As COVID-19's impact on your business evolves, BestNotes provides a "Telehealth Link" field within calendar appointments to easily manage and send meeting links to clients.

Permissions Required

No specific BestNotes permissions are required.

Managing Telehealth Links in BestNotes

BestNotes serves many organizations that leverage low-cost Telehealth solutions like Zoom or GoToMeeting. Here's a brief breakdown of these products' features:

Zoom

Features: HD Audio and Video, record session, medical device integration.

Learn more here: https://zoom.us/healthcare

GoToMeeting

Features: HD Audio and Video, record session, host a webinar.

Learn more here: https://www.gotomeeting.com/meeting/pricing

BestNotes has a "Telehealth Link" field in the calendar appointments to save telehealth links for easy access. Follow these steps to utilize the Telehealth Link feature:

  1. Enter the Telehealth Link into the designated field within a calendar appointment.

  1. Once this link has been entered and saved, reopen the appointment window to send the meeting information to the contacts added to the appointment.

    Individual appointments will send an email to the primary contact, and group appointments will send an email to all contacts. Contacts must have a valid email.

Telehealth Link field in BestNotes calendar appointment

Send meeting information button

  1. Clients will receive an email and have the ability to select the link in their email to join the meeting.

  1. Once the link has been sent, the icon will change. You can select the icon to view who the link was sent to, and the date and time it was sent.

    This link can only be sent once per appointment. If you need to send out a new or updated notification, you will need to create a new appointment to replace the existing appointment.

    Group appointment:

Client email with telehealth link

Group appointment icon

  1. Individual appointment:

  1. You can also select the link to open your meeting directly from the appointment window.

Individual appointment icon

  1. You have the option to "Edit" or "Remove" the link at any time.

Next Steps

For additional questions or concerns, reach out to submit a support ticket or call (866) 543-6646.

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