Managing both in-person and telehealth appointments is now easier with Bravely's new 'Location' functionality. Here's a step-by-step guide to help you set up your session types with the appropriate locations.

Step 1: Set Up Your Locations and Session Types

Before you can assign locations to your session types, make sure you have set up the locations you will be running your practice from.

If you haven’t set up locations yet, or you want to double check, head to this page to get started on it.

For setting up and checking on your ‘Session Types’, here’s a guide to setting them up.

<aside> 🔒 Security tip: To ensure privacy of your notes, make sure you use a secure device and internet connection to prevent any unwanted access to your records.

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Step 2: Assign Locations to Your Session Types

On the ‘Appointments’ page, and open ‘Setup’.

• Add Locations: For each session type, assign the location(s) where you offer that service.
• Add Telehealth: Choose the ‘Telehealth video call’ option and Bravely Connect will auto-generate a unique, secure Google Meet link for each session.

When you have finished with your adjustments, remember to press save at the bottom of the page.

Step 3: Set your availability for your session types and locations

While in the appointments setup, you can adjust your availability for these session types and locations.

If you’re a director or administrator for a clinic, you can adjust the availability for all your staff across all your locations. You can also adjust the locations your therapists are practicing at.

• Want to control which therapists are assigned to each session type? Those settings are controlled in the session type, see step 2 above 👆🏼.

This is a good chance to set some boundaries on your time: office 3 days a week 2 days telehealth, don’t work evenings - now’s your chance to take control.