Telehealth appointment link
Answered

Is it possible to send the link for a telehealth visit as a text message to a client's cell phone?

25 comments

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Linda, I'd be happy to help. SimplePractice does not have a way to send the link in a text automatically. However, if you'd like to text the client the link outside of SimplePractice, you can click on the Calendar, click "Share Link Now," copy the link, and paste it into a text. 

    Hi Linda, I'd be happy to help. SimplePractice does not have a way to send the link in a text automatically. However, if you'd like to text the client the link outside of SimplePractice, you can click on the Calendar, click "Share Link Now," copy the link, and paste it into a text. 

  • 0
    Comment actions Permalink
    Avatar
    Cristina Ally

    Hi Gillian! The only way I know to get that link to my text messages is to access it from a computer, then email it to myself and then copy the link from the email I sent to myself and text it to the client after copying and pasting to the text. Is there any easier way to copy the link from the calendar on my phone? Right now I don't think there's a way to access that link on my phone?... Maybe from the mobile site and not the app - is that what you mean when you say to copy it from the calendar?... 

    Hi Gillian! The only way I know to get that link to my text messages is to access it from a computer, then email it to myself and then copy the link from the email I sent to myself and text it to the client after copying and pasting to the text. Is there any easier way to copy the link from the calendar on my phone? Right now I don't think there's a way to access that link on my phone?... Maybe from the mobile site and not the app - is that what you mean when you say to copy it from the calendar?... 

  • 1
    Comment actions Permalink
    Avatar
    Gillian

    Hi Cristina, let's backtrack a little - are you trying to give clients an easy way to access their link? It is emailed to them 10 minutes before their session, and you can send it any time from your computer using the Send Link Now button. 

    It's nice seeing you in our Forum! You've been quite active today - thanks for participating in our discussions here and on our Ideas board. :) 

    Hi Cristina, let's backtrack a little - are you trying to give clients an easy way to access their link? It is emailed to them 10 minutes before their session, and you can send it any time from your computer using the Send Link Now button. 

    It's nice seeing you in our Forum! You've been quite active today - thanks for participating in our discussions here and on our Ideas board. :) 

  • 0
    Comment actions Permalink
    Avatar
    Caroline Daravi

    How do you send two links to a couple? They are in two different locations. 

    How do you send two links to a couple? They are in two different locations. 

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Caroline, SimplePractice’s Telehealth platform does not currently support group and couple’s sessions. We are actively working toward this functionality. 

    Hi Caroline, SimplePractice’s Telehealth platform does not currently support group and couple’s sessions. We are actively working toward this functionality. 

  • 0
    Comment actions Permalink
    Avatar
    Vicci Phillips, LPCC

    Can I  use my laptop and the client use their phone for a video session?

     

    Can I  use my laptop and the client use their phone for a video session?

     

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Vicci, yes, your client can download the Telehealth by SimplePractice app on their phone to meet with you on their mobile device. 

    Hi Vicci, yes, your client can download the Telehealth by SimplePractice app on their phone to meet with you on their mobile device. 

  • 0
    Comment actions Permalink
    Avatar
    Jay Orsi

    I have clients asking for links to be texted with their reminders. It seems very 2005 to not be able to text a link with the reminder. Just sayin...

    I have clients asking for links to be texted with their reminders. It seems very 2005 to not be able to text a link with the reminder. Just sayin...

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Jay, currently, many cell carriers block or throttle text messages from automated services like ours that contain hyperlinks. That's why SimplePractice currently does not text the link - however, it is emailed to the client approximately 15 minutes prior to the appointment if the client is enrolled to receive Email Reminders. Another option is to click the appointment, click "copy link," then send the link the the client in a text outside of SimplePractice. 

    Hi Jay, currently, many cell carriers block or throttle text messages from automated services like ours that contain hyperlinks. That's why SimplePractice currently does not text the link - however, it is emailed to the client approximately 15 minutes prior to the appointment if the client is enrolled to receive Email Reminders. Another option is to click the appointment, click "copy link," then send the link the the client in a text outside of SimplePractice. 

