Category: Tips

Adding notes to a Client Profile

Clocktree offers a HIPAA compliant, secure place for a practice to add notes to a client’s profile. There is a free-form notes field on every client profile, with the ability to assign different access levels for each note.

These profile notes are different than adding a note in the chat session of a video appointment, which are always visible to the client and can be accessed via the appointment history.

To add a client profile note, go to your Clients tab and click the client’s name. There you will see different sections for Info, Appointments, Messages, Notes and Documents. Click the Notes tab, then the +Add button.

Next select the type of note, depending on who should have access to that note. Screen Shot 2019-08-07 at 12.39.35 PM

Type your note and click Save. Saving a note to a client profile is permanent and the note cannot be edited or deleted, so please make sure you’ve selected the proper type of note before clicking Save.

Because these notes are a free-form field, they can be used for anything such as therapy session notes, insurance information, allergies, or medical history.

If you have questions about Client Profile Notes or anything else related to Clocktree, please give our Customer Care team a call at 302-990-8935 or email us at support@clocktree.com. We’d love to hear from you!

 

Update your Clocktree Provider Profile

Your Clocktree account has two profiles: one for your practice and one for you as a provider. There are different fields for each, and both profiles can be listed in the Clocktree Directory. Your profiles can also appear in Google and Bing search results when a potential client searches for a telehealth provider, so it’s important that the information is complete and up to date!

Screen Shot 2019-06-05 at 3.10.02 PM

Take a moment to make sure your Provider Profile is up to date with the following information:

  1. Profile Pic
  2. Provider type and introduction
  3. Specialties
  4. Education
  5. Licenses
  6. Languages

To update your profile, log in as a provider on Clocktree.com. Click your name in the upper right and select “View Profile”.  From there you can edit each section.

If you’d like to see how other providers have filled out their profiles on Clocktree, search for a provider on the Clocktree Directory for inspiration.

Please contact our Customer Care team at 302-990-8935 or support@clocktree.com if you have any questions!

Technical tips for using Clocktree

Technical tips for using Clocktree

Clocktree telehealth is web based and should work on any modern computer or mobile device with a camera. Access Clocktree via browser, no matter what device you are using.  Preferred browsers are:

  • PC (Windows): Google Chrome
  • Android tablet or phone: Google Chrome
  • Mac (Desktop or laptop): Google Chrome or Safari
  • iPhone or iPad: Safari

In many cases, Clocktree will work on other browsers such as Edge or Firefox, however we recommend Chrome or Safari for the most reliable video and audio connection.

It’s also important that both ends of the video call have sufficient internet speed. You can test your internet speed at www.speedtest.net  This gives you three speed metrics for ping, download and upload. The upload speed is the most crucial for video conferencing and it should be above 5 Mbps for a good connection.

Some tips for maximizing your internet speed are:

  1. Connect your computer to the router via ethernet cable, as opposed to WiFi, if possible.
  2. If using WiFi, position yourself as close as possible to your router.
  3. Avoid streaming content from the internet on other devices connected to your network – you share bandwidth so let your Clocktree connection use all of it!
  4. Restart your computer right before your Clocktree session and don’t open other software or apps that might use internet or processing power in the background.

And finally, make sure your camera and microphone are functional and check your lighting and background prior to a video call.  To do this, log in to your Clocktree account and select Test Audio/Video.

As always, contact our Customer Care team at 302-990-8935 or support@clocktree.com if you need any help!

Tips for successful video appointments

Tips for successful video appointments

Telehealth visits are becoming more popular as an efficient, convenient way to connect healthcare providers with clients.  If you are just getting started offering telehealth services, here are some things to consider to help your clients get the most out of their video visits with you.

Set up your web cam slightly above eye level.

The closer you can align the camera to your focal point (the screen) the more your interaction will seem natural to the person on the other end.  Place your webcam above your monitor, not below.  If you are using a laptop, try setting it on a stack of books to get the right angle for the camera.

Minimize distractions.

Wear solid colors, as opposed to stripes and busy patterns which are distracting and can be slower to render on the screen, giving the appearance of a bad connection. Similarly, try to have a plain background without any motion such as a ceiling fan.

Practice with a friend or colleague first.

Once you get your camera and microphone in place, do a quick practice video to make sure you work through any technical difficulties before connecting with a client.  This practice call is a good time to adjust the lighting and backdrop.

Get the highest quality connection possible.

The quality of the video and audio connection is dependent on your internet signal and the processing power of your computer or device.  Here are tips to maximize both:

  1. Restart your computer or device right before your video call.
  2. Don’t open other apps or programs, which might drain computer power away from the video app.
  3. Connect your computer via ethernet cable instead of WiFi, if possible.
  4. Test your internet speed at speedtest.net.  The upload speed is the most important result, and should be higher than 2 MBPS.

Wear headphones to reduce echo.

This isn’t usually necessary, but if you or your client hear your own voice echoed back through the video call, put on headphones. Depending on your setup, moving the speakers away from the microphone can also help.

If you have any other telehealth tips or tricks,  please share in the comments section below!