When you enable telehealth appointments, one of the things you'll have to do is make sure you include the telehealth link in your appointment reminders. This link will allow your patients to join the video call—and you won't need to create a new link for each appointment reminder, don't worry! You'll simply use the "placeholder" within the reminder settings.
Below, we'll walk you through the steps of:
Create confirmation email and reminder templates for telehealth appointments
☝️Note: If you've already created your templates, you can skip this first step. If not, we'll guide you through how to create new confirmation email and reminder templates for your telehealth appointments.
The process for adding the link is going to be the same for both reminders and confirmation emails.
To get started, head to Settings and select either Appointment confirmations or Appointment reminders (you'll repeat this process for both types of messages):
For appointment confirmation emails, press the New confirmation template button:
For reminders, press New email template or New SMS template (it will depend on what type of reminder you want to send):
Give your template a name to help describe it (this is internal only, so only you can see the template name). If the template is for an email, give it a subject (for telehealth appointments, it might be handy to include a reference to "online appointment" or something similar in the subject line):
🚨The most important part comes next! 🚨
Add a telehealth link to your appointment reminders and confirmation emails
In order to ensure that the telehealth appointment link gets to your patient, you'll want to make sure you're adding in the placeholder called
TelehealthLink. This placeholder will ensure that your patient has the link to join in on the call.
You'll want to select the
TelehealthLink placeholder from under the APPOINTMENT heading:
☝️Note: While you can add this link to SMS reminders, please consider that the link is quite long, so it may require more SMS credits to be used.
When you add the telehealth link to your message, it will look like this:
If you press the "View sample" button, you can see a preview of what the message will look like (keep in mind, this is just an example, and each patient will see a slightly different display, depending on their email client and inbox settings):
Finally, be sure to update the template:
Next, you'll want to make sure that your confirmation email and reminder templates are linked to the correct appointment types!
Link your templates to appointment types
Once you have created the telehealth appointment types and the templates, you'll need to assign the templates to their related appointment types,
Go back to Settings, and then Appointment types:
Select the one you want to work with (anything that has already been enabled for telehealth will have "Telehealth enabled" in yellow next to it):
Scroll down until you reach the confirmation/reminder area (below the "colour wheel"). Select the appropriate template from the drop-down list:
Update that appointment type:
Your confirmations and reminders will now send that link to your patients! 🎉
There are more resources on getting set up with telehealth on our support site!