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Managing Telehealth Appointments
Updated over 2 weeks ago

PracSuite includes tools to manage telehealth appointments via external integrations with leading video calling platforms, as well as the option to manually enter static meeting join links.

Telehealth Integrations

Click the links below to view specific instructions on how to configure PracSuite's telehealth integrations.

Enabling Telehealth Features on the Practitioner File

Once you've configured the integration with your preferred telehealth platform following the guides linked above, you will need to confirm that telehealth is enabled on the respective practitioner file.

Go to Settings > Practitioners > Practitioners, select a Practitioner and scroll to the Telehealth section.

This section will display which telehealth platform is active for the practitioner.

Adding Static Telehealth Join Links

If you are not using the integrations with Zoom, Teams or Google Meet, there is an option to manually add a static join link, such as a waiting room for platforms like Coviu.

On the practitioner file, enable telehealth and select Manual.

You can then enter the static telehealth join links for the patient and practitioner.

  • If the telehealth links for either the patient or practitioner change per appointment, leave the respective fields blank.

  • If telehealth links for the practitioner and their patients remain the same for all appointments, enter the links in the fields provided.

Enabling Telehealth Appointment Types

The telehealth links will only be generated for appointment types that are flagged as telehealth appointment types.

Go to Settings > Appointment Book > Appointment Types and select the Telehealth appointment type. If you don't have a Telehealth appointment type setup, please follow the guide here on how to create an Appointment Type.

Enable the Telehealth appointment option.

Managing Telehealth Links on Appointments

When booking telehealth-enabled appointment types, the patient and practitioner link fields will be visible on the Appointment Details page. Telehealth links will automatically be generated using the practitioner's preferred telehealth platform as configured on their practitioner file.

Telehealth Appointment Menu

Telehealth appointments will display a new Telehealth option in the Appointment Menu.

This will display a popup menu to manage the telehealth links for this appointment, as well as options to SMS & email links to the client and practitioner.

The links can also be copied using the icon on the right, and the practitioner link can be opened in a new tab.

SMS & Email Reminders

The following letter tags are available to include in your SMS & Email templates, in particular for appointment confirmations and appointment reminders.

<<AppointmentTelehealthLink>> - Inserts the patient's telehealth link

<<AppointmentTelehealthLinkPrac>> - Inserts the practitioner's telehealth link

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