Skip to main content

Setting Up Patient portal enabled service for Telehealth Visit

Updated
    Set up a new patient portal enabled service
  1. Navigate to Services Tab 1.png
  2. Click Add Service drop-down 2.png
  3. Click Patient Portal Service from the drop-down 3.png
    4. Provide General Information
  4. Fill in the Service Name (visible to Provider & Admin) 4.png
  5. Fill in the Display Name (visible to patients in the portal) 5.png
  6. Fill in the Description (shown to patients in the portal) 6.png
  7. Select Patient on demand or Scheduled by clinical team 7.png
    8. Configure Geographic Availability, Hours, and Visit Methods
  8. Navigate to Regions for additional configurations 8.png
  9. Click Add Region to create a new region 9.png
  10. Select the Name of the Region 10.png
  11. Select the States to enable for that region 11.png
  12. Click "Manage" to update Operating hours for the service img
  13. Keep "Always open" checked if the service will be available 24x7. Uncheck "Always open" if you want to define operating hours for the service 13.png
  14. Select the time zone for the service 14.png
  15. Select all the days of the week 15.png
  16. Select the start time & close time for the selected days of the week 17.png
  17. Click "Add hours" to select operating hours for other days of the weeks 18.png
  18. Once you finish updating the operating hours for all the days of the week, you may save it and close the pop-up 19.png
  19. Click "Manage" under Visit Methods to define the type of communication that will be allowed between patient & provider for that service 20.png
  20. Select "Video" if you want to allow patient to have video call for the visit with the Provider 21.png
  21. Select 'Message if you want to allow patients to have asynchronous messaging visit with the Provider 22.png
  22. Select the SLA for the messaging visit. This SLA will be shown to the patient whenever they send a message to the provider 23.png
    23. Define visit intervals
  23. Go to Scheduling tab to define the visit interval & allowed Simultaneous visits per interval 24.png
  24. Define the visit window for the visits 25.png
    25. Select intake and other forms for the patient
  25. Navigate to Forms to configure forms for the service 26.png
  26. Configure Pre-exam type form if the service is enabled for Video visits. Configure Pre-exam Message type form if the service is enabled for Message visits. 27.png
  27. Select the forms available for the practice. If you do not see the form you expect, please contact Teladoc admin to add new forms to the list 30.png
    28. Configure clinical settings
  28. Navigate to "Clinical" to configure other clinical fields for the visits 31.png
  29. Update the Reasons for a Visit section that the Scheduler can select when they schedule the visit for the patient 32.png
  30. Ability to assign Provider and watcher to visits 33.png
  31. Configure EHR mapping 34.png
  32. Configure Smart Notes 35.png
    33. Configure notification settings
  33. Click "Notifications" to configure notifications for the service 36.png
  34. Select the type of notifications that you would want to enable for the Service 37.png