Telehealth Workflow

Telehealth is an add on subscription that can allows for secure, HIPAA compliant video sessions. 

Before you Begin

• Ensure that you are subscribed to Telehealth in TheraNest (Admin)
• Check System Requirements

Telehealth Appointment from Start to Finish

1. Schedule a Telehealth Appointment
   

   NOTE: You cannot create recurring Telehealth Appointments, each must be scheduled individually.

   • Schedule Telehealth Appointment
   • Schedule Group Telehealth Appointment
   • Convert Appointment to Telehealth Appointment
     
     
     
2. Share Telehealth Appointment Link with Client
   • via Appointment Reminder
   • via Secure Message in the Client Portal
   • via Email
   • via Text
     
     
     
3. Client - Prepare for 1st Telehealth Appointment
   

   NOTE: You may want to also send your Client the above link so they can prepare for the Telehealth Appointment.

   
   
   
4. Telehealth Appointment
   • Start Telehealth Appointment
   • Set Telehealth Browser Permission (one time thing)
   • Optional - Share you Screen in Telehealth Appointment
     
     
     
5. Client - Join Telehealth Appointment