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Schedule Group Telehealth Session

Carrie B.
  • Updated

  Permissions: User must be subscribed to Group Telehealth.

A TheraNest user can schedule a group Telehealth session with up to 6 participants (including the provider). Before you schedule please ensure the following: 

Important: The ability to select a group size of 20 participants is temporarily unavailable. We are working to resolve this issue.

  • Your Organization/Provider on the Appointment is subscribed to the Group Telehealth plan. This plan is different from the original Telehealth Subscription.
  • Your Clients have already been formed into a Group within TheraNest. Each Client must be entered into TheraNest as an individual and then formed into a Group. Your Group cannot be larger than 5 Clients for Group Telehealth sessions. Even if you edit out participants TheraNest will not be able to schedule a Group Telehealth session for a group that has more than 5 clients. Each individual Client will be assigned a unique URL.
  • The Appointment displays on the Calendar. Open the Appointment to see EACH Client's unique session URL
     

IMPORTANT:  Telehealth Appointments cannot be rescheduled. They must be deleted and recreated at the new time.

[Single Group Telehealth Appointment] [Recurring Group Telehealth Appointment]
[Create Appointments from Clients Link]

 

Single Group Telehealth Appointment

  1. Click Schedule in the side navigation menu. The Agenda page opens.
  2. Click the new appointment icon 1.png. The Appointment window opens. 
    2023-01-06_11-34-29.png

  3. Click Group Appointments.
  4. Enter appointment information (Group Name, Service Types, Staff Member, Location & Room).
  5. Select Telehealth. The Telehealth session place of service will display if the setting is active in your organization's profile.
  6. Enter appointment date & time.
  7. Click Save. 
    2023-01-30_11-20-29.png

NOTE: The group telehealth invitation will display on the calendar and in the appointment window in the Notes section. 

Calendar 
2023-01-06_11-00-46.png

Appointment Window
2023-01-06_11-01-54.png


Recurring Group Telehealth Appointment

  1. Follow steps 1-4 as listed above. 
  2. Enable Repeat event
  3. Enter telehealth appointment schedule.
  4. Select Telehealth.
  5. Click Save.

    2023-01-30_11-36-17.png

Create Group Telehealth Appointments from Clients Link

  1. Click Clients from the primary navigation bar. 
  2. Click Groups.
  3. Find your Group and click Appointments in the Actions column.
    2023-01-05_10-26-57.png
  4. Click New Group Appointment and follow steps listed above to enter appointment information in the new appointment pop-up window.
    2023-01-05_10-33-53.png

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