A virtual doctor visit is a convenient and effective way to receive medical care, making healthcare more accessible and efficient for everyone. From 2019 to 2024, the rate of online doctor visits worldwide more than doubled to over 116 million. 

Whether you’re a first-timer or you want to improve your virtual doctor visit experience, proper preparation is key. This guide will walk you through the steps to ensure your online appointment is as effective as – or even better than – an in-person visit.

Let’s start with some background about virtual doctor visits and their benefits.

Contents

Virtual Doctor Visit Overview

What is a virtual doctor visit?

A virtual doctor visit, also known as telehealth or telemedicine, is a way to consult with your healthcare provider using technology like video calls, phone calls, or text messaging. 

Instead of going to a doctor’s office, you can talk to your doctor from the comfort of your home using your smartphone, tablet, or computer. 

This method is more popular since the COVID-19 pandemic, as it offers a convenient and safe way to receive medical care (Zulman & Verghese, 2021 & National Institute on Aging, n.d.). The Census Bureau’s Household Pulse Survey (with data from April 2021 through August 2022) found that (Lee, E. C. et al., 2023):

• Telehealth use was lowest among people who are uninsured (9.4%), aged 18 to 24 (17.6%), and residents of the Midwest (18.7%).
  
  
• Telehealth use was highest among those with Medicaid (28.3%) and Medicare (26.8%), those who are Black (26.1%), and those earning less than $25,000 (26.4%).

Benefits of telehealth appointments

Telehealth appointments come with several advantages:

• Convenience: You don’t have to travel to the doctor’s office or sit in a waiting room. You can have your appointment from anywhere, whether it’s in your home, office, or even your car during a lunch break (Hasselfeld, n.d. & bravo, 2022).
  
  
• Saves Time: A virtual visit can save you more than an hour compared to an in-person visit (UnitedHealthcare, 2023). This is great for people with busy schedules or live far away from their doctors (bravo, 2022).
  
  
• Cost-Effective: Virtual visits often cost less than in-person visits, especially when compared to urgent care or emergency room visits (Zulman & Verghese, 2021 & bravo, 2022).
  
  
• Accessibility: Telehealth increases access to healthcare for people in rural areas or those with mobility issues. It also allows you to consult with specialists who may not be available in your local area (bravo, 2022 & HRSA, 2024).
  
  
• Safety: Virtual visits help prevent the spread of infectious diseases by reducing the need for in-person interactions (Hasselfeld, n.d. & HRSA, 2024).

Common misconceptions about virtual consultations

Despite its benefits, there are several myths about virtual consultations:

• “Telehealth is only for tech-savvy people.” Many people believe that you need to be tech-savvy to use telehealth services. However, most platforms are easy to use and designed to be accessible to everyone, including older adults (Solutionreach, n.d.).
  
  
• “Virtual visits aren’t secure.” Security is a common concern, but reputable telehealth platforms are HIPAA-compliant and use advanced security measures to protect your privacy (Solutionreach, n.d.).
  
  
• “Telehealth is a temporary solution.” While telehealth surged during the COVID-19 pandemic, it is here to stay. Many healthcare providers continue to offer virtual visits as a permanent option (Lee, C. 2023).
  
  
• “I won’t get to choose my doctor.” Online health platforms let you review detailed profiles of multiple certified doctors. This allows you to choose a provider that fits your needs best, giving you more control over your healthcare (WeHealth, n.d.).
  
  
• “It’s not covered on my insurance.” (WeHealth, n.d.). Many insurance plans now cover telehealth as it becomes more common. Healthcare providers are adapting to make virtual care accessible, recognizing its growing importance in delivering patient care.

When to choose a virtual doctor visit vs. in person

Virtual doctor visits have a lot of conveniences. But there are certain times when it’s better to see the doctor in person, for (Henderson, 2023):

• First-Time Visits: If it’s your first time seeing this doctor, you should see them. Face-to-face meetings help patients build trust and doctors assess both physical and emotional aspects.
  
  
• Physical Exams: If you’ve noticed new or worsening symptoms, the doctor will need to see you in person to examine the affected areas of your body.
  
  
• Serious Health Conditions: Unless they tell you otherwise, it’s better to go to your doctor’s office for your health appointments. 

After you establish a relationship with this doctor, telehealth can be useful for follow-ups.

Now that you understand the basics, let’s set up your tech for a smooth virtual visit experience.

Technical Preparations

Ensure a stable internet connection

A stable internet connection is crucial for a successful virtual doctor visit. Here are some tips:

• Check Your Internet Speed: Use a speed test to ensure your internet connection is fast enough for video calls. 
  
  Note that if you live in a rural area or anywhere your internet service is often unstable, you can also (HRSA, 2024):
  
  • Have an audio-only telehealth appointment
    
  • Use secure messaging from a patient portal
    
  • Exchange texts with your health provider
    

• Use a Wired Connection: If possible, use an Ethernet cable instead of Wi-Fi for a more stable connection.
  
