Provider Resources
Insights Basics & Visit Summaries
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
-
Join the patient video call from the Call Center, notification, or invite
-
Click on the chat icon at the bottom of the Zoom video screen to open the chat
-
Click on the link provided. Insights will open in your web browser
-
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 - Patient Details & Summary
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 and during the visit will appear below the patient's details in the Recorded Health Data section.
Related Resources:
Insights - Live Patient Data
Measurements
Any measurements taken before and during the visit will appear below the patient's details in the Recorded Health Data section on the Patient Summary page.
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.
Follow the instructions on the right of the screen to guide the GALE user and receive measurements in real-time.
Insights - Summarize Visit
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.
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.
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.
Please note: Email, SMS, and WhatsApp are not secure, so these channels 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.
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 40 minutes to export the summary before the data is no longer available.
Related Resources:
Visit Summary Overview
Included with each Visit Summary
Provider Details
-
Name
-
License (if applicable)
Provider Notes
-
Notes that will only appear if the Provider downloads a copy for themselves
-
Notes for the Patient that will be sent with the Visit Summary if shared
Patient Details (completed during patient Intake, if defined)
-
Name
-
DOB
-
Gender
-
Height
-
Weight
-
ID Number
-
Allergies
-
Current Medicaltions
-
Current Conditions
-
Medical History
Visit Details (completed during patient Intake, if defined)
Any additional questions defined during intake will appear here, with the question and answer
Vital Signs and other measurements
Any measurements taken before or during the visit will be displayed under their applicable category
-
Blood Pressure Monitor
-
Pulse Oximeter
-
Thermometer
-
Stethoscope
-
Image Gallery
-
Otoscope
-
Exam Camera
-
GALE Camera
-
Example of a Visit Summary
Related Resources:
Visit Summary - GALE Point of Care Options
Manage a Patient Summary
There are a few options for a point-of-care (GALE) user to receive a copy of the Visit Summary:
Manage the summary on GALE
-
Request the remote Clinician to send a copy to the GALE device
-
Navigate to Measurements
-
Open Health History
-
Open Visit Summary
-
Select the Visit Summary PDF
-
Share the Summary (share options are not HIPAA-compliant)
-
Print this copy for your records or to give to the patient and/or guardian.
-
-
Allow the GALE operator access to the Clinic
This will allow access to Insights for any call so they can securely download their own copy of the visit summary for the patient they are managing.
-
Contact your administrator to add you as a Call Center user and give you access to the Clinic you use to manage patients
-
Log in to the Call Center on your web browser
-
Follow the instructions on this page on how to use Insights to get a summary
Invite the GALE operator through the call
-
Invite the GALE operator
-
GALE user - Use the GALE invite feature on the top options bar in the call
-
Provider - Through the Zoom Invite feature on the Provider's Zoom Call
-
-
Join the call from your computer (mute so you don't get audio feedback)
-
Open Insights from the Zoom chat (you can leave the Zoom call once Insights is open)
-
Download the summary at any time during or after the call
Related Resources:
What to do with a Visit Summary
You can use the visit summary to keep a record for each patient visit. The visit summary is exported as a PDF that you can:
-
Upload to your EHR
-
Print for patient or school records
-
Print for patient or guardian copy
-
Store in a HIPAA-compliant file system
-
Use as a reference to fill out medical records