Preparing for a Telehealth Session

Our integrated Telehealth module makes it simple to create and conduct a Telehealth session. Setting up a Telehealth session involves two basic steps: 1) identifying an appointment as a telehealth event; and 2) generating and distributing "Join Links" that participants can use to log into the session.

 

As for this first step, you simply schedule an event that is of a type, in a location or involves a service you have already told the system can be conducted via telehealth. Once ClinicTracker sees that you input an Event Type, Room, or Service enabled for Telehealth, you're ready to proceed with conducting a session (for more information about configuring ClinicTracker for telehealth, click here.

 

If you configured the system to automatically generate a telehealth session for certain types of events, you will see a movie icon in Scheduler as an indication that you're ready to conduct a session.

 

 

If you told the system to allow for manual creation of a telehealth session (see Configuring ClinicTracker to Use Telehealth) you would then right-click the event and choose Create Conference:

 

 

The next major step involves generating links that staff and patients can use to join the session. For staff, you can right-click the staff member's name under the Link to Staff section of the Scheduled Event and choose:

  1. Copy Staff Join Link to Clipboard
  2. Send Staff Join Link to SMS
  3. Send Staff Join Link by Email

 

 

You can right-click the patient name under Link to Patient on the Scheduled Event and choose:

  1. Copy Patient Join Link to Clipboard
  2. Send Patient Join Link to SMS
  3. Send Patient Join Link by Email

 

 

Participants can join meetings by pasting links into a supported browser (see Conducting a Telehealth Session). 

 

 

 

 

 

 

 

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