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Microsoft Teams Meeting Integration
Microsoft Teams Meeting Integration
Updated over 9 months ago

The Microsoft Teams integration automatically creates Microsoft Teams meeting links for telehealth appointment types in PracSuite. Corresponding meetings in Microsoft Teams will automatically be created, rescheduled and cancelled for all telehealth Appointment Types in PracSuite.

This integration is only compatible with Microsoft Teams for Work or School plans. It is not available for the free version of Microsoft Teams.

Connecting a Teams Account with PracSuite

Teams accounts you wish to use in PracSuite must be added in Settings > Integrations > Teams.

Select Add to start the process.

Select Continue to be redirected to log in with your Microsoft account.

Log in with the Microsoft account you wish to connect with PracSuite.

You will be redirected back to PracSuite.

Once the account is linked with PracSuite, you can assign the account to specific practitioners.

Telehealth features via Teams will be enabled for that practitioner when saving.

Select Save to finalise your changes.

Telehealth Appointment Types

Teams links will only be created for Appointment Types enabled for telehealth. To confirm whether your telehealth appointments are set up correctly, go to Settings > Appointment Book > Appointment Types.

Ensure that the Telehealth appointment option is enabled for all appointment types Teams links should be automatically created for.

Accessing Teams Links via the Appointment Book

When booking telehealth appointment types, Teams meeting links will automatically be created. When rescheduling or cancelling telehealth appointments, the corresponding Teams meetings will also be updated.

You will see the following on the Appointment Details screen before booking appointments.

Teams links will appear in this area after the appointment has been booked.

The Teams link can also be accessed from the Telehealth section of the appointment menu.

Use the open button to quickly join the meeting via the Teams app.

Adding Teams Links to SMS & Email Templates

The following merge fields are available to include in your SMS & Email templates.

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

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

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