Telehealth Lite
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      Getting Started with Telehealth Lite

      Learn how to use Zanda's Telehealth Lite for secure, encrypted video calls with clients.

      Great News! 🎉

      In this article:


      Introduction:

      Zanda's built-in Telehealth Lite system allows you to conduct secure video calls with your clients inside your web browser. It's end-to-end encrypted and specifically designed for use in clinical settings. There are no additional fees to use this service. Your clients access their Telehealth Lite session via a secure link that requires no download by them.

      Hint 💡

      Before using the Telehealth Lite feature for the first time with patients we recommend setting up a test patient in Zanda and having a practice run. This will ensure you can make any browser setting changes at your end before your first 'real' telehealth session i.e. you will be prompted to allow your browser access to your camera and microphone.

      Practitioner Access to Telehealth Lite

      1. Navigate to the client's appointment in your Calendar and click on it to open the Appointment Panel on the right-hand side.
      2. Next to their name at the top - next to the Messages icon - you'll see a camera icon that takes you to the Telehealth Lite session for that client.
      3. Click Start Telehealth Lite Session and wait for your client to join the room.
      4. You'll receive a dialog while waiting that your client is attempting to join, and waits for you to click Yes when ready to begin and get connected.

      Important: If you wish to use other Zanda pages during your Telehealth session with a client (e.g. work on a session note, book another appointment for the client while in a session, process their online payment, etc.)
      1. Open another browser window with a Power DIary page;

      2. Position the two windows, the Telehealth session one and the other page, on the same screen side to side, or use the split screen if you are on a Mac device. 

      This will ensure that your Telehealth call is no disconnected if you move to a different Zanda page during the call. 

      Presenting your Computer Screen

      You can share your computer screen with your clients during your Telehealth Lite session. This feature only works on desktop computers and laptops. In addition, only you can share your screen, not your client.

      1. Once the connection between you and the client has been established and the call began, click on the monitor icon at the bottom of the Telehealth Lite video to start video sharing.

      2. If your browser prompts you to give access, choose Entire Screen, or a specific browser/application from the drop-down menu.

      3. Your client should be able to view what you present to them.

      Important:

      When your browser asks permission for screen-sharing, you have multiple options regarding what you can share. If you choose Entire Screen, your entire computer and all its applications will be visible to your client. But if you choose a specific application you have open i.e. your web browser, your media player, etc., your clients will only be able to see that only instead of everything that's on your screen.

       

        4. When using Google Chrome on a Mac device, you will need to allow screen recording via Security and Privacy > Screen Recording:

       5. If anytime you want your client to stop seeing your screen, click on the monitor icon on your Telehealth Lite session window again to turn screen-sharing off. 

      Client Access

      1. You can find the client's link in their Profile under the Appointments → Telehealth menu and send this link to your client via email.
      2. For more automation, you can add the merge field "{ClientTelehealthUrl}" to an email template you create and send this before a Telehealth Lite session;

      3. They receive the link from you via email or SMS;

       

      4. At the time of the appointment, your client needs to click on this link which will open in their web browser. The link contains the key to access their room, so no additional logins are needed.

      5. When they are ready to start the session, they click on the "Start Telehealth Lite Session" button.

      Important

      Please note that most mobile devices will not allow you to be on a normal phone call and start a Telehealth Lite session at the same time. If you attempt this you may see this message. 'Camera microphone is blocked'. You'll need to end your normal call and then reattempt to connect to your Telehealth Lite call

      • If you are interested in allowing more than two participants, or having more features in your video call please see our Telehealth Plus+ option.
      • For a comparison between our Telehealth Lite and Telehealth Plus+ options please review our article here. 

      Zanda Telehealth Lite transitioning to Zoom Telehealth Basic Services

      Key Features of Zoom Telehealth Basic

      With Zoom Telehealth Basic, users will  have access to the following advanced features:

      • 4 Complimentary Zoom Telehealth Pro sessions per practitioner
      • Free, unlimited 40-Minute Sessions
      • Free, unlimited 40-Minute Group Sessions: Host telehealth group sessions with up to 20 participants plus the host.
      • Computer Audio Sharing: Share audio from media files (e.g., YouTube videos) directly within Zoom.
      • Screen Sharing: Easily share your screen during sessions.
      • Virtual Backgrounds: Customize your telehealth background for a more professional environment.
      Pricing for Zoom Telehealth Basic
        • Free, 40-Minute Telehealth sessions unlimited
        • BONUS: 4 Telehealth Pro sessions / per practitioner/per month

      How to Prepare for the Transition

      • Download Zoom: We recommend downloading the Zoom Desktop App to access all Zoom Telehealth Pro features. Users can download it here.
      • No Workflow Changes: Users will still create Zoom links for their telehealth sessions through Zanda, and all links will work as they do now.

      Frequently Asked Questions

      1. Will I need to change how I schedule sessions?
        No. You will continue to generate telehealth links directly through Zanda, just as you do now.
      2. Will I need to download Zoom?
        Yes. For optimal performance, we recommend downloading the Zoom Desktop App. You can download it here.
      3. How can I change or modify my subscription?
        You can manage your subscription through Settings > Communication > Communication Options.
      4. Can I use my own Zoom account login?
        Currently, you cannot port your personal Zoom account into the Zanda integrated telehealth system. Our Zoom Telehealth Pro subscription is tied to the platform and is likely more affordable than many external Zoom plans. However, the team is working on this, and there could be options in the near future. We’ll keep you updated if anything changes
      5. Is Zoom secure?
        Yes, Zoom is highly secure and trusted worldwide. You can view all of Zoom’s security and compliance features here: Zoom Security Features. This information will also be included in the email communications.