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help center

Navigating Instructions

Provider Faq

  • How to change the password?
  • How to send a secure message?
  • How to edit my profile?
  • How to save and edit my signature?
  • How to invite a client?
  • How to create a client?
  • How do I set up my office hours?
  • How to schedule an appointment?
  • How to edit an appointment?
  • How to delete an appointment?
  • How to set up recurring appointments?
  • How to create an unscheduled video meeting?
  • How to access the client profile?
  • How to update the client profile?
  • How to create an invoice?
  • How to delete a client?
  • How to reactivate a client?
  • How do I upload documents to store on a client’s file?
  • How do I unshare or delete a document?
  • What information is sent over the internet to the registered user’s email address?
20 ARTICLES
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Admin Faq

  • How to change the password?
  • How to send a secure message?
  • How to edit my profile?
  • How to invite a client?
  • How to schedule a provider’s appointment?
  • How to create an unscheduled video meeting?
  • How do I upload documents to store on a client’s file?
  • How do I unshare or delete a document?
  • What information is sent over the internet to the registered user’s email address?
  • What happens if there are technical issues during the session?
10 ARTICLES

Patient Faq

  • How to change the password?
  • How to send a secure message?
  • How to edit my profile?
  • How to join a meeting?
  • How do I share, unshare, or delete a document?
  • How to reschedule an appointment?
  • How to cancel an appointment?
  • How to book an appointment?
8 ARTICLES

Guest Faq

  • How to change the password?
  • How to send a secure message?
  • How to edit my profile?
  • How to join a meeting?
  • How do I share, unshare, or delete a document?
5 ARTICLES

Supervisor Getting Started

  • What are my Supervision resources?
  • Should I read or follow any Telehealth policies before getting started?
  • Is it possible to integrate electronic health records (EHR) with Adaptive Telehealth?
  • What are the basic steps involved in setting up and configuring a telehealth system for a new team?
  • How do I ensure the security and confidentiality of patient information in a virtual environment?
5 ARTICLES

Supervisor Faq

  • How to schedule an appointment?
  • How to create an unscheduled video meeting?
  • How do I upload documents to store on a client’s file?
  • How do I unshare or delete a document?
  • What information is sent over the internet to the registered user’s email address?
  • How to send a secure message?
  • How to edit my profile?
  • How to invite a client?
  • How to change the password?
  • What information is sent over the internet to the registered user’s email address?
10 ARTICLES

Provider Getting Started

  • Do my clients need to install anything to participate in the session?
  • Should I read or follow any Telehealth policies before getting started?
  • How do I receive the payment for my Telehealth sessions?
  • What is the payment process for Telehealth sessions?
  • Is the client’s personal health information secure during a telehealth co] consultation?
  • What happens if there are technical issues during the session?
  • Can I get a demo?
  • What kind of equipment do I need to provide Telehealth services?
8 ARTICLES

Patient Getting Started

  • Can I get prescriptions or referrals through telehealth?
  • How do I know if my insurance covers telehealth appointments?
  • How do I access my medical records after a telehealth session?
  • What should I do if I need urgent medical attention during a telehealth appointment?
  • What is the payment process for Telehealth sessions?
  • What happens if there are technical issues during the session?
6 ARTICLES

Guest Getting Started

  • What happens if there are technical issues during the session?
1 ARTICLE

Admin Getting Started

  • What happens if there are technical issues during the session?
1 ARTICLE
Popular Articles
  • What kind of equipment do I need to provide Telehealth services?
  • How do I ensure the security and confidentiality of patient information in a virtual environment?
  • What are my Supervision resources?
  • Should I read or follow any Telehealth policies before getting started?
  • Is it possible to integrate electronic health records (EHR) with Adaptive Telehealth?

Help center

  • Supervisor

  • Provider

  • Admin

  • Patient

  • Guest

What  you can do as a Supervisor

Supervisors have the ability to access and oversee all providers under their supervision. They can view clinical notes and approve them with the appropriate configuration. Supervisor role also has the ability to attend scheduled meetings with Providers and Patients. Any features can be activated depending on how you want to set up your supervisor account!

