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Telehealth Setup for Providers

Last updated Jun 26, 2026

Enabling Telehealth

  1. Go to Settings > Telehealth in your EHR dashboard.
  2. Toggle Enable Telehealth Visits on.
  3. Configure which appointment types can be conducted via telehealth.
  4. Set telehealth-specific scheduling rules (duration, availability).

Conducting a Visit

At the scheduled time, open the appointment and click Start Telehealth Session. The patient joins from their end. The video platform is built into Medximity — no third-party software needed.

Documentation

Document telehealth visits the same way as in-person visits using SOAP notes. Note the visit modality (telehealth) for billing and compliance purposes.

Requirements

  • Verify that telehealth is permitted under your state licensing board regulations.
  • Ensure you have appropriate malpractice coverage for telehealth services.
  • Obtain informed consent for telehealth at or before the first virtual visit.
  • Comply with state-specific telehealth prescribing rules.

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