Scheduler: Manage Telehealth Visits

Telehealth is fully integrated into the Scheduler. Providers can seamlessly schedule virtual one-to-one sessions or group sessions and send meeting invitations with session links to all participants via email. Telehealth sessions can be set for a single date and time or a recurring schedule.

Issues with Zoom? If you are having issues with Zoom, please confirm that you have the latest version of the Zoom application installed on your computer. Click here for instructions. 

We strongly encourage facilities to use the Zoom integration, however, if your facility wishes to use a different telehealth platform, check out this article for more information.

Enable Telehealth

To enable Telehealth, please have a Super Admin enable Telehealth in your Instance Settings. 

To enable or disable the Telehealth feature:

1. To begin, click on your initials and then click Settings. 
   
2. Then click the Instance tab.

3. Check the box Enable Telehealth.
4. Confirm your selection on the pop-up.
   
5. Click Submit at the bottom of the page to start using Integrated Telehealth immediately.

Enable Telehealth Group Sessions

When creating or editing Group Sessions, you can mark one or more occurrences as telehealth visits. Click here to learn more. 

Starting a Telehealth Group Session

Only Super Admins, Records Admins, Case Managers, Therapists, Providers, Other Therapists, and users with the Manage Group Sessions feature can start Group Sessions.

1. To begin a telehealth Group Session, locate the desired session. All telehealth sessions are indicated by a camera icon.
   
2. Click Start Session to open the Group Session page in a new tab where you can mark attendance, complete documentation, and sign.
3. When the user starts the session, there will be a Start Telehealth button available to launch the Zoom meeting.

Scheduling a Telehealth Appointment

To create a telehealth appointment, you will schedule a regular appointment, then set the Telehealth Visit toggle to on. If you have more than one provider added to the call, you can choose your telehealth session host (required) and alternate host (optional).

Additionally, the patient must have an email address added to their facesheet before they can start the visit. 

For more information, click here.

Starting a Telehealth Appointment

To begin a telehealth appointment, locate the desired appointment. Telehealth appointments are indicated by a camera icon.

Click on the icon to open the card, then click the Start Meeting button. The Start Meeting button appears 15 minutes before the scheduled session time.

For more information, click here.