How caregivers can join a tele-visit

Audience: all

Caregivers play an important role in supporting patients during telemedicine visits. Joining a tele-visit allows caregivers to help communicate health concerns, assist with technology, and provide emotional support. This guide explains how caregivers can prepare for and participate in tele-visits effectively. It covers steps for setting up the technology, privacy considerations, and how to work with healthcare providers remotely. Caregivers should also recognize when urgent in-person care is needed. Telemedicine can be a helpful tool for many health concerns but has limits. This guide helps caregivers understand what tele-visits can and cannot do, ensuring safe and productive remote healthcare experiences.

Red flags — go in person / ER

• Sudden difficulty breathing or chest pain — call emergency services immediately.
• Severe confusion, unresponsiveness, or sudden weakness — seek urgent medical help.
• High fever that does not improve or worsens despite treatment — contact healthcare provider promptly.

What telemedicine can do

• Routine follow-up visits and medication reviews.
• Discussing symptoms and health concerns that do not require physical examination.
• Mental health counseling and support.
• Chronic disease management education and monitoring.

What telemedicine cannot do

• Emergency medical situations requiring immediate physical intervention.
• Physical examinations that need hands-on assessment or diagnostic tests.
• Procedures or treatments that require in-person presence.
• Severe or rapidly worsening symptoms needing urgent evaluation.

What is a tele-visit and why include caregivers?

A tele-visit is a healthcare appointment conducted remotely using video or phone technology. Including caregivers in tele-visits helps patients who may have difficulty communicating, remembering details, or managing technology. Caregivers can support by sharing important health information, asking questions, and helping follow care instructions.

Preparing to join a tele-visit as a caregiver

\1

During the tele-visit: tips for caregivers

\1

Privacy and consent considerations

Patient privacy is important during tele-visits. Caregivers should only join with the patient’s permission. Healthcare providers may ask for consent to include caregivers. Sensitive topics should be discussed with the patient’s comfort in mind. Protect login details and avoid sharing visit information without approval.

When telemedicine may not be enough

Telemedicine is useful for many health concerns but cannot replace all in-person care. Caregivers should watch for urgent signs that need immediate medical attention. If symptoms worsen or new serious symptoms appear, seek emergency care or an in-person visit promptly.

How to prepare for your tele-visit

• Confirm tele-visit appointment time and platform details.
• Ensure device is charged and connected to stable internet.
• Test video and audio functions before the visit.
• Gather patient’s medical records, medication list, and questions.
• Choose a quiet, private location for the visit.
• Obtain patient’s consent for caregiver participation if needed.

After your tele-visit

• Review notes taken during the visit with the patient.
• Help schedule any recommended follow-up appointments or tests.
• Assist with understanding and following treatment plans.
• Monitor patient’s symptoms and report any new concerns to the provider.
• Keep communication open with healthcare providers as needed.

FAQs

Can a caregiver join a tele-visit without the patient’s permission?

No. Patient privacy is protected by law and ethical standards. Caregivers should only join tele-visits with the patient’s consent unless the patient is unable to give consent due to age or medical condition.

What if the patient has trouble using the technology?

Caregivers can assist by setting up the device, testing the connection, and helping the patient navigate the telemedicine platform. It may help to practice before the appointment.

Are tele-visits secure and private?

Most telemedicine platforms use encryption and security measures to protect privacy. However, it is important to use a private space and secure internet connection to maintain confidentiality.

Can caregivers speak on behalf of the patient during the tele-visit?

Caregivers can support communication but should respect the patient’s wishes and allow them to speak for themselves when possible. The healthcare provider may address both patient and caregiver.

What should I do if the tele-visit is not enough to address the health concern?

If symptoms persist or worsen, or if the provider recommends, arrange for an in-person visit or emergency care. Telemedicine is a complement, not a replacement, for all healthcare needs.

Sources

1. Telehealth: What You Need To Know — MedlinePlus, U.S. National Library of Medicine.
2. Telemedicine: Opportunities and Developments in Member States — World Health Organization.
3. Tips for Caregivers: Helping with Telehealth Visits — Centers for Disease Control and Prevention (CDC).
4. Telemedicine and e-Health — National Library of Medicine.

This guide provides general information about telemedicine and caregiver participation. It is not a substitute for professional medical advice, diagnosis, or treatment in person. Always seek the advice of your healthcare provider with any questions about a medical condition or before making changes to care plans.