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Add a TeleHealth Category to Use with Patient Appointments

You must create an one or more encounter category categories to use with TeleHealth appointments and encounters. When you select the category when you create an appointment, DrCloudEHR creates a Zoom meeting for the appointment.

For more information, see see Create Categories.

1. Click the Practice tab.

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1.  
2. On the left navigation menu, click the Administrative tab, and then select Categories.
3. Click Add.
4. Select the TeleHealth checkbox.
5. Enter a name and description that map to the encounter type.
6. Select Patient from the Type menu. 
7. Click the Click to choose the code link to select service codes and modifiers defined in the system to associate with the category. You can select multiple codes.
   If you add codes manually, format codes as type:number-modifier.
   For example: CPT4:90834-HF. Separate each code with a comma.
8. Select 02: Telehealth from the Place of Service menu.
   
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9. Specify the typical duration of appointments of this type.
   This data is useful when scheduling appointments in the calendar.
10. Select the workflow that contains encounter forms typically used for this encounter type.
11. Select the facility and a list of providers associated with the encounter type.
12. Optionally indicate how often the encounter repeats.
13. Optionally select the Include in ClientTell Script checkbox to send appointment reminders for TeleHealth appointments to patients.
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14. Click Save to save the category.

Enable Patients to Receive Email Messages from DrCloudEHR

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1. Click the Patients tab, and then search for the patient.
2. Click the Edit button next to Demographics on the Patient Summary Chart page.
3. Click the Choices tab under Demographics.
4. Set the Allow Email property to YES.

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Schedule a

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You can enable a new or existing DrCloudEHR user to use the TeleHealth feature.

When you enable a user to use the feature, the application creates a user account in Zoom. The email address you enter for the user in the user's account profile is used as the user's Zoom account identifier. You must update the TeleHealth user account if the user's email address changes.

1. Click the Administration tab.
2. Click Users in the left navigation bar.
3. Add a new user, or select an existing user.
4. Click the TeleHealth tab in the Add User or Edit User popup window.
5. Enter the configuration details.
6. Create or update the user's Zoom account.
   
   • If you are adding a user, you choose to create the TeleHealth user after you click Save.
   • If you are editing a user, click the Create User at TeleHealth button.
   • If you modify the email address in the user's account profile, click the Update User at TeleHealth button to update the Zoom account with the new address.
7. Click Save.

Schedule and Start a TeleHealth Session

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TeleHealth Session Using Zoom

Select a TeleHealth-enabled category in the Add New Event window when you schedule a TeleHealth appointment event.   Selecting the category causes the application to create a Zoom meeting and send an email with the meeting details to both you and the patient. The TeleHealth Appointment icon is also displayed in the appointment event details.

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When you close the encounter, the application adds the "GT" modifier to service codes in the corresponding fee sheet.

1. Click the Schedule tab.
2. Click Add Appointment.
3. Click the Patient field to open the search dialog, and then search for the patient.
4. Provide the relevant details. Fields marked with an asterisk are required. 
5. Select a TeleHealth enabled category from the Category field. 
   
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6. Optionally specify a password that the patient uses to log in to the Zoom session.
   
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7. Click Save.

Start a TeleHealth Session Using Zoom

You can start a TeleHealth session from the calendar. A Zoom session starts when you start a session.

1. Click the Schedule tab.
2. Click patient appointment in the calendar.
3. Click the Image Added  icon to start the Zoom session. 
4. Note that you can also click the Image Added icon to copy the Zoom link.
   
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