Telehealth Scheduling, Inviting & Starting a Session

This training article assumes that a clinician in the Practice has the Telehealth feature enabled by their System Administrator, has a telehealth location added to their Service Locations settings and Procedure Code Modifiers have been enable in the clinician's settings.  If these have not been done, contact the System Administrator or Practice Owner for assistance.

 

Scheduling a Telehealth Session

Add a new appointment to your schedule.  It is necessary to select the correct Code Modifier and Location from their respective drop downs. If the location is NOT set to Telehealth the process to invite a client and join a session will not work.

 

 

All of the other appointment options remain the same as you've been doing them in the past.

Click the Save button when done.

Telehealth Invitations

 

If a client is scheduled for a Telehealth appointment, a reminder is sent automatically at midnight the day of an existing appointment or 15 minutes prior to the start time if the appointment is created the same day.

 

However, if for some reason an invitation needs to be resent, go to the go to the clients information page and click the invitation button in the lower right corner. 

 

 

In the lower right corner of the client's information page you will see the next Telehealth session date and time for the client. Click the Send Invitation button to invite the client to this session. 

 

The client will receive an email inviting them to join the Telehealth session.  In the email there will be a link for them to click on to join.  

 

The client can also join by logging into the Client Portal and clicking the Join button. To login to the client portal the client must already have a username and password.

 

For more detailed information about how Telehealth Invitations are sent CLICK HERE.

 

 

It is highly recommended that participants use one of the following Internet Browsers to join a session:

Microsoft Windows 10 or Apple Mac OS are supported.

 

Clinician

Clinicians should join the session using a desktop or laptop computer, not a mobile phone.  

 

After the clinician clicks the Send Invitation button on the client's information page the join button will turn to a dark blue color so they can join the session  In the example below, the button says to Join with Gene Adams who is the client. To join the session the clinician clicks this button as shown below.

 

 

Here is a sample of what the invitation looks like when it is sent to the client:

 

No app is needed to join. 

 

 

The client logs into the portal with their username and password and clicks on the join button shown below.  In this example it says Join with Don Greene, who is the clinician.

 

 

When both participants have clicked on their respective join buttons they will see each other on their computer screen and the Telehealth session begins.

 

Ending a Telehealth Session Each participant should end the session by clicking on the red button shown below:

 

Troubleshooting Tips