Telehealth in 2.0

Required Role

Enabling the Telehealth role requires the role of practice owner or manager.

Telehealth is available for U.S. residents only. Telehealth allows the Therapist to remotely see clients for a session, by using their computer's microphone and camera. Additionally, please also visit our Telehealth Support page if you are a Provider looking into best practices or things to consider when deciding to incorporate virtual therapy sessions.

**NOTE: Check first with your local credentialing office and ensure additional requirements for enabling Telehealth are understood. TherapyAppointment cannot advise you on this!

Within the Article:

Enabling Telehealth
Setting up a Telehealth Session
Update an Existing Appointment to Telehealth Session
Telehealth Session Requirements
Starting a Telehealth Session
Telehealth - Client View
Telehealth Waiting Room

Enabling Telehealth

To enable Telehealth for a staff member:

  • Click Practice Settings from the left-hand menu
  • Select Staff from the top tabs
  • Locate the staff name, which brings up the staff Profile view
  • Navigate to the 'Permission and Roles' section. Under Roles locate Therapist > Teletherapy
  • Click  to enable Telehealth for this therapist

Setting up a Telehealth Session

To schedule a session, Telehealth  must be enabled within the therapist's permission roles (see steps above).

  • Click My Schedule from the left-hand menu
  • Clicking within the schedule on the particular day/time desired, creating an appointment
  • Check the 'Telehealth session' option
  • Click

Limit your schedule to only telehealth appointments or only certain slots/days are telehealth-only appointments. 

If you have a practice that is 100% telehealth, or you have days of the week which are telehealth only days, you will wish to limit your clients to ONLY scheduling telehealth on those days so they do not assume this is an in-person appointment. This may be accomplished by editing your availability calendar to limit certain days/times to telehealth only.  Learn How

Update an Existing Appointment to Telehealth Session

If you have an existing standard appointment on your schedule and would like to change it to a Telehealth session, perform the following steps:

  • Click My Schedule from the left-hand menu
  • Select the desired appointment
  • Click the   tab
  • Change Telehealth Session? to Yes
  • Click  

Telehealth Session Requirements

The client must have an email address and a client portal account created to access Telehealth. 

To verify if the client has a portal account, click My Clients > select the client name > then look under "Client Portal Login" to determine if they have a username/password set. 

If they do NOT have credentials, click (sends an email account sign-up link for the account). The client has 48 hours to click the link and create an account. If the link expires, a password reset link is accessible from the same section of the client profile and can be re-sent easily.

Starting a Telehealth Session

15 minutes before the appointment time, both the Provider and the client are prompted to launch the Telehealth session from their dashboard. The image below reflects the Provider view when a Telehealth session is ready. 

  • Access this area by clicking the scheduled appointment
  • Click in the alert box to begin session

Additionally, a system email is also generated when the provider joins the Telehealth session. The link generated is a 'one-time use' link, expiring once the session completes.

Telehealth - Client View

The client must sign into their client portal account for Telehealth access. 

Client Sign-in options:
  • From within the client portal
    • A Provider can define online scheduling settings via My ProfileClient Portal Settings > 'Online Scheduling' section
    • Here's how to get your direct Client Portal Website Linking - that you can add to your website and direct clients to your website, then to your direct client portal link.


Once signed in, the client portal Dashboard provides details related to the Telehealth session. Clicking the button begins the client's session.

Telehealth Waiting Room

**NOTE: It is likely that either the Therapist or the Client will join the session first, before the other. If this occurs, the first person to join the session will enter a Telehealth Waiting Room. In the Waiting Room, the viewer will see a screen indicating details.

(Mobile-Users Only) Having issues with Video or Audio? Manage Microphone and Camera Access for Zoom (Provider and Client)

For iOS users, navigate to Settings > Scroll to the very bottom and click on " Zoom" and ensure the settings are enabled for microphone and camera to ensure audio and video access for the Zoom client:

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