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How do I offer Telehealth appointments?

Telehealth by SimplePractice allows you to connect anywhere with your clients for fully HIPAA compliant appointments. Through audio and video over the internet, you can meet with clients on the go from your laptop or your mobile device (iOS or Android) - it's your choice.

In this article:

Additional resources for Telehealth by SimplePractice


How do I turn Telehealth on or off?

To turn on Telehealth

1. Navigate to My Account > Settings > Subscription Information
2. Click Enable in the Telehealth section:

Click the blue Enable link on the Billing Information page in your SimplePractice account to turn on Telehealth

Note: Enabling the Telehealth feature will create a new office location named Video Office. You  can customize the name of this new location to reflect the unique needs of your practice. You do need to have a separate office location saved for this feature to work correctly.

The Teleheath Office will now be available to customize in your SimplePractice account after enabling Telehealth

Once enabled, you can create new Availability for your Video Office if you would like to allow Online Booking for Telehealth appointments and services. 

Note: For detailed information about setting up your Availability, see this guide: Managing your Availability.

To turn Telehealth off

1. Go to: My Account > Settings > Subscription Information.
2. Press Disable in the Telehealth section:

Click the blue Disable link on the Billing Information page in your SimplePractice account to turn off Telehealth 


How do I offer a Telehealth appointment?

From your laptop

  1. Open the appointment.
  2. Click Start video session to begin the appointment, as shown below.
    Click the green Start video session button on the appointment calendar flyout to begin the Telehealth session

From your mobile device

  1. You will get an in-app push notification directing you to the appointment.
  2. This is where you can follow the link to install the Video App if you haven't yet, or to start the Telehealth appointment through the Video App.

Telehealth and appointment reminders

When enabled, the client will get a 10-minute text reminder and/or a 10-minute email reminder as long as the appointment is set before the text/email reminder window:

  • The text reminder directs them to check their email
  • The email reminder includes the link to the appointment

An email Telehealth appointment reminder sent to the client 10 minutes prior to the session

Note: Properly setting up appointment reminders is crucial. For a helpful walkthrough that will guide you step-by-step to making sure these are set up just right, head over here: How to set up appointment reminders.

When you select the link, you will be presented with a priming screen that asks you to enable your camera and microphone:

  • From your laptop, you will receive a message (see below) asking you to test out your camera and microphone.

You can test your video and audio before joining a video call in SimplePractice 

  • From your mobile device, you will be reminded to be in a private area with a good internet connection.

Note: Have questions or need help troubleshooting? We've got you covered here: Telehealth FAQs. And your clients here: Telehealth FAQs for clients.


How do I send the Telehealth link on an as-needed basis to clients?

To send the Telehealth link via email when necessary:

  1. Create a Telehealth appointment or select the appointment in question. 
  2. Press Share link.
  3. You'll then see this prompt as long as you have email reminders enabled for the client.

Click the blue Email To Client button to share the Telehealth appointment link

Note: See this guide to learn how to enable reminders for clients: How to set up appointment reminders.


Additional Telehealth resources

 

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