How to make telehealth the default 'location'?

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Elise Roudebush

• July 20, 2020 15:00

Hi!  What with working remotely now I'm wondering whether there is a way for sessions to automatically populate with the telehealth option so I don't have to change it manually.  It's not a big deal but I often forget and then clients message concerned when they get appointment reminders wondering if I'm not in my office location.  thanks!

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  Miriam Brodersen

  • July 24, 2020 18:35

  I was wondering the same thing! When clients request appointments through the portal, they automatically generate as in-office appointments and if I forget to change it, they don't get a link.

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  William J. Selfridge

  • July 31, 2020 17:49
  • Edited

  Same concern.  Though it looks like when you set your availability you can set location as telehealth which should mostly resolve it.  I think. :)

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  Julie Levin

  • August 03, 2020 17:10

  Same here!

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  Miriam Brodersen

  • August 03, 2020 18:25

  Thanks for the tip, John! I went ahead and deleted my office location and set up availability under the video office and it took care of it (I likely didn't have to delete the office, but just decided to give up my office so thought I'd do both at once).

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  Rhonda Thomson

  • August 03, 2020 23:41

  I just discovered that you can make this change at the client level by going to the page to edit client info, and then changing the default location where this client is generally seen. You have to do it for each client, though, as opposed to selecting your video office as your default for your practice.

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  Ruth

  • August 10, 2020 15:34

  Hi All - Rhonda is correct! You can go to your client's file, click Edit under their name and scroll down to adjust the default Location for this client's sessions. 

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  Cindy Failing

  • January 26, 2022 15:28

  How do I change the location code to 10 (new code) for Telehealth overall since most clients do Telehealth from their home? 

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  Shannon Reed

  • February 01, 2022 18:12

  Yes when adding Telehealth POS 10 it does not seem to register that it is a telehealth location like POS 02 does, so is not listed under telehealth under Locations like POS 02, so not sure the video link will be sent out. Would also be helpful to know how to make that the POS 10 the default location.

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