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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. Go to: My Account > Settings and under Administration click Billing Information
2. Press Enable in the Telehealth section:

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.

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 > Billing Information.
2. Press Disable in the Telehealth section:

 


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.

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

Screen_Shot_2018-05-22_at_4.58.28_PM.png

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.

Screen_Shot_2018-05-22_at_5.03.16_PM.png 

  • 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.

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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