Providers and Clinical Teams

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?