Knowledge Base


Version 7, 2019


Email Telehealth reminder (not using Zoom integration)

Given the increase in the use of Telehealth to connect with clients, below is a simple way to get your remote connection details to a client along with their appointment details.
1: Create a specific Telehealth letter template in letters something like the following:
2: Create your Telehealth meeting and copy the Meeting Invitation (or URL, Meeting ID and Password) as in the example below.
Please note that this example uses Zoom but you could use any other remote meeting software in the same way e.g. Skype or Go to Meeting
3: In Letters > Open the Telehealth letter
Select the Client and Appointment dates from the drop down
Click Merge to merge in the Appoitnment information
Paste the Telehealth invitation into the correct location in the letter template (see the example below)
Click Email
Save the letter if required
4: A copy of any emails sent will be in the Client Details > Documents / Phone Calls > Contacts section
These can be viewed by clicking on View/Edit