
Provider Resources
Insights Basics
Insights
Insights allows you to view, control, and export patient data and measurements for a complete video visit. You can also write visit notes, and write and send prescriptions to the patient. There are two ways to join Insights: Zoom chat or Call Center.
Open Insights through the Zoom chat link
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Join the patient video call from the Call Center, notification, or invite
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Click on the chat icon at the bottom of the Zoom video screen to open the chat
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Click on the link provided. Insights will open in your web browser
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Note: You cannot write prescriptions if you enter Insights this way



Open Insights through the Call Center
Click "Insights" on the incoming call that appears on the Call Center. Insights will be displayed in a new browser window.


Related Resources:
Insights - Live Patient Data
Patient summary
Upon entering Insights you will be greeted with the Patient Summary page.
If the patient has filled out details about themselves, they will be displayed in the corresponding panels.
Measurements
Any measurements taken before the visit will appear below the patient details in the Recorded Health Data section.



Take or view live measurements
Navigate to any corresponding measurement page on the left-side navigation. You can watch the live data come in from the GALE device, or start and stop the diagnostic device remotely.
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Follow the instructions on the right of the screen to guide the GALE user and


Related Resources:
Insights - Summarize Encounter
You can add additional details to the Encounter to download for yourself or share with the GALE operator and the Patient. Navigate back to the Patient Summary page to add notes for yourself and the patient.
Provider notes
Notes just for you. If you would like to add additional details about the patient or notes about the visit, use the “Provider Notes” field at the top of the page before downloading the summary.
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Provider notes for the Patient
Notes for the patient. If you would like to add additional details about the patient or notes about the visit, use the “Provider Notes for the Patient” field in the Patient Summary section before sharing the summary.
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Note-taking tip
Turn off your video and microphone while you write your notes. It will feel more private and allow you to focus.



Related Resources:
Insights - Download & Share Encounter
Share a Patient Summary
Note: You must remain on the call to GALE to share a summary, which is sent from GALE. If the call has finished, the tie between GALE and Insights is severed to protect patient data. If the call has ended, you may still download the summary locally to your own computer.
To share a patient summary, click "Export Summary" on the top right corner and select "Share". Enter one or more of the share options.
A copy will always be sent to the GALE device. This is the most secure share option. Email, SMS, and WhatsApp are not secure and are not HIPAA compliant. If you send the summary to GALE, the operator can print the summary for their patient record directly from the GALE device. See Printing on GALE for more information.
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Download Patient Summary​
​Click "Export Summary" on the top right corner and select "Download" to save the encounter to your computer. The PDF file must be stored in compliance with HIPAA regulations. Once you have downloaded the summary, you can print it for your records or upload it to an EHR system.
Once the GALE user has ended the call and ended their session, you will have 20 minutes to export the summary before the data is no longer available.



