Step 2: Test Telehealth Service

1. Click Test Telehealth Session.
2. A brief loading screen will appear as the test session is generated.
3. A pop-up notification will appear in the bottom corner when the telehealth session is created.
4. A new browser window will open for the telehealth service.
5. If prompted, allow access to your microphone and webcam.
6. Conduct an audio test:
   • Speak into your microphone/headset.
   • If you can hear yourself, click Yes to continue.
7. You will receive an email to join the session, just like a client would.
   • You can test by joining the session from another device.
     

Step 3: Start a Telehealth Session

Once enabled, follow these steps to start a telehealth session with a client:

1. Open the client's Chart Face.
2. Click Start Telehealth Session (top-right corner).
3. In the Start Telehealth Session pop-up, select a contact method for the client.
   • If the client does not have an email saved, add one:
     • Select Type, enter the email, and click Add to save it.
4. Obtain client consent:
   • Accept Verbal Consent: You consent on behalf of the client (e.g., verbal agreement).
   • Send Consent Form to Portal: The client signs the form in their portal.
5. Click Generate Telehealth Session to:
   • Create a telehealth session room.
   • Send an invite to the client.
6. A new window will open for the Telehealth session.
7. Before starting, conduct an audio and webcam test for a smooth experience.
8. To end the session:
   • Click the three vertical dots at the top right.
   • Select End Meeting.
     

What is Telehealth in ICANotes+?
Telehealth allows providers to conduct sessions with clients through the Telehealth service.

How can the Telehealth Service be enabled?
Click the user's name at the top right of the screen, select Personal Preferences, open the Telehealth tab, click Enable Telehealth Service, and click I Agree to confirm activation.

Can the Telehealth Service be disabled after it is enabled?
Yes. After Telehealth is enabled, the Enable Telehealth Service button changes to Disable Telehealth Service, which can be clicked to disable the service.

How can the Telehealth Service be tested?
From the Telehealth tab, click Test Telehealth Session. A test session is generated, and a new browser window opens for the Telehealth service.

What should be checked during a Telehealth test?
If prompted, allow access to the microphone and webcam. Then conduct an audio test by speaking into the microphone or headset. If the user can hear themselves, click Yes to continue.

Can a Telehealth session be tested from another device?
Yes. An email is sent to join the test session, and the session can be joined from another device for testing.

Where can a Telehealth session with a client be started?
A Telehealth session can be started from the client's Chart Face by clicking Start Telehealth Session in the top-right corner.

How is a client invited to a Telehealth session?
In the Start Telehealth Session pop-up, select a contact method for the client and click Generate Telehealth Session. This creates a Telehealth session room and sends an invite to the client.

What if the client does not have an email address saved?
An email address can be added in the Start Telehealth Session pop-up by selecting Type, entering the email address, and clicking Add.

How is client consent obtained for a Telehealth session?
Client consent can be obtained by selecting Accept Verbal Consent, which allows the provider to consent on behalf of the client based on verbal agreement, or Send Consent Form to Portal, which allows the client to sign the form in the portal.

What should be done before starting a Telehealth session?
Conduct an audio and webcam test before starting the session.

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