Telehealth workflow setup
Map appointment types, patient instructions, reminder timing and provider availability.
Clinical documentation support
Make the virtual visit easier for patients and staff
A virtual appointment should not start with the front desk walking three patients through the same login issue. We help practices set up the scheduling, reminders and administrative support around telehealth so the clinician can focus on the visit.
The practical problem
The visit begins before the video call
Patients need the correct link, instructions they can follow on a phone and someone to contact when technology fails. The back-office team needs to know whether the visit happened, whether paperwork is missing and where the documentation goes next.
Before work begins, we'll agree on the tasks, systems, reviewers and handoffs. That makes it clear what your team keeps, what ERG supports and what needs a specialist or vendor approval.
What we can help with
Services you can actually put to work
Choose a focused project or a defined ongoing workflow. The final scope follows your practice's systems and requirements.
Patient technical assistance
Provide nonclinical help with connection steps, platform access and permitted troubleshooting.
Virtual check-in coordination
Support registration completeness, administrative readiness and call routing.
Documentation handoffs
Track draft notes, encounter completion and claims-ready administrative milestones without overriding clinical sign-off.
Platform coordination
Work with the practice and its selected telehealth vendor on supported settings and workflow tests.
How we'd work together
Start with the workflow, then the solution
Walk through a test visit
Review what the patient, front desk and clinician each see.
Document fallback steps
Agree on connection support, rescheduling and clinical escalation boundaries.
Confirm completion flow
Check visit status, documentation handoff and operational reporting.
Common questions
Before we get started
If your practice uses a specific EHR, phone system or platform, mention it when you contact us. We'll assess what's possible in that environment.
Do you provide the doctor or clinical visit?
No. ERG supports technology and administration. Care is provided by the practice's licensed clinicians.
Can you help patients troubleshoot video visits?
Yes, for routine technical and administrative issues using the practice's approved platform and scripts.
Can you advise which visits are legally billable via telehealth?
Billing and payer policy review can be scoped separately. Clinical eligibility, licensure and applicable federal or state rules must be verified for the particular service.
Related support
Services that often work together
ERG started with the financial side of a medical practice. See our medical billing services or explore the complete service directory.
Tell us which part of the work you want help with.
We can talk through your current process, where support would make a difference and what a reasonable scope looks like.
Talk to ERG