How to set up a Telehealth session

Our chatbot system includes free access to a secured and encrypted Telehealth system which can be used to initiate virtual therapy sessions at the click of a button. You can follow the steps shown in this guide to set up and initiate a Telehealth session: 

1) Log in to your PatientSites dashboard

2) Go to Staff in the main menu 

3) You can decide who you want to make available for Telehealth by making sure the following items are completed: 

- Select 'Display on site' checkbox 

- Assign an email address (this will be used to notify the therapist when a new Telehealth session is requested)

- Make sure to click on 'Save' once you're done

You may need to create new staff records if you don't already have existing staff members added to this section. 

4) Once you have finished updating/adding staff members, you should see these staff members listed in the Telehealth dropdown in the chat window: 

Note: Once you select a staff member, the system will automatically initiate a Telehealth request to the therapist and chat visitor (as long as the chatbot has already collected the visitor's contact information). If you don't have the visitor's email address, then you will first need to collect that information by clicking on FUP (above the Telehealth dropdown). This will trigger a message to the visitor requesting their contact information.

These Telehealth sessions are completely confidential and include end-to-end encryption to maintain a very high standard of security and privacy. The Telehealth session links are also unique for every session so you will never have more than one patient joining a session, no matter how many sessions you schedule at the same time.