Athena Telehealth Readiness Checklist

Current: 12/13/24


Athena Telehealth Readiness Checklist:

  • Verify patient has correct mobile phone and email address listed within the patients chart quickview. 
    • Update as necessary.
      • WHY – Telehealth links are sent to patients via text and email.
  • Review patient appropriateness in sticky note/chart alert – located in patient information banner.
    • IF a patient has been given an “inappropriate” status or is ineligible for telehealth it will be listed here.
  • Review browser requirements with patient
    • Desktop – Patient Facing
      • Google Chrome (latest three versions), for macOS and Windows
      • Microsoft Edge (chromium-based, version 79 and later), for Windows
      • Safari (version 12+) on macOS
      • Firefox (latest three versions), for macOS and Windows
    • Mobile – Patient Facing
      • Google Chrome on Android (latest three versions)
      • Samsung Internet Browser (version 12+) on Android
      • Safari on iOS 12+
        • Important: athenaTelehealth is not supported on other browsers (such as Chrome) on iOS, because those browsers do not support WebRTC.
    • Brower requirements for patients
      • The athenaTelehealth patient experience is available for any video-enabled desktop or mobile device through a Web browser.
      • For the mobile experience, patients can use the Chrome browser on Android devices or the Safari browser on iPhone devices.
      • Patient must allow the athenaTelehealth app access to their device's camera and microphone.

Step-by-step instructions for Patient:


  • Regardless of the type of device the patient uses to join the athenaTelehealth visit, patients see controls to:
    • Join or Leave the call. Patients can clinic the following buttons.
    • Adjust patient audio and video settings
      • Click Test your speakers to initiate a sound test and adjust the volume of your speakers as needed.
      • Microphone — Change your audio source and check your audio preview.
      • Camera — Change your video source and check your video preview.
      • Report a Technical Issue — Both practice staff and the patient can click this link while previewing their video and during the athenaTelehealth visit to report issues to athenahealth
      • After a member of the practice (SCC STAFF) joins the call, the patient will also see these controls
  • Pre-Appointment device check workflow for a patient:
    1. When Patient opens the link to the troubleshooting web application, the app automatically checks the web browser she opened for compatibility. She is on a supported browser so she sees the following message, "Great, you're on a supported browser."
    2. Patient notices options for English-language or Spanish-language text.
    3. She selects the Eng icon for English-language.
    4. Patient clicks the "Start device check" or "Got it, let's start button".
    5. Speaker Test — The audio output automatically defaults to the device. Patient clicks the downward arrow and selects an alternate audio output device, her headphones.
    6. A test sound initiates.
    7. Patient clicks Yes, I hear it.
      • Important: If she does not hear the test sound, she can click No, I don't and a set of device-specific troubleshooting steps display at the bottom of the page.
    8. Microphone test — Patient clicks the downward arrow and selects her headphones with a built-in microphone.
    9. She tests the microphone and sees the audio bar move.
    10. She clicks Yes, I see it.
      • Important: If she does not see the audio bar move, she can click No, I don't and a set of device-specific troubleshooting steps display at the bottom of the page.
    11. Camera test — The setting automatically defaults to her device's built-in camera. Patient clicks the downward arrow and selects her usb-attached webcam.
    12. Patient sees herself in the window.
    13. She clicks Yes, I see myself.
      • Important: If she does not see herself, she can click No, I don't and a set of device-specific troubleshooting steps display at the bottom of the page.
    14. The next page appears with a message saying, "Good job! You're all set. We look forward to seeing you at you appointment time. You may close this window."
    15. Patient closes the window.
    16. Note: Your patient can click Still got questions? Visit our FAQ to display the full Telehealth FAQ & Troubleshooting page.