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How to prepare for an introduction

Topics to discuss during your matching introduction call

During the introductory meeting, Physicians may ask the following questions to assess a potential match. Practitioners may also ask similar questions to ensure the collaboration is mutually beneficial.

Clinical Information

  • What is your clinical background and experience?
  • Have you completed any specialized training relevant to our practice or patient population?
  • Are there any limitations or restrictions to your scope of practice that I should be aware of?
  • Are you comfortable with telemedicine and virtual patient interactions?

Basic Expectations, Documentation, and Communication Preferences 

  • Do you have any specific needs or expectations for this collaboration?
  • How and when will we communicate with each other?
  • What is your availability for virtual meetings and consultations?
  • What is your preferred method of communication (e.g., email, video calls, phone calls)?
  • Do you have access to the necessary technology and resources for virtual care?
  • How will patient records and documentation be managed in a virtual collaboration?
  • Are you familiar with using the Zivian Health platform for chart reviews?

Quality Improvement and Feedback

  • Are you open to participating in quality improvement initiatives and peer reviews?
  • Are you open to receiving feedback and making improvements as needed?

Emergency Planning and Contingencies

  • What are the procedures in place for handling emergencies or unexpected situations during virtual care?
  • How will you handle emergencies or situations that require immediate attention?