  • 0
    Comment actions Permalink
    Avatar
    Elise Roudebush

    I generally "share link" with the client by email the day before and if they have an iphone/ipad it's easy for me to copy the link and send it to them that way as well since my apple products play nice with them. I came here to see if there was a way to easily do this for android phones and will use the technique of texting it to myself and then copying and pasting then from my phone to theirs.  I've had clients not receive the emailed links which is why I double up.  Thanks for the discussion!

    I generally "share link" with the client by email the day before and if they have an iphone/ipad it's easy for me to copy the link and send it to them that way as well since my apple products play nice with them. I came here to see if there was a way to easily do this for android phones and will use the technique of texting it to myself and then copying and pasting then from my phone to theirs.  I've had clients not receive the emailed links which is why I double up.  Thanks for the discussion!

  • 0
    Comment actions Permalink
    Avatar
    Shawn McDonnell

    If we move a appointment down on the schedule ie, drag to new spot. Does this update the link or must we reschedule for a updated link to be created for the new time.

    If we move a appointment down on the schedule ie, drag to new spot. Does this update the link or must we reschedule for a updated link to be created for the new time.

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Elise, as I mentioned previously, the link will be sent automatically regardless of the device the client is using as long as the client is enrolled in Email Reminders. 

    Shawn, the link will stay the same even if you change the time of the appointment. 

    Hi Elise, as I mentioned previously, the link will be sent automatically regardless of the device the client is using as long as the client is enrolled in Email Reminders. 

    Shawn, the link will stay the same even if you change the time of the appointment. 

  • 0
    Comment actions Permalink
    Avatar
    Stan Tatkin

    We have a rather expensive HIPAA license with Zoom. Is there a way we can embed the Zoom video link into our client reminders?

    We have a rather expensive HIPAA license with Zoom. Is there a way we can embed the Zoom video link into our client reminders?

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Stan, yes, you can include it in email reminders under My Account > Settings > Client Reminders. May I ask why you're using Zoom instead of SimplePractice's integrated Telehealth platform? We're always working to improve and would love your feedback.

    Hi Stan, yes, you can include it in email reminders under My Account > Settings > Client Reminders. May I ask why you're using Zoom instead of SimplePractice's integrated Telehealth platform? We're always working to improve and would love your feedback.

  • 0
    Comment actions Permalink
    Avatar
    Stan Tatkin

    We're a training/teaching institute. I training via Zoom globally. I also do consults via Zoom and my students will sometimes show a streaming clinical video; this must be protected and HIPAA compliant. During this time of Covid-19, it's a natural use of a system I've long been using. Wouldn't make sense to add another expense. Make sense? 

    Question: My email reminders do not appear to allow web links. SP has a macro that is solely for SP Telehealth subscribers. Am I missing something?

    We're a training/teaching institute. I training via Zoom globally. I also do consults via Zoom and my students will sometimes show a streaming clinical video; this must be protected and HIPAA compliant. During this time of Covid-19, it's a natural use of a system I've long been using. Wouldn't make sense to add another expense. Make sense? 

    Question: My email reminders do not appear to allow web links. SP has a macro that is solely for SP Telehealth subscribers. Am I missing something?

  • 0
    Comment actions Permalink
    Avatar
    Debra Sussman

    I'd like to send a link via a text o a client that is a contact (parent).   I'd like to use my laptop not cell for the meeting.  Can you help me do a text reminder and link using my computer.  thanks

    I'd like to send a link via a text o a client that is a contact (parent).   I'd like to use my laptop not cell for the meeting.  Can you help me do a text reminder and link using my computer.  thanks

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Stan, thanks for clarifying. You should be able to add a web link to your Appointment Reminders in plain text but cannot currently add a hyperlink. Debra, clients will need to be enrolled in Email Reminders to receive the link automatically - to enroll the client, visit Edit Details > Basic Info on the client's Overview page. The client will then receive an email automatically approximately 15 minutes before the session with their link. You can join the session by clicking the Calendar appointment, then clicking "Start Video Session." 

