Checklists

Checklist for Initiating Telehealth Services (EN)

by Great Plains Telehealth Resource & Assistance Center
November 30, 2020

TYPE OF TOOL: Checklist.
TARGET POPULATION: Developed for clinicians and / or clinics.
BASIC DESCRIPTION: Provides a detailed checklist for the possible steps in setting up Telehealth services.

Consent to Use Electronic Communications to Provide Telehealth Services (EN)

by Canadian Physiotherapy Association

TYPE OF TOOL: Consent Form.
TARGET POPULATION: Developed for clinics.
BASIC DESCRIPTION: Provides a PDF consent form developed by the Canadian Physiotherapy Association to use with clients accessing Telehealth Services.

Developing a Strong ‘Web-Side Manner’ for Healthcare Providers using Video-Based Virtual Care (EN)

by REFRESH
April 01, 2020

TYPE OF TOOL: List of “Tips”.
TARGET POPULATION: Developed for clinicians.
BASIC DESCRIPTION:Provides suggestions for improving video based sessions.

How-To Guide to Video Appointments for Practitioners (EN)

by University of Plymouth - Faculty of Health

TYPE OF TOOL: Checklist / Flowchart.
TARGET POPULATION: Developed for clinicians.
BASIC DESCRIPTION: Provides a step by step checklist / flowchart for setting up telehealth.

Lignes directrices de prestation de services àdistance / Télésanté / Télépratique (FR)

by l’Ordre des ergothérapeutesdu Québec (OEQ)
May 14, 2025

TYPE OF TOOL: Practice guide.
TARGET POPULATION: Developed for occupational therapists.
BASIC DESCRIPTION: Guidelines for providing remote services, telehealth, and telemedicine. Designed to support your daily practice, this document specifies requirements and presents best practices for providing safe, ethical, and high-quality virtual services. 
 

Netsmart Telehealth: A guide for post-acute providers (EN)

by Netsmart

TYPE OF TOOL: Guide and checklist
TARGET POPULATION: Developed for clinicians and / or clinics.
BASIC DESCRIPTION: Provides information and checklists for setting up a Telehealth practice with information on Netsmart services. Developed in the United States.

Remote Musculoskeletal Assessment Framework (EN)

by Murray, T., Murray, G., & Murray, J.
January 19, 2021

TYPE OF TOOL: Remote practice framework.
TARGET POPULATION: Developed for clinicians.
BASIC DESCRIPTION: Provides an evidence based framework and guide for remote consultation techniques and musculoskeletal conditions.  

Resources for Telerehabilitation Success (EN)

by College of Physiotherapists of British Columbia (CPTBC)

TYPE OF TOOL: Checklist.
TARGET POPULATION: Developed for clinicians.
BASIC DESCRIPTION: Provides a multi-level checklist for setting up a telehealth service with Canadian resource links imbedded.

Telemedicine Management of Musculoskeletal Issues (EN)

by Yedlinsky, N.T., & Peebles, R. L.
January 12, 2021

TYPE OF TOOL: Assessment guide.
TARGET POPULATION: Developed for clinicians.
BASIC DESCRIPTION: Provides an overview of assessment considerations for musculoskeletal telemedicine.

Telepractice Checklist for Speech-Language Pathology Services (EN)

by Speech-Language & Audiology Canada (SAC)

TYPE OF TOOL: Checklist.
TARGET POPULATION: Developed for clinicians / clinics.
BASIC DESCRIPTION: Provides a multi-level checklist for setting up a telehealth service with Canadian resource links imbedded.

Telerehabilitation Questionnaire (TRQ) (EN)

TYPE OF TOOL: Questionnaire.
TARGET POPULATION: Developed for adults.
BASIC DESCRIPTION: A seven item questionnaire rated on a 6-point scale used to evaluate the experience with a telehealth session.

Telerehabilitation Toolkit for Outpatient Rehabilitation Programs (EN)

by UHN Toronto Rehabilitation Institute

TYPE OF TOOL: Toolkit (includes videos / checklists).
TARGET POPULATION: Developed for clinicians and / or clinics.
BASIC DESCRIPTION: Provides videos and checklists to help set up a Telerehab practice. Videos include simulated examples of setting up and running a remote session.

TelereHub Child - Telerehab Resources (EN)

by TELEREHUB Child

TYPE OF TOOL: Resource Website.
TARGET POPULATION: Developed for clinicians.
BASIC DESCRIPTION: Provides a various resources for implementing telerehabilitation into the care of children.

The Telehealth Readiness Assessment (EN)

by Maryland Health Care Commission (MHCC)
February 02, 2018

TYPE OF TOOL: Quiz / Checklist.
TARGET POPULATION: Developed for clinics.
BASIC DESCRIPTION: Provides an online quiz of checklist questions assess a clinic’s ability / readiness to start a Telehealth practice.

The Telehealth Ten: A Guide for a Patient-Assisted Virtual Physical Examination (EN)

by Benziger, C.P., Huffman, M.D., et al.
July 18, 2020

TYPE OF TOOL: Research Article.
TARGET POPULATION: Developed to inform clinicians, researchers, and educators.
BASIC DESCRIPTION: The authors propose the “Telehealth Ten,” which is a patient-assisted clinical examination to help guide clinicians.

The Virtual Foot and Ankle Physical Examination (EN)

by Stephanie K. Eble, et al.

TYPE OF TOOL: The virtual foot and ankle.
TARGET POPULATION: Developed for clinicians.
BASIC DESCRIPTION: Provides a comprehensive virtual foot and ankle examination for telehealth visits, including instructions that can be provided to patients verbatim and a corresponding checklist for provider documentation.

Virtual Assessment of MSK Conditions (EN)

TYPE OF TOOL: Assessment Manual.
TARGET POPULATION: Developed for clinicians.
BASIC DESCRIPTION: Provides a complete overview from patient selection, visit set up, patient communication and visit completion.

Virtual Care Toolkit (EN)

May 05, 2020

TYPE OF TOOL: Checklist.
TARGET POPULATION: Developed for clinicians and clients.
BASIC DESCRIPTION: Provides a series of questions to guide the preparation of telehealth sessions.

Virtual Healthcare (Telestroke) (EN)

by Heart and Stroke Foundation of Canada
May 02, 2022

TYPE OF TOOL: Checklist.
TARGET POPULATION: Developed for clinicians / clinics.
BASIC DESCRIPTION: Provides an overview of the Canadian best practices and a checklist for setting up telehealth in heart and stroke management.