Training Resources

• How-To Videos

Account Setup

• Complete Your Profile
• Select Your Issue List
• Customize Your Notifications

EHR Integration

• I've initiated an integration with my EHR — what next?
• Which appointment types can I use to schedule a video visit?
• I added a new provider to Hale — how do I ensure their visits sync?
• Why are my appointments not syncing to Hale?

Inviting Patients

• Patient Registration
• Email Invitations
• Video Visit Scheduling
• In-Office Marketing

FAQs

• What browsers can I use to access Hale?

Video Visits

• Direct Scheduling in Hale
• Integrated Scheduling in athenahealth
• Starting a Video Visit
• Tips for Great Video Visits
• Video Visit Troubleshooting

Secure Messaging

• Scheduling Messages
• Mayo Clinic Health Education
• Structured Questionnaires
• Internal Messages
• Sending Messages

Troubleshooting

• I can hear my patient, but I can't see them.
• How do I test my network connection?

Password Reset

• Password Reset (Smartphone)
• Password Reset (Web Browser)

Activating Your Account

• Patient Account Setup (Smartphone)
• Patient Account Setup (Web Browser)
• I need an access code. How do I get one?
• How do I get access Hale?
• The phone number associated with my account incorrect so I can't receive my access code.
• I'm trying to create an account but the app says "No Invitation Found."

FAQs

• How do I schedule a video visit?
• How do I join a video visit?
• Why do I need to put in my personal information to create an account?

Troubleshooting

• How can I allow access to my camera and microphone?
• I need to reset my password.