How does informed consent work for Telehealth?

Certain states don’t require consent, while some require verbal consent, and others require written consent that must be stored in the client’s record.

To find out what your state requires:

• Navigate to The National Telehealth Policy Resource Center
• Use the dropdown menu at the top of the page to select Consent Requirements
• Select your state on the map 
• Click Read More
  • Here you’ll be able to see whether state law requires you to get client consent

Do you have some examples of informed consent documents?

Your account will include a default consent form for Telehealth, but providers should review it very closely and update as needed. For best practices, see Creating your own custom Consent for Telehealth Consultation intake form. 

For sample consent forms collected from various online sources, see: 

• Consent for Telemental Health Services
• Telebehavioral Health Institute Informed Consent Library

Note: The sample consent forms linked above are for informational purposes only. It’s your responsibility as the provider to update the content to meet your specific state's requirements.

Preparing for Telehealth appointments

What browser versions are supported?

Telehealth by SimplePractice works on the latest versions of Google Chrome, Mozilla Firefox, Safari, and Microsoft Edge on desktops/laptops.

• For mobile devices, the SimplePractice Telehealth app for iOS or Android is currently the only supported method for accessing appointments.  

For older browser versions, a dismissible warning banner is shown that requests users to update.

Important:Make sure you're using the most up-to-date browser version for the best Telehealth experience. Be cautious when using this functionality on older browser versions and beware that incompatibilities can cause unpredictable behavior. See Checking your browser version to learn how to update your browser.

Will my clients have to install or download anything in order to join the session?

Your clients will be able to join the session on their computer by clicking a link you provide.

They won’t have to:

• Download or install software or extensions
• Enter a password or ID to access the session
• Create an account or login into an account

If your clients prefer to use a mobile device for their sessions, we have a mobile app that clients can download. They can find the app in the iOS and Android app stores by searching for Telehealth by SimplePractice.

If my client prefers to use a mobile device, is there an app they can get?

To use a mobile device, your client must first download the Telehealth by SimplePractice app, available for iOS or Android in the app store.

Telehealth features

Can I do group sessions?

Up to two clients can join the same Telehealth video call, which allows for a Telehealth session of up to three people (one clinician and two clients). Each client can join the video call through the link provided in either the email or text appointment reminder.

See Using Telehealth for multiple clients at the same time for more information on holding group Telehealth sessions.

What if I need to offer a session to a client sooner than a reminder email/text can go out to them?

In the event of a crisis or needing to offer a session sooner than a reminder can be sent out, you can copy the link from the Calendar. To do this:

• Schedule the appointment
• Select Video Office as the location
• Click Save
• Click the appointment to open the calendar fly-out
• Select Share link to immediately send an email that includes the link to the client as long as they have email reminders enabled

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• • You can also select Copy link and manually send it to your client by pasting it in a separate email or Secure Message

Note: Reminders for Telehealth appointments go out based on the settings you have enabled for each client. They are available to send to clients 24, 48, or 72 hours before the scheduled appointment. Based on those settings, the client will also get a text reminder and/or an email reminder about 10 minutes prior to their appointment time, as long as the appointment is set before the text/email reminder window. For more information, see How to set up appointment and time of scheduling reminders.

Is there a whiteboard option?

Our Telehealth platform includes an interactive whiteboard feature, which you can use to make your Telehealth sessions more engaging and collaborative. To use this feature:

• Join the video call from a web browser 
• Click Share 
• Select Whiteboard

Currently, the whiteboard feature is only available when accessing Telehealth from a web browser. If a participant joins a video call from their mobile device, they’ll be able to view a shared board, but not interact with it. For more information, see Whiteboard.

You can also join us for a Q&A session and ask a live support specialist your questions about getting started with Telehealth and our built-in features, including whiteboard and screen sharing. You can register for a Q&A session on our On-demand Classes and Q&As page.

Note: For additional details about using whiteboard and screen sharing, see: Using Telehealth features. 

Does the screen sharing feature include mouse control?

Our Telehealth platform doesn’t include a remote control feature at this time. While you and your clients can interact real-time on a shared whiteboard during Telehealth sessions, there’s no way to control someone else’s mouse or keyboard. 

We love feedback and ideas for ways to advance the platform, and we’d love to hear from you. You can vote and share your feedback about this feature here: Ideas and Suggestions board.

Can I turn off the sound notification when an attendee joins or leaves the Telehealth appointment?

There isn’t an option to disable sound notifications for Telehealth. The sound notification that indicates when an attendee joins or leaves a Telehealth appointment is designed to give transparency to all attendees, so there aren't any surprises when someone joins, or if someone gets disconnected.

Troubleshooting Telehealth appointment issues

Note: For additional details, see: Troubleshooting Telehealth appointment issues.

Can I enable a waiting room for Telehealth appointments?

Yes, you can enable or disable a waiting room for your Telehealth appointments. Only clinicians are able to admit clients from the waiting room into a Telehealth appointment. 

To enable the waiting room for your Telehealth appointments:

• Before you start your next Telehealth appointment, click Telehealth setting

• Next to Use waiting room, click the toggle to On

To learn more, see Waiting room.

Why am I hearing an echo?

What about if I'm having connectivity problems?

