Managing Zoom Telehealth Pro Sessions

In this article:

• Key Features of Zoom Telehealth Pro
• Enabling Zoom Telehealth Pro in Your Power Diary Account
• Inviting Participants to a Telehealth Pro Session
• Managing Zoom Telehealth Pro Sessions - Practitioner Experience
  • Enabling a Telehealth Pro Session
  • Running a Test Meeting
  • Running a Client Session
  • How to Load a Meeting without Using the Zoom App 
• Joining a Telehealth Zoom Pro session - Client Experience
• Related Articles

Key Features of Zoom Telehealth Pro

With Zoom Telehealth Pro, you will have access to the following advanced features integrated into your Power Diary system:

• Unlimited, Unrestricted Telehealth Sessions: No session time limits.
• Group Sessions: Host telehealth group sessions with up to 20 participants, plus the host.
• Computer Audio Sharing: Share audio from media files (e.g., YouTube videos) directly within Zoom.
• Screen Sharing: Easily share your screen during sessions.
• Virtual Backgrounds: Customize your telehealth background for a more professional environment.
• Whiteboards: Collaborate with clients using virtual whiteboards.
• File Sharing: Send and receive files during the session.
• In-App Chat: Engage with clients during the session for smooth communication.
• Session Recordings: you will be able to record sessions and save them on your computer. Recordings to a cloud storage will not be allowed. 
• Zoom Flexibility: Use either the Zoom Desktop App or your browser to run Zoom sessions. Rest assured, users are not required to download Zoom for this service to function properly.

 

 

How to Enable Zoom Telehealth Pro in Your Power Diary Account

Zoom Telehealth Pro will be available in Beta version during October 1st - November 1st, 2024. During this period,

• We recommend that you download the Zoom app to your device for a better overall experience.
• If you already had Telehealth Plus+ enabled before, you do not need to change any settings - the Zoom Telehealth Pro will be automatically switched to to be used for your Telehealth sessions. 
• You will be able to switch back to using Telehealth Plus+ for your sessions during the Beta testing period. This can be done in Settings > Communication > Communication Options, or in Settings > Practice > Subscription > Optional Add-Ons. 
• If you used Telehealth Lite option, you will continue using it in the Beta period, however you will be able to test the Zoom Telehealth Pro without extra charges, during Beta. You will only need to have the Telehealth Plus+ add on enabled in your account. This can be done in Settings > Communication > Communication Options, or in Settings > Practice > Subscription > Optional Add-Ons. 

 

How to Invite Participants to a Telehealth Pro Session

Each appointment on your calendar will have a unique link for Telehealth Plus+ that will need to be shared with participants. 

• You can set up your communication templates to include the {ClientTelehealthUrl} merge field. This merge field will automatically add the appointment Telehealth Plus+ or client's Telehealth Lite link, depending on the particular appointment settings. This way you can automatically send Telehealth Plus+ or Telehealth Lite links to your client with their appointment reminders, or use the communication templates to manually message or email a client to send them the link. ⚠️Ensure that you enabled the Telehealth Plus+ switch on the appointment panel to generate the Telehealth Plus+ link!
• If you wish to manually send the link to a client without the use of a Power Diary communication template, or via your own SMS or email, you can copy the link directly from the appointment panel: 

1. Find the appointment on the Calendar display and click on it once to bring up the appointment panel on the right. 
2. Click on the Copy Link button on the appointment panel, to copy the link to clipboard. This allows you to paste the link into an SMS or email message to share with your participants.

 

Managing Zoom Telehealth Pro Sessions - Practitioner Experience

Each client and group appointment will have the option to enable and start a Zoom Telehealth Pro session. 

 

Enabling a Telehealth Pro session

1. Click the appointment block on the calendar. 
2. The appointment panel will open on the right side.
3. The Appointment Details section included the controls to manage Zoom Telehealth Pro sessions:
   1. Turn on the switch to enable the Zoom Telehealth Pro on this appointment;
   2. Copy link to send it to the client when necessary;
   3. Click 'Start' to start the session.
4. When you clicked the 'Start' button, read the notification pop-up to confirm that you wish to start the Telehealth Pro session. Click 'Yes' to confirm and start the session. 
   

5. The Telehealth Pro launch page will open. Here you will be able to start a test meeting or start a live session.

 

Running a test meeting

1. Click 'Start A Test Meeting' button in your Power Diary Telehealth Pro launch page.
2. The Zoom launch page will open. Click the 'Join' button:
   
3. Click 'Open Zoom Meetings' to open the meeting in the Zoom App. Alternatively, click the 'Launch Meeting' to open the meeting in your browser. 
   
4. The system will prompt you to test your camera, microphone and speakers to ensure they will work in a session. 
   
   
   
5. Once you confirmed that the camera, microphone and speakers are working, click 'End Test'
   

 

Running a Client Session

To start a Telehealth Pro session

1. Click the 'Start Telehealth Session' button:

2. Click 'Open Zoom Meetings' to open the meeting in the Zoom App. Alternatively, click the 'Launch Meeting' to open the meeting in your browser. 

3. You can test your speaker and microphone before joining the session:

4. When in a session, use the controls at the bottom of the screen to manage the session*:

5. To end the session, click 'End' at the top-right and select 'End Meeting For All'

 

Joining a Telehealth Zoom Pro session - Client Experience

Clients will need to click the Telehealth session link they received from you, to open a session.

1. The link will open in their preferred browser on the Telehealth Pro home page.

2. To join the session, they will need to click the 'Join Telehealth Session' button. The button will be greyed out / inactive until the session start time. A client will be able to see the information about the date, time and session provider of this appointment. 

3. A client will be able to start a test meeting to test their camera, microphone and speakers before joining the session. 

4. Clients will be advised if the practitioner has not started the session yet. Once it is the time of the session and the practitioner started it from their end, a client will be able to join the session.

5. After they clicked the 'Join Telehealth Session', they will be taken to Zoom. They will need to click 'Open Zoom Meetings' to open the meeting in the Zoom App. Alternatively, click the 'Launch Meeting' to open the meeting in your browser.

  6. Once connected, they will be able to test their speaker and microphone before joining the session:

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How to load a meeting without using the Zoom App

1: Click the 'Start Telehealth Session' button:

2: Click 'Cancel' when the pop-up appears.

3: You will be taken to the Launch Meeting screen. Click 'Launch Meeting'.

4: Click the 'Cancel' in the pop-up.

 

5: You will now see the message, Having issues with the Zoom Workplace app? added to the Launch screen. Click 'Join from your browser'.

6: Enter 'Your Name' in the Enter Meeting Info box and proceed as usual within your browser.

Related Articles:

• Embracing the Future of Telehealth with Power Diary and Zoom
• Telehealth Upgrade: Transitioning from Telehealth Lite to Zoom Telehealth Basic and Zoom Telehealth Pro 
• Upcoming Changes to Telehealth Services In-Detail