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 documentation.

Requirements

• Zedmed version 38.6.2 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.

Step 1 - Create a Telehealth Appointment Type

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

1. Select Practice Setup > Appointments > Appointment Type Settings.
   To learn more, see the Appointment Type guide.
2. Select New.
   The screen will show empty fields, ready to populate with the new Appointment Type information.
3. In the field Type Name, type: Telehealth
Important: If your practice offers different Telehealth consultations, we suggest using just one Telehealth Appointment Type. If you do require multiple Telehealth Appointment Types, we recommend prefixing each name with TH to assist with notification management and troubleshooting.
4. In the field Type Code, enter a code—e.g TEL or TH1.
5. Choose a Background colour.
6. In the Appointment Type options, tick Telehealth.



7. Select the Appointment Activity Types tab.
8. Select the Activity type used and tick Telehealth.
   This allows the Telehealth appointment to be booked in the time slot scheduled for that Activity in the Appointment Grid. 
9. Select Close to save and exit.

   

Step 2 - Optional: Customise the reminder message and send time

Zemed's SMS Configuration screen includes a Telehealth Link tab to manage the text used for Telehealth messages and the number of hours before the appointment at which they should be sent. 

Telehealth comes with default text and a default send time for all SMS reminders

To open this screen, select Practice Setup > SMS configuration.

Default settings:

• There is an 'All' message that is used for any Appointment Types with the Telehealth setting ticked. 
• The Send Message field is set to 15 minutes before the patient appointment.

To add a custom message

1. Select Add Message
2. Select the Appointment Type that will use this custom text.
   Any Telehealth Appointment type that does not already have custom text will be selectable.
3. Select Create New.
4. Type the text into the Message text field. 
5. Ensure you have added the Merge field 'Telehealth Link'.
6. Select Close to save and exit.
   This text will be used instead of the 'All' text, for that Appointment Type.

To add a custom Send time

The Send Message field sets the number of minutes before the appointment that the SMS with the link will be sent. 

You can select up to 12 hours, and the time applies to all Telehealth appointment messages.

Step 3 - Zedmed Cloud only: Set up Zedmed Mobile

Zedmed Cloud users open the Telehealth screen in a web browser on their local computer. To streamline this process, an online portal called Zedmed Mobile is used to monitor patients who have connected to Telehealth (and are waiting) and to initiate Telehealth sessions with them. 

This guide explains how to provision access to Zedmed Mobile. Zedmed Mobile setup guide

The steps are performed by the practitioner and repeated for each branch they require access to.

Documentation

• Telehealth Office guide
• Telehealth FAQ

For Zedmed On-premises customers

• Telehealth guide for practitioners
• Telehealth quickstart for practitioners (1-page printable)

For Zedmed cloud

• Telehealth with Zedmed Mobile for practitioners 
• Telehealth with Zedmed Mobile quickstart  (1-page printable)