  
• Close Unnecessary Items: Close any apps or browser tabs that might be using internet bandwidth.

Test your device’s camera and microphone

Before your appointment, test your device’s camera and microphone to make sure they are working:

• Check Settings: Go to your device’s settings to ensure the camera and microphone are enabled.
  
  
• Use Headphones: Using headphones with a built-in microphone can improve sound quality and reduce background noise.
  
  
• Do a Test Call: Make a test call with a friend or family member to check the audio and video quality.

Get familiar with the required software or app

Your healthcare provider will use a specific telehealth platform or app for the virtual visit that you may not be familiar with. To save yourself some frustration do these tasks well in advance of your virtual visit:

• Download in Advance: Download the required software or app well before your appointment.
  
  
• Create an Account: If necessary, create an account and log in to familiarize yourself with the platform.
  
  
• Explore Features: Take some time to explore the features, such as how to join a call, mute/unmute yourself, and turn the camera on/off.

With your tech ready, it’s time to collect important medical information for your appointment.

Gather Your Medical Information

Update your medical history

The doctor may ask you about your medical history, or ask you to fill out a form to collect it. Be sure to include:

• List Past Conditions: Note all your past medical conditions, surgeries, and hospital stays.
  
  
• Your Family History: Include any relevant family medical history, such as chronic illnesses or genetic conditions.

List current medications and dosages

Make a list of all the medications you’re taking, including:

• Prescription Medications: Write the name, dosage, and frequency for each prescription.
  
  
• Over-the-Counter Medications: Don’t forget to list any over-the-counter (OTC) medications, supplements, or vitamins you’re taking, and any you’re thinking about starting.
  
  
• Recent Changes: Note any recent changes in your medications or dosages.

Note any recent changes in your health

Keep track of any new symptoms or changes in your health:

• New Symptoms: Note any new or worsening symptoms, such as pain, fatigue, or changes in appetite.
  
  
• Measurements: If applicable, record any recent measurements like blood pressure, weight, or blood sugar levels.

Prepare questions for your doctor

Make a list of questions and have it ready to help you get the most out of your appointment, such as:

• Symptoms: Ask about any symptoms or concerns you have.
  
  
• Treatment Options: Inquire about treatment options, side effects, and alternatives.
  
  
• Follow-Up: Ask about the next steps and any follow-up appointments or tests.

Next, we’ll create the right environment for a successful virtual visit. 

Setting Up Your Space

For the best virtual visit experience, make sure your environment is prime and ready to go.

Choose a private area for your appointment

Select the right environment for your virtual visit is essential to minimize interruptions and maintain privacy:

• Choosing the Right Space: Select a quiet and private room where you can close the door and you won’t be disturbed.
  
  
• Inform Household Members: Let others in your household know about your appointment to avoid disturbances.
  

• Minimize Background Noise: Close windows and doors, and turn off any noisy appliances.
  
  
• Ensure Good Lighting:
  
  • Natural Light: Natural light is best so the doctor can see you clearly. Position yourself facing a window if possible.
    
    
  • Artificial Light: If not, use a lamp if natural light is not available. Avoid backlighting (light shining from behind you), which can make it hard for your doctor to see you.

Keep water, pen and paper nearby 

Taking notes during your appointment can help you remember important information. And having water nearby can be helpful in case you get warm or have to cough during the call:

• Stay Hydrated: Drinking water can help keep your throat clear and prevent coughing.
  
  
• Comfort: Having water on hand can make you feel more comfortable during the call.

Log on before your appointment time

Being on time for your appointment shows respect for your doctor’s schedule. To ensure a smooth virtual check-in:

• Check Your Connection: Ensure your internet connection is stable and your device is ready.
  
  
• Log In Early: Try to log in at least 10 minutes before your appointment time in case of  any technical issues.

OK, you’re ready! You’re logged in and seated in a quiet, well-lit room with your water, pen, medical history, prescriptions, and questions. Let’s go!

During the Virtual Visit

Now, let’s go through what to do during your virtual doctor appointment.

Speak clearly and concisely

Clear communication is essential for a successful virtual visit (Coleman, 2020):

• Speak Slowly: Speak slowly and clearly to ensure your doctor understands you.
  
  
• Be Concise: Try not to ramble. Get to the point quickly to make the most of your appointment time.
  
  
• Ask Questions: Don’t be afraid to ask your doctor about anything you need to know or don’t understand.

Show any visible symptoms to the camera 

If you have visible symptoms, such as a rash or swelling, adjust your camera angle to clearly show the affected area.

Take notes on doctor’s advice and next steps

Taking notes can help you remember important information:

• Write Down Instructions: Note any instructions or advice from your doctor, and confirm it with them.
  
