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PnC - Scheduling a Telehealth Appointment
Original documentation created by @Joey Hannah
Scheduling a Telehealth Appointment in PnC
When you schedule the appointment, you MUST check the box called “Televisit appointment” (you can add this later by editing the appointment if needed). If you don’t do this, your student will not be able to check-in online.
In the portal, your student will see a button for “Appointment Check In”, after clicking this they will be taken through any online forms to fill out (e.g., SDS). While they are filling out forms, on your calendar you will see the “pink stripe” similar to when they have “Arrived” for their appointment.
Once they have completed the forms, they will see a message saying their Zoom link will be available once the provider has started the appointment. On your calendar, you will see the “red stripe” to show they are “Checked-in” and ready to be seen.
From PnC, right-click on the appointment and click “Start” which will launch Zoom for you. After you have done that, the student gets a “Join Meeting” button in the portal to open their Zoom.
***OPTIONAL***
You can use the green button “Create Zoom Link” to add the link in advance. When the student completes their check-in process they will get the Zoom link immediately rather than having to wait. You still MUST check the “Televisit Appointment” box in Step #1 otherwise this won’t work.