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Telehealth Training Manuals and Guidelines -- trusted by medical professionals since 1985


Telehealth Training Manuals and Guidelines


Telehealth is an essential service — now center stage in healthcare.   Clinical Telehealth training is also essential!  Currently, no evidence has shown that electronic Guidelines replace clinical telehealth training, making training  materials an essential component of any telehealth system.

Managers: Jump start your clinical training  for existing or new staff!  The texts are unique, evidence-based and practical  — for a group or a new hire as a self-study.  Get staff up to speed quickly, and check that task off your list!  Even with the introduction of electronic decision support guidelines,  clinicians still make basic errors (Wheeler, 2015, 2019). Ms. Wheeler designed the course material to reduce common, recurrent errors she discovered while serving as an expert witness on 35+ cases since 1995.

The training  manuals address methods to reduce recurrent failures of assessment, communication, continuity, informed consent and human error — all root causes of error in Medicine (Joint Commission).  Ms Wheeler’s goal was to develop training products that were as evidence-based, standards-based and as “real world” as is feasible.  

“Thank you so much for the materials that you’ve sent to me. In my new position, I was desperate for up-to-date information regarding risk management, scope-of-practice rules and any other information I could find.

Your books and articles have answered all of my most important questions and so much more.  Thanks to you, I’m no longer just relying on my past 11 years of practical experience as a telephone triage nurse. I now have written ‘best practice’ standards in hand that I can refer to. Many thanks again for all you do.  T.W., Clinical Quality Auditor, 24/7 Triage Line, California

Telehealth Guidelines


 Telehealth Training Manuals 

 Telehealth: Essentials for Evidence-Based Practice (2021)

Structure, Process and Outcomes for 5-Level Telephone Triage 

Description:  Essentials for Expert Practice is a revision of The Fine Art of Telephone Triage (1993) the original “how to” course in telephone triage.  Participants are introduced to key standards-based practice tools. Focusing on theessential elements —   Structure, Process and Outcomes — this training manual is a “4-in-1” system with training  program (with downloadable audiotapes), a documentation form, Universal Guideline and Standards.

Telephone Triage Risk Management in Primary Care, Urgent Care and ED Settings (2021)

updates telephone triage and telehealth clinicians about current risk management related to telephone triage.  Utilizing case studies and legal principles, the course examines controversial trends and practices as well as ongoing patterns of system and human error.  It also proposes standards-based solutions and new technologies to current patterns of error.  180 Pages,  51 Medical Malpractice Case studies, New   Standards, Regulations, and Policies.

Available on Amazon in early 2021

Safety of Telephone Triage Decision Makers (2015)

A narrative review of the literature. and the first to identify and describe key aspects of telephone triage practice.  It describes the field in detail, providing an in-depth understanding of key issues related to the safety of decision makers and systems  Examines recent studies of four groups of clinical and non-clinical telehealth decision makers — physicians, nurses, EMDs and clerical staff.  Also identifies key system components (Standards, Training, Guidelines, Documentation Tool) in current practice. A 26 page research article from Journal of Telemedicine and Telecare 

Telehealth Guidelines

Addresses major elements of telephone triage and how to correctly operate telephone triage protocols and form.   Available as Age-based Adult, School Age or Infant-child Guidelines  (400+ pages) and audio link for 10 case studies for analysis and critique.  Available on Amazon now

Telephone Triage: Theory, Practice and Protocol Development (1993-2005)

The “Classic”  and original basic training manual for the practice of telephone triage, describes major issues and strategies for safe practice.  Based on “Telephone Triage: Theory, Practice and Protocol Development” (1993), managers often use this Text for staff training as a self-study and essential overview of risk management (1993-2005), nursing process, communications, high risk populations and crisis management.  Also Included:   Audiolink to 10 case studies (1993)

Currently available  on Amazon


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