  
• List Follow-Up Actions: Record any follow-up actions, such as scheduling tests or appointments.

Confirm how to fill your prescriptions

Be sure you know how and when to get your prescriptions after a virtual visit:

• Pharmacy Information: Make sure your doctor has the correct pharmacy information.
  
  
• E-Prescriptions: Your doctor may send an e-prescription to your pharmacy.
  

Finally, let’s discuss what to do after your virtual visit.

Follow-Up Actions

Schedule follow-up appointments and access your medical records online

Follow-up appointments are often necessary for ongoing care. Your virtual doctor visit may be shorter than an in-person visit. Before you go, don’t forget to schedule your follow-up appointment if needed, and learn how to access your records online.

• Contact Information: Label your doctor’s contact information in your phone so it’s there when you need to call them.
  
  
• Patient Portal: Most healthcare providers offer a patient portal where you can access your visit summary and medical records. You can also schedule follow-up appointments there as an alternative to a call.
  
  
• Download Records: Download and save important documents for your records.

Virtual doctor visits offer a convenient way to receive medical care, and with the right preparation, are just as effective as in-person appointments. By ensuring a stable internet connection, testing your device, gathering your medical information, and setting up a suitable space, you can make the most of your telehealth visit.

Don’t hesitate to ask questions and get clarification during your virtual doctor visit. Remember to communicate clearly, take notes, and follow up on any actions they recommend. With practice, you’ll find that telehealth can be a valuable tool to manage your health and wellness.

Do you prefer to use telehealth services or see your doctor in person? Why?

References

5 Common Misconceptions about Telehealth: What Research Has to Say. (n.d.). Solutionreach. Retrieved from https://www.solutionreach.com/blog/10-misconceptions-about-telehealth-and-what-research-has-to-say-about-it

Coleman, C. (2020. Health Literacy and Clear Communication Best Practices for Telemedicine. Health Literacy Research and Practice;4(4):e224-e229. doi:10.3928/24748307-20200924-01.

Hasselfeld, B. W. (n.d.). Benefits of Telemedicine. Johns Hopkins Medicine. Retrieved from https://www.hopkinsmedicine.org/health/treatment-tests-and-therapies/benefits-of-telemedicine

Henderson, E. (2023). Virtual or in person: Which kind of doctor’s visit is better, and when it matters. (2023). News Medical. Retrieved from https://www.news-medical.net/news/20230306/Virtual-or-in-person-Which-kind-of-doctore28099s-visit-is-better-and-when-it-matters.aspx

How do virtual visits work? (2023). UnitedHealthcare. Retrieved from https://www.uhc.com/news-articles/benefits-and-coverage/virtual-visits

Lee, C. (2023). Common Misconceptions About Working in Telemedicine. Retrieved from https://openloophealth.com/blog/common-misconceptions-about-working-in-telemedicine

Lee, E. C., Grigorescu, V. Enogieru, I., Smith, S. R. Samson, L. W., Conmy, A. B. , & De Lew, N. (2023). Updated National Survey Trends in Telehealth Utilization and Modality (2021-2022). Assistant Secretary for Planning and Evaluation (ASPE). Retrieved from  https://aspe.hhs.gov/sites/default/files/documents/7d6b4989431f4c70144f209622975116/household-pulse-survey-telehealth-covid-ib.pdf

Robeznieks, A. (2023). How telehealth’s future came into clearer view in 2023. American Medical Association (AMA). Retrieved from https://www.ama-assn.org/practice-management/digital/how-telehealth-s-future-came-clearer-view-2023

Stewart, C. (2024). Telemedicine – statistics and facts. Statista. Retrieved from https://www.statista.com/topics/12106/telemedicine/

Telehealth: What Is It, How to Prepare, Is it Covered? (n.d.). National Institute on Aging. Retrieved from https://www.nia.nih.gov/health/medical-care-and-appointments/telehealth-what-it-how-prepare-it-covered

Telehealth for rural areas. (2024). Health Resources & Services Administration (HRSA). Retrieved from https://telehealth.hhs.gov/providers/best-practice-guides/telehealth-for-rural-areas/access-to-internet-and-other-telehealth-resources

The Pros and Cons of Virtual Care. (2022). bravo. Retrieved from https://www.bravowell.com/resources/the-benefits-of-virtual-healthcare

Top 10 Telemedicine Myths. (n.d.). WeHealth Retrieved from https://wehealth.nyc/top-10-telemedicine-myths/

Why use telehealth? (2024). Health Resources & Services Administration (HRSA). Retrieved from https://telehealth.hhs.gov/patients/why-use-telehealth

Zulman, D. M., & Verghese, A. (2021). Virtual Care, Telemedicine Visits, and Real Connection in the Era of COVID-19: Unforeseen Opportunity in the Face of Adversity. JAMA; 325(5), 437–438. doi:10.1001/jama.2020.27304