How to Launch a Telehealth Session from an Appointment

Overview 

This guide provides step-by-step instructions on how to start a telehealth session for clients in ICANotes+.

Step 1: Scheduling a Telehealth Appointment

1. Access the Calendar:

   • From the left sidebar, select the Calendar option.

2. Schedule an Appointment:

   • Click on a vacant time slot on the calendar.

   • On the Session Details screen, enter the appointment details.

3. Select Telehealth as the Contact Type:

   • In the Contact Type dropdown, select Telehealth.

4. Save the Appointment:

   • Click Create to schedule the telehealth appointment.
     

 

 

 

Step 2: Starting a Telehealth Session

1. Open the Scheduled Appointment:

   • Locate the appointment on the calendar and click on it.

2. Update the Status:

   • In the Status dropdown, select one of the following:

     • Occurred

     • Confirmed

     • Arrived

     • Checked In

3. Launch the Session:

   • Click the Start Telehealth Session button.

  

 

 

Step 3: Obtaining Client Consent

Once the Start Telehealth Session screen appears, you have two options for obtaining consent:

1. Verbal Consent:

   • If the client provides verbal consent, click Accept Verbal Consent.

2. Digital Consent via Client Portal:

   • Click Send Consent Form to Portal to send the consent form.

   • The client will receive the form in their portal and can choose to accept or decline.

   • If the client accepts, they will be prompted to sign the consent form.

   • You will receive a notification once the client provides consent.
     

 

 

  

 

 

 

  

 

 

Clicking the notification will redirect you to the following screen, where you can generate a telehealth session for the client 

Step 4: Initiating the Telehealth Session

1. Check for Consent Confirmation:

   • After the client has provided consent, you will receive a notification.

2. Proceed with the Session:

   • Click on the notification to access the telehealth session screen.

   • Begin the telehealth session with the client.

 

 

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

Click here for quick access to the FAQs.

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Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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