Navigate to Account Settings ➡️ Staff & Users ➡️ Professionals - select the name of the professional you want to enroll/unenroll in telehealth.

Choose the Telehealth/AI Notes tab. Then find the Enroll in Telehealth box. This will populate other telehealth-related boxes. 

Telehealth Display Name - The name your clients will see during telehealth visits.

Default Telehealth Reminder - auto enrolls your telehealth clients in the telehealth reminder (email reminder with the link to the conference 15 minutes before the appointment).

Enable Telehealth Recording - allows for telehealth recording.

External Teleconference Link - If you prefer an external telehealth provider, adding their link here will provide your clients with the same email reminder including the external telehealth link.

**If you want to remove telehealth, you will uncheck the box and select save changes.

Once you have turned on your telehealth settings, navigate to your Calendar to add a telehealth appointment.

**Room - ensure you select the proper telehealth room for billing purposes.

You can launch the telehealth video by selecting Telehealth… ➡️ Launch Telehealth Video.

Select Send Client Invitation to send the client the link again.

Next, you will select Join.

You will receive a notification in the white bar when your client is ready to join the conference.

Here, you also have the option to customize sound and background. Other features include a chat box, screen sharing, and recording.