If you schedule with Owl Practice and want to include an Upheal telehealth link in emails from Owl Practice to your clients, you can edit the Owl Practice email to include the Upheal link.
To include Upheal telehealth links in Owl Practice emails:
Open Owl Practice and click Settings in the left hand menu.
Click Services and Fees.
Select the treatment for your client, and click Edit.
Change Bookable as Video to In-person only.
We recommend adding information to the Service Name, so that it's clear that this is still an online session (e.g. "60-Minute Video Counselling").
Click Save Service.
Go to Settings and then to Notifications.
In the Reminders tab, find the Email Body under the Client Reminders section. Delete the existing content of the email and replace it with the following:
Hello _CLIENT-NAME_,
Just a reminder, our next session will take place on _APT-START-DATE_ at _APT-START-TIME_ _TIMEZONE_.
At the time of the session, use <a href="XXX">this link</a> to join the video session.
Looking forward to next time,
_CLINIC-NAME_
To get your Upheal telehealth link, go to Upheal, and click New session in the left menu.
Under Upheal telehealth, click Start call. You don't need any clients to join.
Click the copy icon to copy your Upheal telehealth link.
Go back to the tab with Owl Practice and in the email body, replace the XXX with the telehealth link you copied before. Click on Save.
Repeat the same steps in the Circle of Care Reminders section, if you are using this feature.
At the top of the page, click the Confirmations tab.
As before, replace the content of the email message with the following:
Hello _CLIENT-NAME_!
Your appointment at _CLINIC-NAME_ on _APT-START-DATE_ at _APT-START-TIME_ _TIMEZONE_ has been _ACTION_.
At the time of the session, use <a href="XXX">this link</a> to join the video session.
Looking forward to next time,
_CLINIC-NAME_
Again, replace the XXX in the Email Message with the Upheal telehealth link you copied before. Click on Save.
From now on, every meeting your client booked through Owl Practice will contain your Upheal telehealth link 🎉.
Important: Before your first call with a new client, don't forget to create their profile first. Here's how.