Add Teleo as an office location
So that your Teleo waiting room link appears in your automatic appointment reminder emails to clients, add Teleo as an additional office location in TherapyNotes. To do this, follow the steps below:
From the Home screen in TherapyNotes click on Settings and then find Portal and Scheduling
In the Portal and Scheduling section, find Multiple Practice Locations
Click on Multiple Practice Locations and from here you’ll want to make sure that the box for ‘Enable multiple location support’ at the top of the screen is checked ✅ before clicking on +Add Location
Once you click +Add Location, enter your practice information in the appropriate fields. In the Address 1 line, copy and paste your Teleo waiting room link. ****This will ensure that your Teleo waiting room link will appear in any reminder emails that your client receives.
For Place-of-Service Code, select a telehealth code from the dropdown menu. This code will be automatically generated into billing documents such as superbills and insurance claims.
You’ll also see a message appear to consider setting Telehealth Coding Overrides, however, if you plan to use any other virtual platforms for your sessions, you’ll want to ignore this option so you can use your Teleo link. Otherwise, it will default to using the TherapyNotes video platform for all telehealth sessions.
Once you add in all of your information, hit Save Changes at the bottom of the page, and you’re all set!
Fully Remote Practices
If you have a fully remote practice and use additional telehealth video platforms besides Teleo, you can follow the same steps as above to add each of your telehealth waiting room links into the Address 1 line.
Be sure to hit Save Changes when you’re finished adding!
Hybrid Practices
If you offer both in-person and virtual therapy, you can follow the same steps to add your in-person office location, in addition to Teleo, and any other telehealth platforms you may use. Note that you’ll need to select +Add Location for each new location you add.
Be sure to hit Save Changes when you’re all done!
Email Appointment Reminders
By adding in your Teleo waiting room link in the Address 1 line when setting up Teleo as a new practice location, your clients will receive an email reminder containing your Teleo waiting room link to use on the day of their session. You can find a sample client reminder email below:
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