    Hi Stan, thanks for clarifying. You should be able to add a web link to your Appointment Reminders in plain text but cannot currently add a hyperlink. Debra, clients will need to be enrolled in Email Reminders to receive the link automatically - to enroll the client, visit Edit Details > Basic Info on the client's Overview page. The client will then receive an email automatically approximately 15 minutes before the session with their link. You can join the session by clicking the Calendar appointment, then clicking "Start Video Session." 

  • 0
    Comment actions Permalink
    Avatar
    Becca Davis

    I met with a couple last week for the first time. Had no trouble getting them both on the video session at the same time. Worked great. 

     

    Now I'm trying to meet with the wife alone. Even though the session says its individual, when I click on "share the link" it is making me sharing it the husband also. The husband is not scheduled to attend the session. I'm not sure what to do about that. I did send a separate email to the wife with the link, but now I'm reading here that SP automatically sends the link 15 min prior to session. So, I guess the husband will be getting it too? Not a big deal in this situation, but could be with another couple. 

    I met with a couple last week for the first time. Had no trouble getting them both on the video session at the same time. Worked great. 

     

    Now I'm trying to meet with the wife alone. Even though the session says its individual, when I click on "share the link" it is making me sharing it the husband also. The husband is not scheduled to attend the session. I'm not sure what to do about that. I did send a separate email to the wife with the link, but now I'm reading here that SP automatically sends the link 15 min prior to session. So, I guess the husband will be getting it too? Not a big deal in this situation, but could be with another couple. 

  • 1
    Comment actions Permalink
    Avatar
    Malia Gallegos

    Changes to Telehealth Appointment Links

    HI, Can Simple practice create a way to automatically notify clients who are currently scheduled as telehealth clients of this change directly?  It seems labor intensive to contact each one of them separately, and could create a margin of error.  Streamlining changes like these to be an automatic message to active clients would be helpful during these busy times. Thank you!

    Changes to Telehealth Appointment Links

    HI, Can Simple practice create a way to automatically notify clients who are currently scheduled as telehealth clients of this change directly?  It seems labor intensive to contact each one of them separately, and could create a margin of error.  Streamlining changes like these to be an automatic message to active clients would be helpful during these busy times. Thank you!

  • 1
    Comment actions Permalink
    Avatar
    Zachary Schwartz

    Dear Simple Practice,

    I LOVE the telehealth platform with Simple Practice which is one of the main reasons I chose this platform over many others when making a practice management software/EHR decision last year. With that being said, I would like to share some spirited thoughts, questions and nuances that I believe may not have been thoroughly considered regarding the proposed change to require a unique link every single time that a telehealth session is conducted.

    If the idea of routine, consistency and predictability are more important than ever during the middle of a pandemic, does making a change to the way that all therapy is conducted (since telehealth is the only way that therapy is being conducted right now) make sense at this juncture?

    I work primarily with children and adolescents, many of whom do not have their own email account and/or do not use their email account. Additionally, their parents/guardians are often working and/or in meetings themselves prior to and during our telehealth sessions. How are these children and adolescents to get their unique telehealth link for every session?

    I have many clients who have bookmarked their telehealth link and really like the convenience of having the same telehealth link for each session. As people are more bombarded than ever with emails these days, do you know of anyone who is looking forward to now receiving additional emails that were previously unnecessary?

    In summary-Is having to communicate this change and adapting to this change more or less simple for therapists and clients than the current way of conducting telehealth on Simple Practice (i.e. therapists and clients have enough stress right now, why would Simple Practice make a telehealth change that essentially creates more stress right now)?  

    I know there are more important things in the world right now that my somewhat snarky post about telehealth considerations and I understand that Simple Practice has the best of intentions with this proposed change, but I would really appreciate your reconsideration, a three month delay (until in person sessions are being conducted again more consistently) or a workaround for people like me and others who are not interested in new features like multiple client support. 

    Thank you.

