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How to Create a Telehealth (Couples & Families) Treatment

  1. Telehealth Appointments
  2. How to Create a Telehealth (Couples & Families) Treatment

    3. 4 min read
    Balance Plan Practice Plan Thrive Plan

Staff Access Level: Admin/All Billing and above

Jane Plan: All plans

Add-On Required: Yes — Group Telehealth ($15 per practitioner per month)

Geography: 🌐 All geographies

Getting Started

Before creating a Telehealth (Couples & Families) treatment, the practitioner running the session must have Group Telehealth enabled on their account. See our guide on How to Enable Group Telehealth for a Practitioner to get that set up first.

Instructions

To create a Telehealth (Couples & Families) treatment in Jane, follow these steps. Once created, the treatment can be scheduled like any other appointment.

  1. Go to Settings > Treatments, Classes & Group Appointments.
  2. Click New Treatment.
  3. For Type of Appointment, choose Group Appointment.
  4. Open the In-Person or Telehealth drop-down menu and select Telehealth.
  5. Open the Capacity drop-down menu and select the maximum number of participants who can join the session.
    The New Treatment form showing the Group Appointment type selected with the Telehealth and Capacity drop-down menus
  6. Fill in the remaining treatment details, including name, duration, and price.

📣 Heads up: Telehealth (Couples & Families) treatments can only be assigned to practitioners who have Group Telehealth enabled. If you're creating a shared treatment and no staff in the discipline have Group Telehealth enabled, you may see an error. Enable at least one staff member in the discipline before creating the treatment.

  1. If you'd like this treatment to be bookable online by clients, scroll down and check Display in Online Booking.
  2. Click Create Treatment.

🩵 Jane Tip: If you're creating multiple similar Telehealth (Couples & Families) treatments, create the first one and then duplicate it to save time. Click the Duplicate button next to the treatment in your list, edit the details, remove "Copy of" from the name, and click Save.

What to Expect

The new treatment appears in your Treatments, Classes & Group Appointments list and is available to assign to practitioners with Group Telehealth enabled right away. If you enabled Display in Online Booking, the treatment will appear on your clinic's online booking site.

Important Notes

  • Telehealth (Couples & Families) treatments support a maximum of 12 clients per session. This cannot be increased.
  • Only practitioners with Group Telehealth enabled can be assigned to this treatment type.
  • For a full walkthrough of all treatment settings, see our guide on Setting Up Treatments.
  • To control when this treatment appears in online booking, see our guide on Choosing Which Telehealth Treatments Appear in Online Booking.

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