Using Integrated Telehealth in TherapyAppointment

sticky_note_2 Note:

  • We recommend using our telehealth application for the best experience
  • If not, we recommend using the Google Chrome browser for the best experience
Required Role: Owner or Manager (to manage) & Therapist required to use

Telehealth allows a provider to remotely see clients for a session securely and easily by using their computer's microphone and camera for either a 1:1 or group session.

In this Article:

More info:

Enabling Telehealth

Required role: Owner, Manager, or Solo Provider

From any screen:

  • Click on your name (top right)
  • From the popup, underneath your name and practice click

Owners or Managers will see a ribbon (top just below tabs) allowing you to switch staff profiles if needed, shown here:
Your keyboard_arrow_down Profile
  • Find the section Roles
  • Then find the Therapist → Telehealth line
  • Click  (far right) to enable Telehealth for this therapist
local_atm The cost for integrated telehealth TherapyAppointment is $15 per therapist / month. That will start on your next bill with us, and is not a pro-rated charge. We bill telehealth a month behind, so if you cancel, your final month of telehealth will be included on your next bill.


🎉 Success! Now onto scheduling appointments for telehealth (new & existing)

Setting up a Telehealth Session

  • Click calendar_month Calendar (left menu)
  • Click the desired date/time, bringing up the appointment popup
  • Enter the client's name at the top
  • Check the check_box Telehealth Session option (bottom left)
  • Click
Click to see a larger version

Don't see telehealth session as an option? First enable telehealth with the steps here.

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 calendar_month Calendar (left menu)
  • Click on the appointment you want to edit
  • Click Scheduling (top tab)
  • Change Telehealth Session? to Yes
  • Click  (bottom right)


Telehealth Session Requirements

The client must have a client portal account created to access Telehealth.

Please ensure ahead of time the client has created an account, if not send them an invite.

To verify if a client has setup their client portal account, check this article: portal credentials

Starting a Telehealth Session (Provider)

💡 For steps, check our comprehensive article here: Telehealth: Uses & Features

Starting a Telehealth Session (Client)

💡 For steps, check our comprehensive article here: Telehealth: Client View

Client Notifications

In addition to the standard reminder(s), approximately 15-30 minutes prior to a Telehealth appointment, clients will automatically receive a text and an email explaining a Telehealth session is beginning soon and to login to their client portal account, then click join to launch the session.


✉️ Telehealth Reminder Email:


📲 Telehealth Reminder Text (also supports voice):

Clicking the link  above will still require a client to sign into their portal account for security and privacy.

⚠️ Ensure Availability is Setup for Client Self Scheduling

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 or "sections" of your availability 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, from our article on setting up availability: Calendar Setup

When you click on an availability section, you can define whether or not an availability section is designated as in person, telehealth only, or both as shown below:

Then, when clients are scheduling they'd see a built in telehealth option, or can pick from either if you've defined it:

Click to see a larger version


Providers without integrated Telehealth enabled would only have 1 option: clients to be able to self schedule as yes/no, and when clients are self-scheduling they'd only see a single button for each time slot:

Telehealth Waiting Room - Setting

The default setting is a disabled waiting room, meaning clients would join without any assistance from you and can just join the session without any warning.

To enable the waiting room option for all telehealth sessions, go to:

  • Click your name (top right menu)
  • Then
    • Are you an owner or manager? Switch to another provider's profile using the dropdown below the tabs
  • Click Client Portal (top tab)
  • Find the top section Client Portal Settings
  • Click (far right)
  • Change Enable telehealth waiting room? to Yes and click


Clients will now be automatically put into the Telehealth waiting room when they join each session for that provider. You will need to admit them into the session when they join.

  • This will come as either a popup:

  • Or within within the Participants menu (bottom right):

More info:

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