Connectivity is important for high-quality video and audio sessions. To make sure that you have a sufficiently fast, robust connection:

• Confirm that you're connected to the fastest connection available
  • It’s easy to connect to a less performant network accidentally (for example, if you move around the house/office)
• Disable and then enable network connection
• If necessary, reboot to restore connection

What should I do if my client is appearing with a crossed-out speaker icon over their image in Telehealth?

If your client is appearing with a crossed-out speaker icon over their image in Telehealth and you're experiencing audio problems, this is most likely due to using Safari 11+. Click the view of yourself in the bottom right portion of the screen to dismiss the icon and fix the sound.

Why can't my client access their Telehealth appointment using the same link from past appointments?

All Telehealth appointment links expire at the end of each session. Clients won’t be able to bookmark the link to their appointments. In order for them to access the appropriate link for an upcoming Telehealth appointment, they'll need to either click Join Video Call from their Telehealth appointment email reminder, or click Join Video in the Upcoming appointments section in their Client Portal.

Clinicians also have the option to copy the unique Telehealth link from the appointment listed on their calendar to share with their client via Secure Message, or another secure communication method.

What if troubleshooting doesn't work?

If you have tried troubleshooting on your own and still have issues with your Telehealth sessions, submit a help request so we can take a further look.

Billing and legal policies for Telehealth

Where can I get information on my state's Telehealth policies?

The following organizations provide resources to help you learn more about your state’s specific policies and regulations:

• The Center for Connected Health Policy's (CCHP)
• American Telemedicine Association (ATA)’s State Policy Center
• State Medicaid Websites

Does insurance reimburse Telehealth appointments? If so, is there anything special I need to do? Is the amount less than an in-person session reimbursement?

To find out more your state’s specific Telehealth reimbursement guidelines, see:

• The Center for Connected Health Policy's (CCHP) publishes an annual report that has up-to-date reimbursement policies for all fifty states and the District of Columbia.
• American Telemedicine Association (ATA) also provides information on which states reimburse Telehealth services.
• Your local state board will have resources and information on how Telehealth reimbursement policies relate to your specific license type (LMFT, LPC, etc.).
• The Centers for Medicare & Medicaid Services (CMS) makes changes to what is considered eligible for Telehealth reimbursement every year.
• Medicare Telehealth Payment Eligibility Analyzer allows you to check if specific addresses are eligible for Medicare Telehealth reimbursement.

How does billing work?

When billing insurance, always check with the individual insurance payer to determine whether Telehealth services are covered and which codes or modifiers should be used for different types of services.

It’s important to check directly with the insurance payer because coverage for Telehealth changes frequently. Download our Telehealth Resources Directory to find links to legal, educational, and insurance resources for Telehealth.

Which Insurance Place of Service code should I use for Telehealth appointments?

The two Insurance Place of Service (POS) codes for Telehealth from 1/1/2022 onward are:

• 02 - Telehealth Provided Other than in Patient's Home
• 10 - Telehealth Provided in Patient's Home

If you’re billing insurance or providing clients with superbills, contact the payer directly for clarification on which one you should include on claims,as each payer has different requirements. 

Once you determine which POS code you’re going to use, you can make the adjustments to your Video Office location. For more guidance, see Editing the Insurance Place of Service.

How do I change my Telehealth location Insurance Place of Service code from 02 to 10?

To bill insurance using the Insurance Place of Service Code 10 - Telehealth Provided in Patient's Home, change the POS code for your Video Office location. To do this: 

• Navigate to Settings > My Practice > Locations
• Click Edit next to Video Office

• From the drop down under Insurance Place of Service, choose 10 - Telehealth Provided in Patient's Home

• Click Save

What if I’ll be alternating between Insurance Place of Service codes 02 and 10?

If you’ll be alternating codes for claim filing, we recommend creating a second Telehealth location for one of the codes, and then adjusting the appointment’s location after it passes as needed for billing purposes. To create the second location:

• Navigate to Settings > My Practice > Locations
• Click Add a Location
• Enter an Office Name

• Choose Hide Address under Public View
• Enter dashes into the address fields and your state from the drop down
  • Note: A scrub error may occur when adding dashes to an office location and having Service Facility Location (Box 32) included on claim forms in the Settings > Billing and Services > Insurance
• Choose Insurance Place of Service code 10 - Telehealth Provided in Patient's Home

• Click Save

Since only the Telehealth: Video Office location will generate a Telehealth link, you’ll want to choose that when scheduling the appointment, and then change your appointment’s location after it passes before you create any billing documents, to the location you just created if you intend to bill with POS code 10. To change the location after the appointment passes:

• Navigate to your Calendar and click the appointment
• From the calendar fly-out, select your second Telehealth location

• Click Done

How does state licensure work?

Clinicians must be licensed in each state in which they want to provide Telehealth appointments.

What are the requirements/restrictions regarding providing Telehealth services to minors?

The age at which a person may lawfully consent to care varies with the health condition at issue, the person’s state of residence, or the state where the patient is at the time of the Telehealth visit. Therefore, clinicians should be aware of the rules for the state in which the client is physically located for that visit.

What other resources are available for Telehealth?

• Getting started with Telehealth
• Getting Started with Telehealth on-demand class
• Telehealth guides for clients
• Navigating Telehealth insurance billing - Ask A Biller, presented by SimplePractice
• Telehealth Checklist