https://www.curemd.com/neurology-billing-services

Top 5 Must-Have Documents for Your
Telehealth Marketing Funnel
The rapid adoption of telehealth has reshaped how healthcare providers engage with patients,
making digital marketing strategies more important than ever. A well-structured marketing funnel
guides prospective patients from initial awareness to conversion and ongoing care. While tools
like SEO, social media, and email campaigns form the tactical foundation, the real engine
behind a successful funnel lies in its content—and more specifically, in the documents that
drive engagement, trust, and decision-making.
In the context of telehealth, where interactions are largely virtual, thoughtfully crafted documents
act as essential touchpoints. They help potential patients understand your services, build
confidence in your expertise, and ultimately book appointments. Below, we explore the top five
must-have documents for any successful telehealth marketing funnel.

1. Patient Onboarding Packet
What it is:
A comprehensive patient onboarding packet includes all necessary information for new patients
before their first telehealth appointment. This can include intake forms, consent forms, telehealth
instructions, and insurance details.
Why it matters:
This document sets the tone for the patient-provider relationship. A clear, accessible
onboarding packet helps patients feel prepared and confident in the care process. It also
streamlines administrative processes for your staff.
What to include:
● Welcome letter

● HIPAA and telehealth consent forms

● Technology requirements for virtual visits

● Insurance and billing information

● Emergency contact procedures

The onboarding packet can also be digitized and automated using CureMD’s Telehealth
platform, which simplifies the entire pre-visit process. CureMD allows healthcare practices to
send secure digital forms, eliminating paperwork bottlenecks and ensuring compliance with
industry regulations.

2. Telehealth Services Guide
What it is:
An educational brochure or digital PDF that outlines the scope of services offered through
telehealth. This includes specialties, consultation types, and availability.
Why it matters:
Patients often have questions about what conditions or services can be managed virtually. A
telehealth services guide helps answer those questions, reduces uncertainty, and encourages
scheduling.
What to include:
● Overview of available services

● Technology requirements

● Provider credentials

● Expected patient outcomes

● Step-by-step guide to booking a virtual appointment

This is especially useful in specialty care areas. For example, in neurology billing services, it’s
important to communicate how complex visits like virtual neurology consultations are structured,
what’s covered, and how billing is handled.
CureMD’s EHR and billing integration allow practices to document services and ensure
accurate coding and reimbursement. For neurologists and other specialists, this means fewer
administrative errors and faster payments.

3. FAQs and Troubleshooting Document
What it is:
A document designed to address common patient concerns and technical issues related to
telehealth appointments.

https://www.curemd.com/pediatrics-emr.asp


https://www.curemd.com/mental-health-provider-credentialing.asp

Why it matters:
One of the most common barriers to telehealth adoption is patients' lack of comfort with
technology. A dedicated FAQ document helps demystify the process and offers reassurance.
What to include:
● How to log into a virtual appointment

● What to do if the video call doesn’t work

● Accepted devices and browsers

● Steps to reschedule an appointment

● How personal data is protected

Including visuals like screenshots or short video clips can enhance this document’s
effectiveness.
CureMD supports seamless virtual visits with built-in patient communication tools. Whether a
patient is accessing care for behavioral health or chronic conditions, CureMD ensures a reliable,
secure, and user-friendly experience.

4. Provider Profile Sheets
What it is:
Detailed bios or one-pagers highlighting your telehealth providers, including their qualifications,
experience, and patient care philosophy.
Why it matters:
Telehealth lacks the face-to-face interaction of traditional appointments. These documents help
humanize your practice and establish trust with prospective patients.
What to include:
● Medical education and board certifications

● Clinical interests and areas of expertise

● Patient testimonials or reviews

● Languages spoken

● Availability and scheduling links

This is particularly useful for pediatric care. Parents are often cautious when choosing telehealth
providers for their children. A pediatric EHR that integrates directly with these profile sheets can
make it easier for families to schedule and maintain care continuity with the same provider.
CureMD’s pediatric EHR module is designed with child-specific templates, growth charts,
vaccination tracking, and developmental milestone monitoring—all optimized for virtual care.
Providers can generate real-time reports and tailor visits to each child's needs, offering parents
peace of mind and personalized service.

5. Insurance and Credentialing Information Sheet
What it is:
A document outlining accepted insurance plans, payment policies, and the provider’s
credentialing status.
Why it matters:
Credentialing is essential in building trust and ensuring patients that your providers meet
industry standards. In mental health and other sensitive care areas, this document plays a
critical role in patient decision-making.
What to include:
● Accepted insurance providers

● Self-pay rates and policies

● Provider license numbers and credentials

● Credentialing organization names

● Telehealth compliance accreditations

In the context of credentialing services for mental health providers, CureMD stands out by
offering integrated solutions that manage everything from application submission to ongoing
compliance tracking. Their credentialing dashboard reduces turnaround times and ensures your
practice remains audit-ready.
For behavioral health clinics and private practices offering telehealth, CureMD streamlines
provider onboarding, payer enrollment, and compliance—allowing mental health professionals
to focus on care delivery rather than paperwork.
CureMD: The Infrastructure Behind a Smarter Funnel
While these five documents form the backbone of a successful telehealth marketing funnel, their
effectiveness is amplified when they are automated, secure, and integrated into a broader
practice management ecosystem.
CureMD delivers a unified solution for telehealth practices, combining:
● Electronic Health Records (EHR)

● Practice Management

● Medical Billing

● Patient Engagement

● Credentialing

● Telehealth infrastructure

This means practices don’t just have the documents—they have a system that automates
them, ensures regulatory compliance, and provides analytics on their usage. For example,
practices can track open rates of onboarding packets or measure how frequently FAQs are
accessed to optimize future communications.
CureMD’s platform is cloud-based, HIPAA-compliant, and accessible from any device. It
empowers solo practitioners, multispecialty groups, and specialty-focused clinics to launch,
grow, and scale their telehealth services with confidence.

Final Thoughts
In telehealth, where physical distance is the norm, documents become the digital handshake—
welcoming, informing, and assuring patients. Each of the five documents outlined here plays a
pivotal role in building a seamless and trust-centered marketing funnel.
Whether you're offering pediatric care, neurological services, or mental health counseling,
having the right documents—supported by the right technology—can be the difference between
a casual visitor and a loyal patient.
With platforms like CureMD, providers not only get the tools to manage their operations but also
the intelligence to refine their patient journeys. As telehealth becomes an enduring fixture of
modern healthcare, these foundational documents—and the systems behind them—will
continue to drive successful patient engagement.