Tools and Handouts for Your Patients

The Preventive Cardiovascular Nurses Association has designed this telehealth patient education tool to assist and improve your clinical practice. And best of all, most of our tools are free for anyone to download!

Telehealth Pt Ed Sheet_ENG_Page_1

Fact Sheet: Preparing for a Telehealth Visit

Patient preparation is one of the key factors for a successful telehealth visit. This tool, with convenient checklists, will help patients and health care providers prepare for a remote visit via phone call or video, with details such as:

  • Technology
  • Questions/Assistance
  • Insurance coverage
  • Medical information and prescriptions
  • Finding the best location
  • During the visit
  • Follow-up

This digital tool may be shared electronically, or printed and shared with patients.

Reviewed June 2024


Free to download (login required)


Disclaimer: This and other PCNA educational materials are for information purposes only and are not intended to replace medical advice or diagnose or treat health problems. Health-related decisions should be made in partnership with a healthcare provider. It is the reader's responsibility to seek out the most current, accurate information.