Schedule Telehealth Appointment

To schedule a Telehealth Appointment, you will need to select the Telehealth bubble when creating an Appointment.

IMPORTANT: You must enable a Telehealth User or add an outside Telehealth platform before you can add a Telehealth Appointment.

1. Click the desired Appointment time on your Calendar.
2. Enter Appointment Title (Optional) - e.g. Individual Therapy, Marriage Counseling, etc.
3. Adjust Time & Date if necessary.
4. Enter Attendees - Start typing Client's name and select appropriate Client.
   • Type Client(s) Name and select appropriate Client.
   • AND type Therapist Name and select appropriate additional Therapist.
5. Select Telehealth for Appointment Type.
6. Click Save.
   

   Note: If you need to change an in-person appointment to a telehealth appointment, you can edit the appointment as usual and simply change the Appointment Type to Telehealth.

   

Providers will be able to launch a Telehealth Session from this Appointment window 10 minutes before the Appointment. The Client will be able to join the Telehealth Session from their Client Portal.

Learn More:

• Provider - Launch Telehealth Session
• Client - Join Telehealth Session