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Manage your schedule using telehealth
Manage your schedule using telehealth

Learn how to manage appointments during an appointment using Grow Telehealth.

Updated over a week ago

Most providers (~85%) cite time management as a challenging aspect of private practice management. Using Grow's telehealth scheduling feature allows you to reduce this administrative burden by accessing and managing your client's appointment details via the waiting room and during a session. This allows scheduling decisions and adjustments to be made with the client in real-time, not outside session time.

Key Points


  • Grow Telehealth allows providers to meet with clients remotely while seamlessly integrating with their Grow Therapy provider portal.

  • In-telehealth schedule management helps reduce the administrative time spent outside of sessions coordinating with clients by allowing you to create, edit, and review appointments in real-time with clients.

  • Clients scheduling their next session before leaving reinforces their commitment to the therapeutic process and helps them feel accountable for their progress and continued participation.


Review upcoming appointments


When you enter your waiting room, a chronological list of your appointments for the day will appear in the preview. Select a client's name from the "Upcoming today" list, and a pop-out menu with the client's information will appear on the right. Toggle to the Appointments tab to review the client's upcoming appointments.

Review a client's upcoming appointments via Telehealth

Schedule follow-up appointments


A notification will prompt you to schedule your next appointment five minutes before the appointment concludes.

Five minute toast reminder preview

To schedule follow-up appointments during an appointment:

  • Select the Client Information icon via the navigation bar at the bottom of your browser. A pop-out menu will populate on the right with the client's information.

Appointments tab, via client information card preview
  • Select the Appointments tab to review the client's upcoming appointments.

  • To schedule a follow-up, select Add appointment. Make your desired selections for the date, time, location, and frequency of the follow-up appointment(s). To edit an appointment, please reference the instructions below.

Add an appointment during an appointment preview
  • Confirm your choices by selecting Add appointment. A confirmation message will appear below the pop-out menu.


Edit future appointments


To edit upcoming appointments with your client via telehealth:

  • Select the Client Information icon via the navigation bar at the bottom of your browser. A pop-out menu will populate on the right with the client's information.

  • Access the client's list of future appointments by selecting the Appointments tab from the pop-out menu.

  • Select the appointment date you want to adjust.

  • To reschedule an appointment, make your desired changes and select Save changes. Selecting Cancel appointment will direct you to a new browser tab to complete the cancellation process.

Edit an appointment via telehealth
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