If an Appointment is already created, you can convert it to a Telehealth session. You can also convert a recurring appointments to Telehealth sessions. Before you convert an appointment, ensure that the Staff Member is subscribed to Telehealth.
NOTE: We cannot convert recurring Group Appointments to Telehealth session. You will need to do this on an individual Group Appointment basis.
Jump to Section [Convert Single Appointment] [Convert Recurring Appointment]
Convert Appointment
- Navigate to the Schedule and find desired Appointment.
- Double click on the Appointment to edit.
- Mark the box for Telehealth Session.
- Click Save.
- Appointment will now have a camera icon and a unique URL for the Client.
Convert Recurring Appointment Occurrence or Series
IMPORTANT: If you make any changes to the Appointment Series (e.g. change time, Staff Member, Location, etc.) BEFORE a converted Appointment takes place, that Telehealth Session will be reverted back to a regular appointment. The link will be removed from the occurrence and will not work for your Client. Because of this we suggest only converting a small amount of recurring sessions at a time.
- Navigate to the Schedule and find desired Appointment Recurrence.
- Double click on the Appointment and choose Edit Occurrence or Edit Series.
- Mark the box for Telehealth Session.
- Click Save.
- Appointment(s) will now have a camera icon and a unique URL for the Client.
Edit Occurrence
Edit Series