Resource Center


Email Notifications to Patient

For every TeleHealth appointment booked, patients get an automated email with instructions for joining the TeleHealth session. Patients with PHR account can join from their registered account. Patients without PHR can use the direct Join URL sent as part of the email

Four email templates below are included for TeleHealth notifications. If required, you can customize the content from 'Settings > Templates > Email Templates' section
Email Templates

Text/SMS Notifications and Reminders to Patient

For every TeleHealth appointment booked, you can configure SMS/Text notification to be sent to the patient. The appointment confirmation and reminder SMS will include a shortened Join URL using which the patient can join the telehealth session with ease. Practice administrator can enable the SMS/Text notifications to patients from 'Settings > Patient > Text/Voice Notifications > Notifications to Patient' section.

You can also also configure reminder SMS to be sent one day (and/or) one hour prior to the telehealth consultation. To set reminder SMS to be sent an hour before the session, set the 'Video Consult Reminder 1 hour before the session' to 'Required'.
SMS/Text Notifications to Patient

SMS/Text Notifications to Providers

For every TeleHealth appointment, SMS/Text notifications can be configured to be sent to the providers. To enable text notification, go to 'Settings > Patient > Text/Voice Notifications > Text Notifications > Notifications to Provider' section. The SMS will be sent to the provider's mobile number configured under 'Settings > Facility > Facility Members' section
TeleHealth SMS/Text Notifications

TeleHealth Join URL

By default, when you schedule a telehealth session with the patient, they can join the session through their patient portal. For patients, without a Patient Portal (PHR) account, you can configure to send an automatic email to their registered email address with the URL to join the video session. You can choose to send the TeleHealth Invitation URL either to all patients or only to patients who do not have a patient portal account. You can configure this under 'Settings > ChARM TeleHealth > Preferences > TeleHealth Join URL' section.
TeleHealth Appointment Join URL

Password Protected TeleHealth Session

By default, patients can join the video consultation by clicking the Join URL sent by you. In order to provide more security, you can make your video sessions password protected. By enabling this option, patients can join the session only after they enter their shared meeting password. Please note that you cannot make the already created appointments as password protected. You can configure this under 'Settings > ChARM TeleHealth > Preferenes > Password Protected Meetings' section
Password Protected TeleHealth Meeting

Custom Terms of Service

If you have any proprietary TeleHealth legal compliance at your practice, you can configure it under 'Settings > ChARM TeleHealth' section. Once configured, patients will be asked to accept the given terms before every video session
TeleHealth Custom Terms of Service

Patient Consent Form Mandate

Some local country specific regulations might need a consent form being signed by the patient, before they can take up a video consultation online. In such cases, you can enable the consent form mandate for patients from 'Settings > ChARM TeleHealth > Preferences > Consent Forms' section. Before enabling this option, please note that you need to create a consent form (with 'Questionnaire Type as Consent Form'), and assign the consent form to Providers/Visit Types. The consent form assigned here are automatically shared with patients when they schedule video appointments. Once the mandate is configured, patients will be asked to fill the consent form while joining the telehealth session.
TeleHealth Consent Form Mandate

Note: The consent form filled by the patients are accessible from 'Encounter/Consultation > Questionnaires' section.

Patient Check-In Notification to Providers

When the joins joins the call, you can configure to automatically change the 'Appointment Status' to 'Checked In' by using the 'Change Appointment Status' field. To enable this, go to 'Settings > ChARM TeleHealth > Preferences > Patient Check-in Notification' section.
Patient CheckIn SMS Notification

When the patient joins the telehealth consultation, SMS/Web notifications can be configured to be sent to the providers. Set the 'Notify Providers by' option to 'SMS' or 'ChARM Notification' to receive the notification. For example, when you select 'ChARM Notification' you will receive an notification as below, with a option to start the consultation right from there.
Patient CheckIn Web Notification

TeleHealth Disclaimer Statement

Some local country specific regulations might need you to specify a custom disclaimer statement in the prescription and visit summary that gets shared to the patient after the video consultation. You can configure your own disclaimer statement from 'Settings > ChARM TeleHealth > Preferences > TeleHealth Disclaimer Statement' section.
TeleHealth Disclaimer Statement