telehealth Etiquette Checklist

Group #:11 Patient Case: Developmental Evaluation
Provider: Kim Wentela

As you view each version of a video consultation, please critique how well the clinicians demonstrate interpersonal skills using this checklist of 12 Critical Behaviors. For each critical behavior, three to five competencies that support the behavior are listed. Indicate the rating from 1 to 5 that you think applies best about the performance of each Critical Behavior using the following response scale:
1 = very poor performance; 2 = poor performance; 3 = fair performance; 4 = good performance; 5 = very good performance.

You can also add Coaching Comments at the end that you might say to the clinician.

Critical Behavior
 Competency RATING
1. Orientation 5/5
2. Verbal Clarity 5/5
3. Active Listening 5/5
4. Patient-Focused 5/5
5. Tone of Voice 5/5
6. Eye Contact 5/5
7. Other Body Language 5/5
8. Empathy 5/5
9. Rapport 5/5
10. Respect 5/5
11. Therapeutic Alliance 5/5
12. Environment 5/5
Overall Rating 5/5

Coaching comments:

Kim did a great job hitting everything on the telehealth checklist. She began the appointment by introducing herself, confirming consent and checking all the equipment. Throughout the appointment Kim was engaging, empathetic and educational. Most of all she was professional. She asked open ended questions to keep the patient engaged during the appointment, and was actively listening to the patient’s responses. I appreciated that she made a point to inquire about the mother’s mental and physical health. She also was considerate of the baby just getting down to sleep when asking about an assessment.

Please provide your general feedback on using the checklist here.
The checklist was a helpful tool to make sure that every telehealth appointment is productive for both the patient and provider. It is easy to forget the fundamentals of conducting a thorough appointment, and this checklist creates accountability for the provider and security for the patient. I will use this checklist in my future telehealth experiences as a provider.

Telehealth Exam/Education Rubric

Group #:11

Patient Case:Developmental Evaluation
Provider: Kim Wentela

Check
1. Identifies reason for the visit 1
2. Confirms that patient agrees with the reason for the visit and accepts that it is delivered by telehealth 1
3. Obtains history of symptoms or situation 1
4. Obtains approaches/treatments patient has taken to address the issue 1
5. Conducts an appropriate physical using equipment at home, and/or other individuals to assist or provides telehealth education using appropriate learning style 1
6. Discusses findings/Overview of education 1
7. Develop plan (follow-up, referral, medication, etc.) 1
8. Determines patient’s understanding of plan/education 1
9. Determines how patient will get information on the visit (email, portal, secure text, etc.) 1
Total (1 point each) 9 /9

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