How to Prepare for and Join a Telehealth Visit

See your doctor from home using video. This guide walks you through everything from setup to the actual visit.

In this guide (5 steps):

1.Check your technology before the visit
2.Find a quiet, well-lit spot
3.Have your information ready
4.Join the video visit
5.After your visit

Check your technology before the visit

~20s

You need a phone, tablet, or computer with a camera and microphone. Test them by opening the camera app and recording a short video. Make sure you can hear yourself clearly. Connect to WiFi for the most reliable connection.

Quick Tip

Do a test run 15 minutes before your appointment. Most telehealth platforms have a "test your connection" button.

Find a quiet, well-lit spot

~15s

Sit facing a window or lamp so your face is well-lit. Choose a quiet room where you will not be interrupted. A plain background is ideal so your doctor can see you clearly.

Have your information ready

~18s

Before the call, gather: your current medications (or take a photo of the bottles), a list of symptoms or questions you want to ask, your insurance card, and a pen and paper to take notes.

Quick Tip

Write your questions down before the visit. It is easy to forget them once the conversation starts.

Join the video visit

~15s

You will receive a link by email or text before your appointment. Click the link at the scheduled time. You may need to allow camera and microphone access when prompted. Wait in the virtual waiting room until your doctor joins.

After your visit

~15s

Your doctor will send a visit summary to your patient portal (usually MyChart). Check for follow-up instructions, new prescriptions, or referrals. If you need a follow-up appointment, schedule it before you forget.

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