    -Zack

    Dear Simple Practice,

    I LOVE the telehealth platform with Simple Practice which is one of the main reasons I chose this platform over many others when making a practice management software/EHR decision last year. With that being said, I would like to share some spirited thoughts, questions and nuances that I believe may not have been thoroughly considered regarding the proposed change to require a unique link every single time that a telehealth session is conducted.

    If the idea of routine, consistency and predictability are more important than ever during the middle of a pandemic, does making a change to the way that all therapy is conducted (since telehealth is the only way that therapy is being conducted right now) make sense at this juncture?

    I work primarily with children and adolescents, many of whom do not have their own email account and/or do not use their email account. Additionally, their parents/guardians are often working and/or in meetings themselves prior to and during our telehealth sessions. How are these children and adolescents to get their unique telehealth link for every session?

    I have many clients who have bookmarked their telehealth link and really like the convenience of having the same telehealth link for each session. As people are more bombarded than ever with emails these days, do you know of anyone who is looking forward to now receiving additional emails that were previously unnecessary?

    In summary-Is having to communicate this change and adapting to this change more or less simple for therapists and clients than the current way of conducting telehealth on Simple Practice (i.e. therapists and clients have enough stress right now, why would Simple Practice make a telehealth change that essentially creates more stress right now)?  

    I know there are more important things in the world right now that my somewhat snarky post about telehealth considerations and I understand that Simple Practice has the best of intentions with this proposed change, but I would really appreciate your reconsideration, a three month delay (until in person sessions are being conducted again more consistently) or a workaround for people like me and others who are not interested in new features like multiple client support. 

    Thank you.

    -Zack

  • 0
    Comment actions Permalink
    Avatar
    Jay Orsi

    A couple of things on this change:
    1) Everything Zack said above.
    2) Instead of going to unique appointment links, why not move to unique client links instead to support multiple clients? A unique link for every appointment is tedious for clients. A unique client link would be far more seamless for the client experience.
    3) Y’all are going to have to join the 21st century and upgrade the client text notification system to include these unique links to clients in text notifications. Countless other providers send texts in links. It is frankly bizarre that Simple Practice does not support links in texts. Not having that feature compounds the inconvenience of moving to unique links. Many clients only want text notifications and not more junk in their inbox. 
    4) Moving to unique links is definitely not a feature. It is a drawback.

    Edited by Jay Orsi

    A couple of things on this change:
    1) Everything Zack said above.
    2) Instead of going to unique appointment links, why not move to unique client links instead to support multiple clients? A unique link for every appointment is tedious for clients. A unique client link would be far more seamless for the client experience.
    3) Y’all are going to have to join the 21st century and upgrade the client text notification system to include these unique links to clients in text notifications. Countless other providers send texts in links. It is frankly bizarre that Simple Practice does not support links in texts. Not having that feature compounds the inconvenience of moving to unique links. Many clients only want text notifications and not more junk in their inbox. 
    4) Moving to unique links is definitely not a feature. It is a drawback.

  • 0
    Comment actions Permalink
    Avatar
    Michele Preste

    I'd like to add to comments by Zack and Jay O.  The unique session link would not be so tedious for sending text messages to clients if the link could be sent in an automatic text message.  None of my clients use their computer for telehealth sessions; cellphones are the choice.  I cannot rely on clients having their emails feed to their cellphone so I must manually send texts with the link to my clients.  Anything done manually lends itself to mistakes being made in the notification.  I hope you find a way to eliminate the manual process that we have to go through to text telehealth links to our clients.

    I'd like to add to comments by Zack and Jay O.  The unique session link would not be so tedious for sending text messages to clients if the link could be sent in an automatic text message.  None of my clients use their computer for telehealth sessions; cellphones are the choice.  I cannot rely on clients having their emails feed to their cellphone so I must manually send texts with the link to my clients.  Anything done manually lends itself to mistakes being made in the notification.  I hope you find a way to eliminate the manual process that we have to go through to text telehealth links to our clients.

  • 0
    Comment actions Permalink
    Avatar
    Cristina Ally

    I will agree with many of those in this chain. As I mentioned earlier, it's already a pain to get clients links via text. At least what I was doing was letting them know to just save their unique link on their smartphone's homepage so anytime they knew we had a session all they had to do was click that link I sent them in text OR email. 

