Select In-person or Telehealth (Video/Phone) Appointment
Under This appointment accepts, three options are pre-selected as they were first created in Clinic Calendar (refer to How to create a session in Clinic Calendar): In-person, Telehealth, or In-person/Telehealth.
The option In-person/Telehealth (yellow sessions on the calendar) is set to In-person appointment as default, with field Require Telehealth set to No.
To convert an appointment from in-person to telehealth, please follow the steps below:
Note: Only sessions created as In-person/Telehealth allow you to convert from in-person to telehealth.
Under Require Telehealth, select Yes. Two options will show up as follows:
| Video Consultation Requested | Phone Consultation Requested |
|---|---|
Tip: Next to Contact Number and Contact Email, you will see a drop down menu highlighted in blue saying Use Client/CM’s mobile/email, this is where you can change the recipient of the video link, just in case the Case manager would like to receive the video link instead of the Client. |
|
Note: After the appointment has been created, you won’t be able to change the Video Apps within the Appointment Details.
In order to change the video platform, please view the instructions below:
- Click Appointment Details in the navigation menu on the right.
- Select Scheduling Appointment.
- Hover over Reschedule, then select Via Direct Change in Case.
- The Schedule New Appointment page will pop up.
- At the bottom of the page, under Video Apps, select the desired video platform (e.g. Kawaconn Video, Zoom, Teams …)
- Click Save.
