Build the examination option into the promise
The CPSO policy addresses the standard of care and the suitability of virtual care. Start the patient journey with an accurate explanation that a remote encounter may identify the need for an in-person assessment.
Confirm the receiving arrangement before promoting it. Ask the proposed practice which patients and concerns it accepts, how information is delivered, and how the referring team learns the outcome. A nearby clinic's public address proves its location, not its participation in your service.
Test the directions with the intended patient group. Check the point where someone needs to book, travel, bring information, or explain a prior online assessment. Confusion at those transitions can leave the next clinician without the context the remote team already gathered.
Record unsuccessful transfers in an active queue. If the patient cannot secure the planned appointment, send the issue back to a clinical owner. The support team can help coordinate, but it should not invent an alternative medical plan to close a ticket.