    I'm really frustrated about the update to the links for sessions. I feel like that was something the community did not voice as a concern for individual appointments (it was an issue with groups, but many of us created workarounds) and it was changed based on something else - not sure what. But there are so many other needs the community has voiced that to add unique links for EACH appointment is a wasted effort and learning curve for both clients and clinicians using the platform. And even perhaps sideways energy for the platform designers.

    Perhaps if the links being the same week to week was a problem for groups (that's the only thing I saw on forums at all about links) then there should have been a certain appointment type that was just for groups that could generate these unique client links for that group OR even better each "group" has a unique link ID for ALL members ... just a thought.

    Agreed, the timing was also very hard. Many clients were used to using the same link and I do try to create predictability for clients especially regarding telehealth. Having the system in place and then all of the sudden changing it was a not so awesome choice of timing. 

    I too acknowledge the incredibly hard working team and staff that is at SimplePractice. I love the platform and have referred many of my peers to this platform. I will continue to use this EHR with joy and gratitude. I'm so thankful that I even have a place where I can connect with the team, developers and other users to voice these sorts of concerns. I really appreciate you, Gillian, and the team at SimplePractice. You guys are rock stars!! I just wanted to give my opinion. Thanks for listening and taking the time to find creative solutions.

    Have a good one!

    I will agree with many of those in this chain. As I mentioned earlier, it's already a pain to get clients links via text. At least what I was doing was letting them know to just save their unique link on their smartphone's homepage so anytime they knew we had a session all they had to do was click that link I sent them in text OR email. 

    I'm really frustrated about the update to the links for sessions. I feel like that was something the community did not voice as a concern for individual appointments (it was an issue with groups, but many of us created workarounds) and it was changed based on something else - not sure what. But there are so many other needs the community has voiced that to add unique links for EACH appointment is a wasted effort and learning curve for both clients and clinicians using the platform. And even perhaps sideways energy for the platform designers.

    Perhaps if the links being the same week to week was a problem for groups (that's the only thing I saw on forums at all about links) then there should have been a certain appointment type that was just for groups that could generate these unique client links for that group OR even better each "group" has a unique link ID for ALL members ... just a thought.

    Agreed, the timing was also very hard. Many clients were used to using the same link and I do try to create predictability for clients especially regarding telehealth. Having the system in place and then all of the sudden changing it was a not so awesome choice of timing. 

    I too acknowledge the incredibly hard working team and staff that is at SimplePractice. I love the platform and have referred many of my peers to this platform. I will continue to use this EHR with joy and gratitude. I'm so thankful that I even have a place where I can connect with the team, developers and other users to voice these sorts of concerns. I really appreciate you, Gillian, and the team at SimplePractice. You guys are rock stars!! I just wanted to give my opinion. Thanks for listening and taking the time to find creative solutions.

    Have a good one!

  • 0
    Comment actions Permalink
    Avatar
    Zachary Schwartz

    Very thoughtful and well stated post, Cristina. Thank you very much for shedding some additional light on the nature of the issue, particularly as it relates to "groups". I am still holding out hope and optimism that SP with further assess the impact of this change on multiple levels and will find a way to reconcile it for the benefit of all of us.

    Very thoughtful and well stated post, Cristina. Thank you very much for shedding some additional light on the nature of the issue, particularly as it relates to "groups". I am still holding out hope and optimism that SP with further assess the impact of this change on multiple levels and will find a way to reconcile it for the benefit of all of us.

  • 0
    Comment actions Permalink
    Avatar
    Zachary Schwartz
    Dear Simple Practice,
     
    I have very high standards for Simple Practice based on the high quality platform it provides, so I am genuinely surprised and disappointed that SP seems content in not responding to the numerous posts on this thread as well as this similar thread https://support.simplepractice.com/hc/en-us/community/posts/360062161732-new-telehealth-links-for-clients- regarding concerns about a telehealth change that impacts every therapist and client who use Simple Practice telehealth.
     
