Getting Started with Telehealth

Telehealth in Sessions Health supports a variety of workflows, whether you use Sessions Health’s integrated telehealth service or your own external platform. This article gives you a high‑level overview of how telehealth works, how to choose the option that fits your practice, and where telehealth links appear for you and your clients.


In this article


Video Tutorial: Set Up Your Telehealth Link


Learn how to set up your telehealth link, choose the option that fits your workflow, and see where your link appears for clients.


Sessions Health’s Integrated Telehealth


Sessions Health’s integrated telehealth service is available as a monthly add-on and includes secure video, a waiting room, and one‑click access for clients. If you choose this option, you can create a custom URL for your telehealth room and add default instructions for clients. The URL is unique to you, and Sessions Health will let you know if the one you choose is already taken.

When you use the integrated option, Sessions Health automatically places the correct link into each telehealth appointment. This removes the need to paste links manually.

💡 Because integrated telehealth runs in your browser, you can view or write your notes on the same screen while meeting with your client.

ℹ️ For more details, see: Integrated Telehealth.


Additional Telehealth Options


If you prefer to use your own telehealth service, you can add your link in Account Settings > Telehealth. You will choose whether your platform uses the same link for every appointment or a different link for each session.

  • If your link stays the same, Sessions Health will prefill it for you when you schedule telehealth appointments.
  • If your link changes each time, you can enter it directly into each appointment in the URL field.

ℹ️ For more details, see: Additional Telehealth Options.



Once your telehealth link is set up, Sessions Health uses it throughout the system to help clients join their sessions easily.


When scheduling appointments

Once you select a telehealth location, the URL field appears. If you use a consistent link or the integrated telehealth option, the link fills in automatically. If your link varies by appointment, you can enter it manually in the URL field.

Screenshot of the appointment scheduling screen showing the telehealth link automatically populated in the URL field.


In client emails

Clients will see the telehealth link in their appointment confirmation and reminder emails. The link appears clearly in the message so clients can click to join.

An example of an appointment reminder email featuring a clickable telehealth link for the client.

💡 You can adjust your email reminder template from Account Settings > Client Notifications. The appointment location token is dynamic: it shows your office address for in‑person sessions and automatically switches to your telehealth link for virtual sessions.


In the client portal

Clients who use the portal will see the telehealth link when they view their upcoming appointments.

The upcoming appointment view in the client portal displaying the telehealth link in the


Telehealth Locations and Place of Service Codes


ℹ️ Insurance payers vary in their requirements for Place of Service (POS) codes. If you have questions about which code to use, contact the insurance payer for guidance.

When you open the Telehealth tile for the first time, you may be prompted to create a telehealth location. This ensures that your POS code is accurate for insurance billing.

Sessions Health defaults to POS code 10, which is used when the client is at home during a telehealth session. If your clients join from another setting, such as a care facility or hospital, you may need to use code 02 instead. Some practices create separate service locations for each code to help maintain claim accuracy.

You can edit your telehealth location's POS code at any time in Account Settings > Account > Service Locations, then click Edit next to the location name.

💡 For a deeper explanation of Place of Service codes, see  Insurance: Account Set Up.


Frequently Asked Questions


Can I switch between integrated telehealth and an external platform?

Yes. You can update your telehealth settings at any time. Changes apply to future appointments.


What happens if I change my telehealth link after I have already scheduled appointments?

Future appointments will use your updated link. Existing appointments keep the original link, so clients will still be directed to your previous waiting room. Update any already‑scheduled appointments if you want clients to join your new room.


Do I need a separate telehealth link for each practitioner?

Yes. Each practitioner can set their own link or choose the integrated option.


What if my external platform generates a new link for every session?

You can enter the link directly into each appointment when scheduling or editing.


Do my clients need to log in to the portal to join a session?

No. If you use integrated telehealth, clients can join by clicking the link in their email reminder without needing to log in to their portal account.



For more guidance on telehealth setup and related topics, you can explore these resources:

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