NextGen Knowledge Center

Best Practices for a Successful Virtual Visit

When getting ready for a virtual visit, ensure you’re well-prepared for a smooth and comfortable experience by following these tips:

  1. Choose the Right Location
    • Quiet Space: Select a quiet place where you won’t be interrupted by people, pets, or background noise.
    • Private Area: Ensure the space is private enough for a professional conversation, especially for sensitive topics.
    • Comfortable Setting: Find a setting that allows you to sit comfortably for the duration of the call.
  2. Set Up Proper Lighting
    • Soft, Even Lighting: Use soft, even lighting that illuminates your face from the front. Avoid sitting with a light source directly behind you (like a window), as it will make it harder to see your face.
    • Ring Light: If natural light isn’t an option, use a ring light or soft desk lamp to achieve even, flattering lighting.
  3. Adjust Your Camera and Screen Position
    • Eye-Level Camera: Position your camera at eye level to simulate a face-to-face interaction. If you're using a laptop, consider using a stand or a stack of books to raise it.
    • Center Yourself: Ensure you are centered in the frame, with your head and upper torso visible. Avoid being too far away or too close to the camera.
    • Avoid Distorted Angles: Aim for a straight-on angle, not an upward or downward angle, to make sure you look engaged.
  4. Test Your Audio Equipment
    • Reduce Background Noise: Headphones or a headset with a built-in microphone can help reduce echo and background noise. Ensure your mic is not too close to your mouth to avoid muffled sounds.
    • Check Your Audio Settings: Test your speakers, microphone, and volume before the call. Ensure your microphone is clear and isn’t picking up unnecessary noises.
  5. Ensure Strong Internet Connection
    • Internet Connection: Ensure you have a strong and stable connection. For wireless connections, try to stay close to your internet box or access point.
    • Close Unnecessary Apps: Shut down any apps or devices using the internet that may slow down your connection (e.g., streaming services, downloads).
  6. Close Unnecessary Applications
    • Minimize Distractions: Close any apps, websites, or notifications that are not relevant to the call. This also helps improve your computer's performance.
    • Turn Off Notifications: Turn off email, chat, and other app notifications to avoid interruptions.
  7. Check Your Camera and Microphone
    • Test Before the Call: Test your camera and microphone to ensure good video and audio quality.
    • Camera Settings: Adjust the camera settings, if necessary, for the best resolution and brightness.
  8. Plan for Power
    • Fully Charge Devices: Ensure your computer, phone, or tablet is fully charged. If you’re on a laptop, plug it into a power source during the call to avoid running out of battery.
    • Extra Chargers Nearby: Have extra chargers or backup batteries ready just in case.
  9. Use a Stable Surface for Your Device
    • Stable Setup: Place your laptop or camera on a steady surface to avoid shaking or tilting during the call.
    • Avoid Holding Devices: If possible, avoid holding your phone or tablet for the call. Use a stand to keep the device steady and at eye level.
  10. Check Your Environment for Potential Interruptions
    • Inform Others: If possible, avoid interruptions by informing housemates or colleagues that you’ll be on a call.
    • Close Doors/Windows: Close doors or windows to minimize external noise (traffic, people talking, etc.).
Best Practices for a Successful Virtual Visit