Telehealth Reminder

Telehealth Reminder

Step 1Activate the Telehealth Reminder by checking the box during the appointment creation process.


Step 2: Once activated, the system will send the client the Telehealth session link, ensuring it reaches them 20-30 minutes before the scheduled appointment.

Step 3: (OPTIONAL) To send the Telehealth invitation manually, simply click on the appointment in the calendar, navigate to the Telehealth option, and select 'Send Client Invitation'.


If you are only conducting sessions via telehealth (or if most of your sessions are scheduled as telehealth), you can enable the Telehealth Reminder to be turned on as a default for all new appointments created from within your specific Staff & User settings.

**Please note: if you turn this default setting on, you will then need to check the "Telehealth Reminder" box OFF when scheduling any in-person appointments. 


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