Telehealth Scheduling & Starting a Session

This training article assumes that each clinician in the Practice has the Telehealth Office Location and Procedure Code Modifiers configured in their 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.

Inviting and Starting a Telehealth Session

Go to your Dashboard and click on the client's name when you want to start a session.

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. You can invite them just prior to the session start time or up to 24 hours in advance. 

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.

 

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.

Clients can join the Telehealth session using their desktop computer, laptop or mobile phone.  When the clinician sends the Telehealth invitation the client receives an email with a link to join the session similar to the one below:

Clients can join the Telehealth session using their smartphone if they can receive the invitation email on the phone and click on the link in the email. No app is needed to join. If the client gets a message that their browser is not supported their browser needs to be updated or their phone may be too old.

 

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: