Step 2: Testing 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: Starting 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.
     

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