Schedule Individual Telehealth Appointment

You can schedule a Client Telehealth Session or convert an existing Client Appointment to a Telehealth Session. 
 

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Schedule Individual Telehealth Appointment

1. Click Schedule in the side navigation menu. 
2. Click +New Appointment. The Appointment window opens.
   
    
3. Select Event Type - Individual and search client name.
4. Search for the client name. When you select the telehealth setting this field cannot be changed.
    

   NOTE: You can add a new client from the +New Appointment dropdown or in the New Appointment window.

   
   

   From the +New Appointment dropdown   Click New client.   Enter client details & click Save Client.

   From the New Appointment Window   Click the icon. Enter client details & click Save Client.

5. Select a Service Type from drop down if it did not auto-populate. 
6. Select the Staff Member if different from yourself.
7. Select Duration, Date, Start/End times & Repeat setting (if applicable). See Schedule Client Appointment and Client Appointment Variations for more information. 
   • If you're not seeing the minute increment you need,  click here to learn how to set your time scale units.
8. Select Forum: Telehealth.

   NOTE: The place of service will display if the setting is active in your organization's profile. When this setting is turned on, you can select the telehealth POS code (At home or Not at home) when creating the appointment. The code will appear on progress notes and invoices.

   NOTE: If one or more Staff Member(s) selected are not subscribed to Telehealth, Telehealth URLs will not be generated for the appointment.

9. Select Location of Client: At Home or Not at Home. The telehealth Place of Service code corresponding to the selected telehealth Location of Client(s) will be added to invoices and progress notes. 
10. Select Location & Room (if applicable).
11. Enter Notes if needed. 
12. Click Save.

    NOTE: Staff members have the ability to set a default time zone that is different from organization & location time zones. For the associated staff, their agenda, calendar & appointment windows will then display in the time zone set by the staff member. Appointment times will display in the location time zone on the client list and signed documentation.

    See Set Your General Preferences for more information. 

    • Your preferred time zone will display next to the start/end times when you are creating the appointment.
      
       
    • Your preferred time zone and the appointment location time zone will show in your agenda.
      
       

      

      NOTE: When you click Save, the telehealth invitation link will display in the appointment window in the Telehealth URL section. You can copy & paste the URL link from here. 

      
      
      

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Schedule Appointment from the Clients Page

1. Click Clients in the side navigation menu and select the client. 
2. Select Schedule Telehealth Session from the Appointments drop down.
   
   
    
3. A New appointment window opens on the Schedule page. The client's name and staff member name are pre-populated.
   
    
4. Follow the step listed above to complete the appointment entry.
   
    

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Schedule Recurring Telehealth Appointment

1. Create a new appointment from the Schedule or Clients link as described above.
2. Activate the Repeat setting.
   
   
    
3. Enter recurring schedule. See Schedule Recurring (Repeat) Appointments for more information. 
4. Select Forum: Telehealth. 

   NOTE: The place of service will display if the setting is active in your organization's profile When this setting is turned on, you can select the telehealth POS code (At home or Not at home) when creating the appointment. The code will appear on progress notes and invoices.

    

   NOTE: If one or more Staff Member(s) selected are not subscribed to Telehealth, Telehealth URLs will not be generated for the appointment.

   
   
    

   NOTE: When this setting is turned on, you can select the telehealth POS code (At home or Not at home) when creating the appointment. The code will appear on progress notes and invoices. 

   
   
    

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Telehealth Appointment Reminders

If Telehealth Appointments are scheduled without a Telehealth subscription, Telehealth URLs will not be generated and will not be included in email and/or text Telehealth Appointment Reminders, if enabled. Follow the instructions here to modify email and text reminders.