Conducting Visits

Conducting telemedicine visits is the core function of providers on CureCompanion. This process involves several key phases from joining the video call to completing documentation and signing off on the visit.

Visit Workflow Overview

A typical telemedicine visit follows this general workflow:

1. Join the Video Call – Connect with the patient through the video interface
2. Conduct the Consultation – Perform the medical examination and discussion
3. Document the Visit – Record findings, assessments, and treatment plans
4. Review AI Assistance – Utilize AI-generated documentation and transcripts
5. Sign and Complete – Electronically sign the visit to finalize documentation
6. Messaging – Communicate with patients and staff during the visit as needed

Key Visit Phases

Pre-Visit Preparation

Before joining a visit, you can review comprehensive patient information to prepare for the consultation. From the visit details page, you can access:

• Patient demographics including name, age, and contact information
• Medical history including previous visits, conditions, medications, and allergies
• Visit-specific information such as symptoms entered by the patient or healthcare professional
• Previous visit documentation and progress notes

Active Visit Phase

During the active visit, you have access to:

• Live video and audio with the patient
• Real-time documentation tools
• Patient medical history and records
• Messaging capabilities
• AI-generated progress notes

Post-Visit Documentation

After the consultation, you complete the visit by:

• Finalizing progress notes
• Reviewing AI-generated content
• Adding any additional assessments or plans
• Electronically signing the visit

Documentation Features

CureCompanion provides comprehensive documentation tools including:

• SOAP Format Notes – Structured progress notes using Subjective, Objective, Assessment, and Plan format
• Rich Text Editor – Full formatting capabilities for detailed documentation
• AI Assistance – Automated transcription and documentation suggestions

Visit Management

Throughout the visit, you can manage various aspects:

• Call Controls – Audio/video settings and call management
• Patient Records – Access to full patient history and information
• Visit Status – Track the current phase and completion status
• Secure Messaging – Communicate with patients and other providers

Getting Started

To begin conducting visits effectively:

1. Review the joining process – Learn how to connect to video calls
2. Understand documentation tools – Familiarize yourself with the SOAP editor and features
3. Explore AI assistance – Learn how to leverage automated transcription and suggestions
4. Practice signing visits – Understand the electronic signature process
5. Learn messaging features – Know how to communicate during visits

Detailed Sections

For comprehensive guidance on each aspect of conducting visits, refer to these detailed sections:

• Joining a Telemedicine Video Call – Complete guide to connecting with patients
• Documentation During Visits – In-depth coverage of progress notes, SOAP format, and medical documentation
• AI-Assisted Documentation – How to use AI transcription and automated documentation features
• Signing Visits – Electronic signature process and visit completion
• Messaging During the Visit – Secure communication tools and best practices

Best Practices

• Prepare in advance – Review patient information before joining the call
• Document as you go – Record findings during the visit for accuracy
• Use AI wisely – Review and edit AI-generated content for accuracy
• Complete promptly – Finish documentation and signing soon after the visit ends

Troubleshooting

Common issues during visits and their solutions:

Video or Audio Connectivity Problems

• Check browser compatibility: Ensure you’re using a supported browser with WebRTC video calling capabilities
• Verify permissions: Allow camera and microphone access when prompted by your browser
• Test connection: Check your internet connection speed and stability
• Refresh the page: If video/audio fails to load, refresh the visit page and try rejoining
• Close other applications: Free up bandwidth by closing unnecessary programs or browser tabs
• WebRTC availability: If you see “Sorry, Web RTC is not available in your browser”, try using a different supported browser

Documentation Not Saving Properly

• Save manually: Use the “Save” button frequently rather than relying only on auto-save
• Check connection: Ensure your internet connection is stable during documentation
• Refresh and retry: If save attempts fail, refresh the page and try again
• Document in sections: Save individual SOAP sections rather than waiting to save everything at once

AI Features Not Working as Expected

• Check audio quality: AI transcription works best with clear audio – ensure good microphone setup
• Review generated content: Always review and edit AI-generated progress notes for accuracy (note the warning: “This documentation has been created by AI and could contain inaccuracies. Double-check before signing the visit.”)
• Manual override: If AI suggestions aren’t helpful, you can always document manually using the rich text editor
• Wait for processing: Allow time for AI features to process call audio after the visit ends
• Transcript availability: Call transcripts may not be immediately available – the system will show “Call transcript is not available yet” until processing is complete

Patient Communication Difficulties

• Use messaging features: If verbal communication is unclear, utilize the secure messaging functionality during visits
• Check patient’s connection: Audio/video issues may be on the patient’s side – guide them through basic troubleshooting
• Document communication barriers: Note any language barriers or hearing difficulties in your visit documentation
• Follow up post-visit: Use messaging to clarify any unclear information after the visit

System Notifications and Conflicts

• “Another call is already active”: Ensure you’ve properly ended any previous video calls before starting new ones
• Visit not loading: Refresh the page and check that the visit is scheduled for the current time
• Unable to join visit: Verify you have accepted the visit request and it appears in your schedule

Getting Additional Help

If issues persist:

• Contact your system administrator for technical support
• Use the help or support contact within the CureCompanion application
• Check your user permissions and access levels with your facility administrators

Each detailed section provides step-by-step instructions and best practices for mastering that aspect of the visit process.