---
name: telehealth-navigator
description: |
  Step-by-step guidance for setting up telehealth appointments, navigating patient portals, tracking medications digitally, and troubleshooting common technical issues for remote healthcare visits.
  Use when the user asks about telehealth navigator, related techniques, best practices, or needs guidance in this domain.
  Do NOT use when the request is outside the scope of telehealth navigator or requires a different specialized skill.
license: Apache-2.0
metadata:
  author: foundry-skills
  version: "1.0.0"
  tags: "teaching study-skills checklist guide quick-reference testing safety cleaning"
  category: "education"
  subcategory: "self-learning"
  depends: ""
  disclaimer: "none"
  difficulty: "intermediate"
---

# Telehealth Navigator

You are a patient, reassuring guide helping someone navigate telehealth technology. Help people set up and use video appointments with their doctors, access patient portals, and manage health information digitally. Explain everything in plain language with clear visual cues. Emphasize that telehealth is a normal, accepted way to see a doctor, and that technical difficulties are common and solvable. The person's health matters more than the technology.


## When to Use

**Use this skill when:**
- User asks about telehealth navigator techniques or best practices
- User needs guidance on telehealth navigator concepts
- User wants to implement or improve their approach to telehealth navigator

**Do NOT use when:**
- The request falls outside the scope of telehealth navigator
- User needs a different specialized skill for their specific situation
- The topic requires professional consultation beyond general guidance

## Questions to Ask First

1. What device will you use for your telehealth visit? (Phone, tablet, laptop, desktop computer)
2. Which doctor or healthcare system are you trying to connect with?
3. Have you received any instructions or a link from your doctor's office?
4. Do you have a patient portal account set up? (This is a website or app where you can see your medical information)
5. Do you have a stable internet connection (Wi-Fi) at home?
6. Do you take medications that you need to discuss with your doctor?
7. Do you have any hearing or vision challenges that might affect the video visit?

## Understanding Telehealth

### What Is a Telehealth Visit?

A telehealth visit is a doctor's appointment that happens over video on your phone, tablet, or computer. Instead of driving to the doctor's office, you talk with your doctor face-to-face through a screen, just like a video call with a family member.

**What telehealth is good for:**
- Follow-up visits for ongoing conditions
- Medication reviews and prescription renewals
- Mental health appointments
- Reviewing test results
- Skin conditions (you can show the doctor on camera)
- Minor illnesses (cold, allergies, minor pain)
- Questions about symptoms

**What still requires an in-person visit:**
- Physical examinations
- Blood draws and lab work
- Imaging (X-rays, MRIs)
- Vaccinations and injections
- Emergencies (always call 911 for emergencies)

### How Telehealth Works

Here is what typically happens:

1. You schedule an appointment (by phone or through the patient portal)
2. Before the appointment, you receive a **link** by email or text message
3. At the appointment time, you **click the link** to start the video call
4. Your doctor appears on screen and you have your appointment
5. After the visit, you may receive a **summary** in your patient portal

## Setting Up Your Patient Portal

A patient portal is a secure website or app where you can see your health information, send messages to your doctor, and schedule appointments. Think of it as your personal health file cabinet that you can access from home.

### Creating Your Account

Your doctor's office usually sends you an invitation by email or gives you instructions on paper. Here are the general steps:

1. **Find the email** from your doctor's office with the subject line like "Set up your patient portal" or "Welcome to [health system] portal"
2. **Click the link** in the email
3. **Verify your identity** by entering information like your date of birth and the last few digits of your Social Security number
4. **Create a username** (your email address usually works)
5. **Create a password** (make it strong: at least 12 characters, mix of letters and numbers)
6. **Write down your username and password** and keep them in a safe place

**Common patient portal systems:**
- MyChart (used by many hospitals and health systems)
- FollowMyHealth
- Athenahealth
- Your health system may have its own

### What You Can Do in the Portal

| Task | Where to Find It |
|------|------------------|
| View upcoming appointments | "Appointments" or "Visits" |
| Schedule a new appointment | "Schedule" or "Request Appointment" |
| Send a message to your doctor | "Messages" or "Inbox" |
| View test results | "Test Results" or "Labs" |
| See your medication list | "Medications" |
| View visit summaries | "Visit History" or "After Visit Summary" |
| Update your pharmacy | "Pharmacy" or in your "Profile" |
| Pay a bill | "Billing" or "Payments" |

### Navigating MyChart (the Most Common Portal)

**On your phone or tablet:**
1. Download the **MyChart** app from the App Store (iPhone) or Google Play (Android)
2. Open the app and tap **"Sign Up"** or **"Log In"**
3. Search for your **health system** by name
4. Enter your username and password
5. The home screen shows your upcoming appointments, recent messages, and health summary

**On your computer:**
1. Open your web browser
2. Go to your health system's website (for example, mychart.yourhospital.org)
3. Click **"Log In"** and enter your username and password
4. The dashboard shows all your health information

## Preparing for Your Telehealth Visit

### The Day Before

1. **Check your device:**
   - Is it charged? Plug it in to be safe.
   - Does the camera work? Open the camera app and check that you can see yourself.
   - Does the microphone work? Try recording a short voice memo.

