Telehealth setup

Telehealth is set up in Zedmed during a call with Customer Success. The practice then follows this guide to create the Telehealth Appointment type and a ZedSMS reminder, which sends the Telehealth link to the patient.

To use Telehealth, see the Telehealth User Guide.

Requirements

• Zedmed version 38.x.x or later.
• A subscription to Zedmed's Telehealth add-on.
• ZedSMS to send Telehealth links.
• The practitioner should have audio input and output, for example, a headset with a microphone.
• Payment Gateway is required to bill patients remotely. Learn more.

Step 1 - Enable Telehealth (performed by Zedmed)

Zedmed Customer Success will contact you to arrange a time to enable Telehealth. Remote access to your server will be required during this call. Once enabled, you will see Telehealth connected under Practice Integrations.

Step 2 - Create a Telehealth Appointment Type

A new Appointment Type must be created and used for Telehealth appointments.

1. Create an Appointment Type, as explained in the Appointment Type guide.
   You can use any name for your Appointment Type, for example. Telehealth.
2. In the Appointment Type options, select Telehealth.
3. Select Close to save and exit.

   

Step 3 - Create a Telehealth reminder message

Create a Telehealth reminder message. This reminder is specifically for Telehealth that includes the Telehealth link merge field.

This merge field can only be selected if there is an Appointment Type with Telehealth enabled (ticked).

1. Create a Reminder, as explained in the Create a Custom Reminder.
2. You can use any name for the Reminder. 
3. Add the Telehealth Link merge field.

   

4. Select Close to save and exit.

Step 4 - Schedule the Telehealth reminder 

Schedule the Telehealth reminder to be sent up to 30 minutes before the appointment time. We recommend 15 minutes before the appointment time to ensure the patient does not dial in too early.

1. Create a schedule for the Telehealth reminder, as explained in Schedule Reminders.
2. Add the Telehealth Reminder to the Selected pane.
3. Select On the day of the appointment. This option should only be used for Telehealth.
4. Use the Send Message options to select a time to send the appointment reminder.
   We suggest scheduling the reminder 15 minutes before the appointment so the patient does not dial in too early.
   This reminder includes a link that opens the Telehealth landing page with a Join button. We suggest selecting a time not long before the appointment to stop the patient from initiating the appointment too early.
5. Select Close to save the schedule.