    In the event that someone from SP does not respond to this post in the near future and for the benefit of the impacted therapists in this community, I will share some additional information that I received via an SP chat and a on a one-on-one call in my personal efforts to gain additional clarity and understanding about this situation.
     
    1) There is not a firm date or a general time frame that could be shared with me about when this transition to exclusively unique links for every appointment will occur. I was initially surprised that this information was not originally provided in the nebulous 4/29 email about this telehealth change and am now feeling frustrated that there is still no further information or communication from SP about it as of 5/13. Aside from making me look bad with my clients in my efforts to convey this change to them, they continue to have uncertainty about when they will need to change their routine and no longer be able to use their bookmarked links.
     
    2) The main reason for the change to unique appointment links seems to go beyond what was indicated in the email from 4/29. It seems that this change has a lot to do with the enhanced security and related level of HIPAA compliance/certification which can be more effectively achieved through a unique link for each appointment. I am actually quite understanding about the nature of this reason compared to the less relevant multiple client support rationale in the 4/29 email. I think we can all agree that enhanced security is very important, but don't think that should be a priority in the middle of a pandemic when SP is still very secure and the use of FaceTime, Skype and other non-HIPPA compliant platforms have been permitted during this time.
     
    3) There is not a way for clients to limit the clutter in their inboxes and receive only one telehealth email reminder prior to their appointment. They will have to receive at least one email reminder based on the therapist's SP email reminder settings (e.g. 24, 48, 72 hours) as well as one additional email reminder 15 minutes prior to the appointment. 
     
    As it seems that there is no turning back from this transition to unique links for each appointment, I am once again requesting that this change be postponed for a three month period of time or at the very, very least for SP to provide some clarity about when this change will occur so that our clients can plan accordingly. Thank you.
     
    -Zack
    Dear Simple Practice,
     
    I have very high standards for Simple Practice based on the high quality platform it provides, so I am genuinely surprised and disappointed that SP seems content in not responding to the numerous posts on this thread as well as this similar thread https://support.simplepractice.com/hc/en-us/community/posts/360062161732-new-telehealth-links-for-clients- regarding concerns about a telehealth change that impacts every therapist and client who use Simple Practice telehealth.
     
    In the event that someone from SP does not respond to this post in the near future and for the benefit of the impacted therapists in this community, I will share some additional information that I received via an SP chat and a on a one-on-one call in my personal efforts to gain additional clarity and understanding about this situation.
     
    1) There is not a firm date or a general time frame that could be shared with me about when this transition to exclusively unique links for every appointment will occur. I was initially surprised that this information was not originally provided in the nebulous 4/29 email about this telehealth change and am now feeling frustrated that there is still no further information or communication from SP about it as of 5/13. Aside from making me look bad with my clients in my efforts to convey this change to them, they continue to have uncertainty about when they will need to change their routine and no longer be able to use their bookmarked links.
     
    2) The main reason for the change to unique appointment links seems to go beyond what was indicated in the email from 4/29. It seems that this change has a lot to do with the enhanced security and related level of HIPAA compliance/certification which can be more effectively achieved through a unique link for each appointment. I am actually quite understanding about the nature of this reason compared to the less relevant multiple client support rationale in the 4/29 email. I think we can all agree that enhanced security is very important, but don't think that should be a priority in the middle of a pandemic when SP is still very secure and the use of FaceTime, Skype and other non-HIPPA compliant platforms have been permitted during this time.
     
    3) There is not a way for clients to limit the clutter in their inboxes and receive only one telehealth email reminder prior to their appointment. They will have to receive at least one email reminder based on the therapist's SP email reminder settings (e.g. 24, 48, 72 hours) as well as one additional email reminder 15 minutes prior to the appointment. 
     
    As it seems that there is no turning back from this transition to unique links for each appointment, I am once again requesting that this change be postponed for a three month period of time or at the very, very least for SP to provide some clarity about when this change will occur so that our clients can plan accordingly. Thank you.
     
    -Zack