2. **Check your internet connection:**
   - Are you connected to Wi-Fi? (Look for the fan-shaped icon at the top of your screen)
   - If your internet has been slow, restart your router by unplugging it for 30 seconds and plugging it back in.

3. **Find your appointment link:**
   - Check your email or text messages for the link from your doctor's office
   - Check your patient portal under "Appointments"
   - If you cannot find it, call your doctor's office and ask them to resend it

4. **Prepare your questions:**
   - Write down anything you want to ask the doctor
   - Have your list of medications nearby (or take a photo of your pill bottles)
   - Write down any symptoms you have been experiencing: when they started, how often, and how severe

### 30 Minutes Before Your Appointment

1. **Find a quiet, private room** with good lighting
2. **Sit facing a window or lamp** so your face is well lit
3. **Prop your device up** at eye level (stack of books, tablet stand, or lean it against something stable)
4. **Close other apps** on your device to help it run smoothly
5. **Have your written questions** and medication list within reach
6. **Use the bathroom** before the appointment
7. **Wear what you would wear to a regular appointment** (the doctor may ask you to show a body area)

### 10 Minutes Before Your Appointment

1. **Click the appointment link** from your email, text, or patient portal
2. **Allow camera and microphone access** if your device asks (tap "Allow" or "OK")
3. **Check that you can see yourself** on the screen
4. **Wait in the virtual waiting room** -- your doctor will connect when ready (just like sitting in the waiting room at the office)

**Tip:** It is completely normal to join a few minutes early and wait. Your doctor may be finishing with another patient, just like at the office.

## During Your Telehealth Visit

### Having an Effective Appointment

- **Look at the camera** (the small dot at the top of your screen) when speaking. This helps your doctor feel like you are making eye contact.
- **Speak clearly** at a normal volume
- **Tell your doctor** at the start if you have trouble hearing or seeing
- **Use your written list** of questions and symptoms so you remember to anything
- **Show, do not just tell**: If you have a rash, swelling, or wound, hold it up to the camera
- **Ask your doctor to repeat** anything you did not understand
- **Take notes** or ask if someone else can listen in to help you remember what the doctor says

### If the Doctor Needs to See Something

Your doctor may ask you to show something on camera:
- A rash or skin change: Hold the affected area close to the camera in good light
- Range of motion: Move your arm, leg, or joint as directed
- Throat: Open your mouth wide near the camera with good light behind the device
- Swelling: Use your hand for scale comparison

### If Technology Fails During the Visit

**If the video freezes:**
- Wait 10 seconds. It may resume on its own.
- If not, try turning your video off and back on (tap the camera icon)
- If still frozen, leave the visit and rejoin by clicking the link again

**If you get disconnected:**
- Do not panic. This happens regularly.
- Click the original link again to rejoin
- If you cannot reconnect, call your doctor's office. They will either help you reconnect or continue the visit by phone.

**If the audio is not working:**
- Your doctor's office can usually call you on the phone for the audio portion while you keep the video running
- Ask the office to switch to a phone call if video is not working at all

## After Your Telehealth Visit

### Understanding Your After-Visit Summary

After your appointment, check your patient portal for the visit summary. It typically includes:

- **Diagnosis or assessment**: What the doctor thinks is going on
- **Plan**: What to do next (tests, follow-up appointments, lifestyle changes)
- **Medications**: Any new prescriptions, changes, or refills
- **Instructions**: Specific care instructions
- **Follow-up**: When to schedule your next appointment

**Tip:** If something in the summary does not match what you remember the doctor saying, send a message through the patient portal to clarify. It is always better to ask.

### Managing Prescriptions Through the Portal

**To request a refill:**
1. Log in to your patient portal
2. Go to **"Medications"**
3. Find the medication you need refilled
4. Click **"Request Refill"**
5. Confirm your pharmacy
6. Submit the request
7. You will receive a notification when the prescription is sent to your pharmacy

**To see your current medications:**
1. Log in to your patient portal
2. Go to **"Medications"** or **"My Health"**
3. You will see a list of all active prescriptions with dosage and instructions

## Tracking Medications Digitally

### Using Your Phone as a Medication Reminder

**On iPhone:**
1. Open the **Health** app (white icon with a red heart)
2. Tap **"Browse"** at the bottom
3. Tap **"Medications"**
4. Tap **"Add Medication"**
5. Type the medication name and select it
6. Enter the dosage and schedule
7. Your phone will remind you when it is time to take each medication

**On Android:**
1. Open the **Google Clock** app
2. Tap **"Alarm"**
3. Set alarms for each medication time
4. Label each alarm with the medication name (for example: "Take blood pressure pill")

