New Group Telehealth Appointment

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Updated: 08/21/2025 | Views: 3707

Telehealth is the next generation HIPAA compliant video visit solution from Tebra. It provides an integrated experience with the web platform. Telehealth appointments can be conducted on a computer or mobile device with up to 200 participants. This allows providers the flexibility to host multiple patients or providers in one visit room.

Once an appointment is scheduled, the patients receive an appointment reminder with a link to join the telehealth visit room. In order for the patients to receive a reminder, verify the following:

The provider's Patient Communication settings are activated
The practice's Service Locations allow appointment reminders
The patient's communication preferences are set on the Profile tab of the Demographics page
Appointment reminders are sent to the email and mobile phone entered on the Profile tab of the patient's Demographics page

Note:

Chrome is the preferred browser for optimal use for Telehealth.
The appointment workflow is not supported through Tebra's mobile app. To schedule an appointment or join a video appointment on a mobile device, log into app.kareo.com through a mobile browser.
Group Appointments must be enabled in Calendar Settings to schedule group appointments.

Available for Telehealth subscribers.

Access Calendar

Select the desired date on the calendar.
Click on the Calendar tab. The Calendar page opens.
Click New Appointment or double-click the desired time slot. The New Appointment page opens.

Schedule Group Appointment

To schedule a telehealth appointment with one patient, review New Telehealth Appointment.

Populate Details:
1. Select Group.
2. Group Name: Enter a name for the appointment that is displayed on the Calendar and Dashboard.
3. Appointment Mode: Click to select "Telehealth".
4. Location: Select a Service Location from the drop-down menu.
5. Date and Time: By default, the date and time selected populates.
  Note: The time zone displayed is based on the configuration in Calendar Settings.
  - If a specific date and time was not selected, the current date and next whole hour is populated. Update the date and/or time as applicable.
6. Duration: By default, the duration configured in Calendar Settings displays. If applicable, update the duration.
7. Recurrence: Select a pre-set or custom recurring appointment option if necessary.
8. Notes: Add an optional note about the appointment. Notes will populate the Appointment Notes section of the group note (Clinical subscribers only).
Populate Resources:
1. Provider: The selected provider populates from the time slot selected from the calendar or search for and select a provider from the drop-down.
  - The provider's availability displays by their name: Available, Conflicts with another appointment, or Outside office hours.
2. Staff: Search for and select a staff member, if necessary. Multiple staff members may be selected.
  - The staff's availability displays by their name: Available, Conflicts with another appointment, or Outside office hours.
3. Room & Equipment: Search for and select a room/equipment, if necessary. Multiple rooms and equipment may be selected.
  - The room and equipment availability displays under their name: Available or Conflicts with another appointment.
Attendees:
1. Max # of Attendees: By default, the maximum number of attendees for a group appointment is 200 patients. Enter a different maximum as applicable.
2. Patients: Add patients.
  - Existing Patient: Begin entering the patient's name and click on the patient's name when it appears.
  - New Patient: If the patient record is not found, select Click to create new patient record to add a patient record.
Click Save Appointment when finished.

The provider joins the telehealth visit at the time of the scheduled appointment. Review Patient Experience: Telehealth Visit to learn more about the patient's view.