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Joining a Telehealth Session

Need to join a Telehealth appointment? Whether you’re a staff member or a client, connecting is quick and straightforward. Here’s how each role can join an existing Telehealth session with ease.

Joining as Staff

Step 1: Go to the calendar and locate your scheduled telehealth session.

Step 2: Click the appointment window to open session options.

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Step 3: Select the option to Start Session as staff.

Step 4: Enter your name or choose to stay anonymous, then click Save and join the call.

Joining as a Client

Clients have several ways to access their Telehealth appointment. Here’s how it works:

Step 1: Open your email and find the new calendar appointment from your provider.

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Step 2: Click the Join Link in the message to head directly to the telehealth meeting.

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You’ll enter the virtual waiting room if one is set up, and the provider will admit you.

Clients can also receive a reminder with the meeting link by email or text message, making it easy to join from anywhere.

Joining from the Patient Portal

Step 1: Log in to your patient portal account.

Step 2: Navigate to the Agenda or Appointments tab

Step 3: For Telehealth sessions, click the Telehealth Link button next to your upcoming appointment.

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You’re now connected and ready for your appointment.

Joining a Telehealth session is easy for both staff and clients. Whether you use a calendar link, email invitation, text message, or your patient portal, you’ll always have quick access to your virtual appointment.