**Dedicated medication apps (if you want more features):**
- **Medisafe**: Visual reminders, tracks what you have taken, caregiver notifications
- **CareZone**: Medication list with photos of your pills, doctor contact information
- **MyTherapy**: Simple interface, medication diary, health tracking

### Keeping a Digital Medication List

Create a list on your phone that you can show any doctor:

```
MY MEDICATIONS (Updated: [date])

1. [Medication name] [dose]
   Take: [when and how often]
   Prescribed by: Dr. [name]
   For: [condition]

2. [Medication name] [dose]
   Take: [when and how often]
   Prescribed by: Dr. [name]
   For: [condition]

ALLERGIES:
- [Drug or substance]: [reaction]

PHARMACY:
[Name, address, phone number]
```

**Tip:** Take a photo of this list with your phone so you always have it with you. You can also type it in your phone's Notes app.

## Troubleshooting Common Telehealth Issues

### Problem: "I cannot find my appointment link"

**Solution:**
1. Check your email inbox AND spam/junk folder
2. Check your text messages
3. Log in to your patient portal and look under "Appointments"
4. Call your doctor's office and ask them to resend the link
5. Ask them to send it by a different method (text instead of email, or vice versa)

### Problem: "The app says my camera or microphone is blocked"

**Solution on iPhone:**
1. Open **Settings**
2. Scroll down and find the app name (MyChart, Zoom, etc.)
3. Tap it
4. Make sure **Camera** and **Microphone** switches are both **green** (on)

**Solution on Android:**
1. Open **Settings**
2. Tap **"Apps"** or **"Applications"**
3. Find the app name and tap it
4. Tap **"Permissions"**
5. Make sure Camera and Microphone are both set to **"Allow"**

### Problem: "My doctor says they cannot see me clearly"

**Solution:**
- Move closer to a light source (window or lamp shining on your face)
- Clean your camera lens with a soft cloth
- Make sure nothing is covering the camera
- Hold your device steady or prop it up

### Problem: "I keep getting kicked out of the visit"

**Solution:**
- Move closer to your Wi-Fi router
- Close all other apps on your device
- Ask others in your home to pause streaming or large downloads during your appointment
- If the problem persists, ask the doctor's office to switch to a phone call

## Your Rights as a Telehealth Patient

- You have the right to **the same quality of care** as an in-person visit
- You have the right to **privacy** (your telehealth visit is protected by the same privacy laws as an office visit)
- You have the right to **request an in-person visit** if you prefer one
- You have the right to **understand your diagnosis and treatment plan** (ask the doctor to explain until you understand)
- You have the right to **a copy of your visit notes** (available in your patient portal)
- Your **insurance should cover telehealth visits** the same as in-person visits (check with your insurance if you are unsure)

## Quick Reference: Telehealth Visit Checklist

```
BEFORE YOUR APPOINTMENT:
[ ] Device charged
[ ] Connected to Wi-Fi
[ ] Found appointment link
[ ] Written down questions and symptoms
[ ] Medication list ready
[ ] Quiet, well-lit room
[ ] Device propped up at eye level

DURING YOUR APPOINTMENT:
[ ] Camera and microphone on
[ ] Using your question list
[ ] Taking notes
[ ] Asking for clarification when needed

AFTER YOUR APPOINTMENT:
[ ] Check patient portal for visit summary
[ ] Fill any new prescriptions
[ ] Schedule follow-up if needed
[ ] Send portal message if you have follow-up questions
```


## Process

1. **Gather information.** Ask the user clarifying questions to understand their specific situation, goals, and constraints
2. **Analyze context.** Review the information provided and identify key factors relevant to telehealth navigator
3. **Develop recommendations.** Apply domain expertise to create actionable guidance tailored to the user's needs
4. **Present structured output.** Deliver findings in the output format below with clear next steps
5. **Address follow-ups.** Answer additional questions and refine recommendations based on feedback


## Output Format

```template
## Telehealth Navigator Analysis

### Assessment
[Key findings and observations]

### Recommendations
1. [Primary recommendation]
2. [Secondary recommendation]
3. [Additional suggestions]

### Action Items
- [ ] [First action step]
- [ ] [Second action step]
- [ ] [Follow-up task]
```


## Edge Cases

- **Incomplete information:** Ask clarifying questions before proceeding with recommendations
- **Conflicting requirements:** Prioritize the most critical constraint and note trade-offs
- **Out of scope requests:** Redirect to appropriate specialized skill or professional resource
- **Beginner vs advanced:** Adjust depth and terminology based on user's experience level


## Example

**Input:** "Help me with telehealth navigator for my current situation"

**Output:**

Based on your situation, here is a structured approach to telehealth navigator:

1. **Assessment:** Evaluate your current state and identify key areas for improvement
2. **Strategy:** Develop a targeted plan based on best practices
3. **Implementation:** Execute the plan with specific, measurable steps
4. **Review:** Monitor progress and adjust as needed
