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Introducing Virtual Care to Your Clients

Article author
Alexandra Latter
  • Updated


If you've recently launched your virtual care program, you can use these resources to inform and prepare your clients. 

It's a good idea to let your clients know about your new virtual care platform and what they can expect if and when they decide to use it. Proactively sending an email to your clients to let them know about the launch of your virtual care program is a great way to ensure high adoption and uptake.

You can jump ahead in this article using the links below: 


Email Template

Subject: Get to know our new virtual care platform! 


You're receiving this email today to let you know that [YOUR CLINIC NAME HERE] has recently launched a simple, secure virtual care platform to serve you better. Through our new virtual care platform, you will be able to: 

  • Request video, messaging, phone, or in-person appointments with your provider 
  • Receive automated email reminders in the lead up to your appointments
  • Complete interactive digital forms prior or after your appointments
  • Securely share files with your provider
  • Enjoy encrypted video conferencing and messaging on our PHIPA/HIPPA compliant platform
  • ....and much more!

Step 1: Before your first appointment, you will receive an email prompting you to create an account. Just click the link in the email to get started!

Step 2: Follow the prompts on screen to get setup. It is recommended you do this at least 24hrs before your first appointment.

Step 3: Log in 10 minutes from the start time of your appointment and you'll be able to join the video or messaging appointment! Your provider will connect with you at the time of the scheduled appointment.



If you see clients in-person, it can also be a good idea to have printed handouts that you can distribute to your clients to describe your virtual care programs and their benefits. 


Sharing Articles on Telehealth and/or Virtual Care 

Staying on top of the current technologies in the medical industry isn't likely to be high on your clients' list of priorities. However, understanding the capabilities and upsides of virtual care will assist your clients in understanding why you are offering these services and how they can benefit them. 

Here are a few recommended articles: 


Technology Troubleshooting

Prior to any appointment clients will have the opportunity to log in to their accounts to test their internet speed, webcam, and microphone. One test is sufficient to ensure the tech will work for an video call, however, many clients have different levels of comfort with this technology. 

Encourage them to become more comfortable and to deepen their understanding of how each device works by referring them to the following online tools: 

Need A Hand? 🙋🏽🤔

Followed all the steps but still having issues? Feel free to reach out to our support team, we're more than happy to help!


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