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Sarah Montgomery

Hi, when I am scheduling clients, I would like an option to show if a session is in person or Telehealth.  There are drop down for late cancellations, cancellation etc...Is there a drop down to say whether session is in person or teleheath. This would be a very helpful option. 

 

Thanks,

 

Sarah 

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5 comments

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  • Sara

    Hi Sarah,

    The way to determine if a clients appointment is Telehealth or in person is based on the location selected for the appointment. If the appointment is a Telehealth appointment, then the Video Office would be selected as the location and would make it clear that this appointment will be Telehealth. If the appointment has an in person office location as the location, then it is an in person session. In regards to the drop down menu that you are referring to, there is no way to add anymore options to that list.

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  • Sarah Montgomery

    How/where do you choose location- home office vs telehealth? Thanks!

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  • Sara

    Hi Sarah,

    When adding a new appointment block to your calendar, there is a drop down menu titled Location under the date and time where you select which location the appointment is at.

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  • Sarah Montgomery

    Great!  I did this and chose a color for each. For some reason i do not see the color change on my calendar so want to make sure I am doing it right. It will be helpful to see my telehealth and in person in different colors on y calendar so i make sure to build in driving time.

     

    Thanks!

    Sarah 

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  • Ruth

    It won't change the color of the appointment, but you should be able to see a camera icon next to the appointments that are Telehealth in your Calendar, for the "Week" and "Day" display. 

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