Teletherapy in 2.0

Required Role

Enabling the Teletherapy role requires the role of a manager or owner.

Teletherapy is available for U.S. residents only. Teletherapy allows the Therapist to remotely see clients for a session, by using their computer's microphone and camera. Additionally, please also visit our Teletherapy 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 Teletherapy are understood. TherapyAppointment cannot advise you on this!

Within the Article:

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


Enabling Teletherapy

To enable Teletherapy 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 Teletherapy for this therapist


Setting up a Teletherapy Session

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

  • Click My Schedule from the left-hand menu
  • Clicking within the schedule day/time desired, creating an appointment
  • Add 'Teletherapy Office' as the Practice Location
  • Check the 'Telehealth session' option
  • Click


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/Teletherapy session, perform the following steps:

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


Teletherapy Session Requirements

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

To verify if the client has a portal account, click My Clients > select the client name > within "Client Portal Login" determine if they have a username/password set. If NOT, 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.


Starting a Teletherapy Session

15 minutes before the appointment time, both the Provider and the client are prompted to launch the Teletherapy Session from their dashboard. The image below reflects the Provider view when a Teletherapy 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 Teletherapy session. The link generated is a 'one time use' link, expiring once the session completes.


Teletherapy - Client View

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

Client Sign-in options:
  • From within the client portal
    • A Provider can define online scheduling settings via My Profile >Client Portal Settings>'Online Scheduling' section

Or

  • The main TA portal sign-in page(here)

The client portal Dashboard provides details related to the Teletherapy session. Clicking the button begins the client's session.


Teletherapy 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) Microphone and Camera Access

There will be a prompt for device users to allow access to their mobile microphone and camera.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us