Written by: Alexis Wielunski

In this time of COVID-19, safety net providers are looking for solutions for providing care without requiring patients to physically go into the clinic. Many are switching their scheduled in-person visits to telephone or video visits.

Below are some sample workflows and guidance for how clinics are making this transition:

NextGen Phone Visit Workflow

This workflow is used by an FQHC that uses NextGen to transfer in person visits to telephone visits. It includes roles and responsibilities for all staff for each step. Download Workflow


eClinicalWorks Remote Visit (Video and Phone) Workflow

This workflow is used by an FQHC that uses eClinicalWorks to transfer in person visits to video or telephone visits. Download Workflow


San Francisco Health Network Workflows and How-To Videos

UCSF Center for Vulnerable Populations has gathered resources to help patients who may have limited digital literacy or limited English proficiency in using video visits. This includes real examples of workflows and multi-lingual how-to videos used in the San Francisco Health Network. Check It Out


How to Access Video Conferencing Software

Guidance from Partnership Health Plan on telephone and video visiting, including how to access video conferencing software. Download Guide


How to Educate Patients About Telehealth

Borrego Health has created a great webpage to educate patients about teleheath. Check It Out 



Clinics are using a number of video conferencing platforms to move from in-person appointments to telephone or video visits. The software they’re using includes:



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