Getting Started

  • How do I ensure the security and confidentiality of patient information in a virtual environment?
  • What are my Supervision resources?
  • Should I read or follow any Telehealth policies before getting started?
  • Is it possible to integrate electronic health records (EHR) with Adaptive Telehealth?
  • What are the basic steps involved in setting up and configuring a telehealth system for a new team?

Frequently Asked Questions

  • What information is sent over the internet to the registered user’s email address?
  • How to change the password?
  • How to invite a client?
  • How to edit my profile?
  • How to send a secure message?
  • What information is sent over the internet to the registered user’s email address?
  • How do I unshare or delete a document?
  • How do I upload documents to store on a client’s file?
  • How to create an unscheduled video meeting?
  • How to schedule an appointment?

Everything you can do as a Provider

Providers, also known as therapists, have access to their assigned clients within the platform. They can schedule telehealth appointments, send messages, and manage client-related tasks. Any features can be activated depending on how you want to set up your provider account!

Getting Started

  • What kind of equipment do I need to provide Telehealth services?
  • Do my clients need to install anything to participate in the session?
  • Should I read or follow any Telehealth policies before getting started?
  • How do I receive the payment for my Telehealth sessions?
  • What is the payment process for Telehealth sessions?
  • Is the client’s personal health information secure during a telehealth co] consultation?
  • What happens if there are technical issues during the session?
  • Can I get a demo?

Frequently Asked Questions

  • How do I unshare or delete a document?
  • How do I upload documents to store on a client’s file?
  • How to reactivate a client?
  • How to delete a client?
  • How to create an invoice?
  • How to update the client profile?
  • How to access the client profile?
  • How to create an unscheduled video meeting?
  • How to set up recurring appointments?
  • How to delete an appointment?

Everything you can do as an Admin

The Admin role is designed for front desk assistants working with doctors. They can schedule telehealth appointments on behalf of providers, manage the platform’s financial aspects (including creating invoices and submitting insurance claims), and handle tasks for all doctors within the same team, which is supervised by the same supervisor. Any features can be activated depending on how you want to set up your admin account!

The Care Coordinator role has limited access and is primarily used for managing patient referrals. Any features can be activated depending on how you want to set up your care coordinator account!

Getting Started

  • What happens if there are technical issues during the session?

Frequently Asked Questions

  • How to schedule a provider’s appointment?
  • How do I unshare or delete a document?
  • How do I upload documents to store on a client’s file?
  • How to create an unscheduled video meeting?
  • What happens if there are technical issues during the session?
  • How to change the password?
  • How to invite a client?
  • How to edit my profile?
  • How to send a secure message?
  • What information is sent over the internet to the registered user’s email address?

Everything you can do as a Patient

Patients have a role that allows them to self-schedule appointments, upload files, share information with their providers, and make payments for services. Any features can be activated depending on how you want to set up your patient account!

Getting Started

  • What is the payment process for Telehealth sessions?
  • What happens if there are technical issues during the session?
  • Can I get prescriptions or referrals through telehealth?
  • How do I know if my insurance covers telehealth appointments?
  • How do I access my medical records after a telehealth session?
  • What should I do if I need urgent medical attention during a telehealth appointment?

Frequently Asked Questions

  • How to book an appointment?
  • How to cancel an appointment?
  • How to reschedule an appointment?
  • How do I share, unshare, or delete a document?
  • How to join a meeting?
  • How to change the password?
  • How to edit my profile?
  • How to send a secure message?

Everything you can do as a Guest

The Guest role offers limited access to the platform, typically used for external individuals such as parents who need to pay bills or be invited to a scheduled patient meeting as guests.

Getting Started

  • What happens if there are technical issues during the session?

Frequently Asked Questions

  • How do I share, unshare, or delete a document?
  • How to join a meeting?
  • How to change the password?
  • How to edit my profile?
  • How to send a secure message?

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