Telehealth - Uses and Features

This article will discuss the in's and out's of the telehealth features once you've joined a session.

In this Article:

• Joining a Telehealth Session
• In Meeting Controls
• Join by Phone
• Audit: Start & Stop Times & Recordings
  • View Recordings and Transcripts
• Share Your Screen & See Your Client
• Common Hangups

Joining a Telehealth Session

From the schedule or dashboard:

• Click on the appointment(This brings up the appointment popup)
• Locate the telehealth banner near the top
• Click on the button with the clients name at the top right shown here:

• On the new page, click Start Session shown below:

Join Using the Application

• Launch your telehealth session in your browser with the above steps.
• The browser will prompt you to open the application if already installed (example below in Chrome):

If you don't see that, you can click Launch Meeting which will trigger & open the TherapyAppointment telehealth application.

App not installed yet, or using an older version?

• The application should automatically inform you of a newer version, with an option to install.
• Please follow these prompts, then click Launch Meeting.

Join Using Your Browser:

Prefer to join the session with your browser instead of installing an app? We have you covered!

To join, click the bottom text link continue in your current browser shown below:

From here, you're launched into the loading page:

Things to note:

• First, enable your microphone & camera permissions.
  • Issues? Check here: Browser permission errors
• Ensure your audio and video are good beforehand here
  • If needed you can pick your audio/video output source
• You should be able to see yourself with video as well as audio

• Need to configure this? Click the Settings option:

  

• Here you can configure options (mirroring, video source, and audio source) & test before joining.
• Once properly configured, click Join Meeting

In Meeting Controls

Once in the meeting, you're shown the following screen below.

Beneath it, we will break down in detail all the options available on this telehealth screen:

Top Bar Controls:

Top Left:

Top Right:

Bottom Bar Controls:

We've broken these down into sections, from left → center → right found below:

Bottom Left:

Bottom Center:

💡Tip: Want to use a different background, or background blur when in session?

You can by clicking the ^ arrow from the  video icon, then Change Background shown to the right:

The default is no background. To the right of your image, you'll notice options like blur, preset backgrounds, or upload your own!

For a visual, please see below:

Bottom Right:

💡 Tip: Want to invite someone other than the client to the session? Use the handy Invite button above, then copy the link (shown below), then share it with whomever you need to join the session!

Join by Phone

If clients prefer to join by phone, you can relay these details to them via our HIPAA Compliant Messaging

Just go to More (bottom left) then Meeting Details:

All the client will need is the dial-in number, and access code.

Audit: Start & Stop Times & Recordings

After an appointment has ended, included in an appointment timeline will be details related to the Telehealth session.

Included are timestamps for:

• Start & End of telehealth session
• Anytime someone joins or leaves the session
• Recording details (if recorded)

To access, please follow these steps:

• Click on the appointment, bringing up the appointment popup

• Click the top left Summary tab:

  

• Scroll to the bottom and click Timeline to expand this section
• You should see something similar to below:

If a video and/or transcript is generated, those details will be visible in two areas:

• Under the client's profile under the Records tab
• While charting on the appointment

Under the Records tab

From the Records tab, find the particular appointment. Below the notes you'll see the recordings and/or transcripts:

While Charting

When charting on the appointment, at the very bottom underneath the chart note you'll see the recordings and/or transcripts:

Check Connection Quality

Check your speed within the session by hovering your mouse over yourself, then over the "wifi" type icon:

Hide Your Video

Don't care to see yourself as well on the screen? We have you covered!

To hide your own video, at the top right click Gallery

Then, at the bottom right when your image shows up you can click the hide button shown here:

Share Your Screen & See Your Client

Want to share your screen as well as your participant view?

Read below to explore your options!

In this Section:

• Share your screen with 2 monitors
• Share your screen with 1 monitor
• Annotate your shared application

2 Monitors

This is the easiest and recommended way where you can have your telehealth session on one screen, and your shared application on the other screen.

Steps:

• While in the session, click the bottom left option Share, then Share my Screen:

• We suggest just sharing the specific application, so on the new prompt select the top tab Window (1)
• Then pick the specific window or application you wish to share (2)
• Then click Share (3):

• You should then see a screen similar to this:

• From here, you can devote one monitor to what you're sharing and one monitor for the telehealth session
• Expand your participant view when sharing your screen by dragging the slider from left to right, shown below:

1 Monitor

This can be done, similar to the above steps but we will be "splitting" your screen between 1) the application you're sharing and 2) the telehealth session.

Steps:

• First, share your screen, then the application with the above steps
• Once shared, expand the participant view similar to above
• Then drag the application you're sharing over to the right of the participants, "splitting" the screen
• Clients would see your application as you navigate it with them (example below):

Annotate

Another option once you share your application is the "annotate" feature:

• When used it will show your current application view on the right side, and participant view on the left.
• From here you can annotate your screen and the client will see this in realtime