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A telehealth session runs in the browser. You schedule a room, the patient gets a link by email, and you host the call from ClinikEHR with your notes open beside it.
The dashboard — “Manage video consultations with your patients” — has four tabs: Upcoming, Recent, Recordings and AI Notes.

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Schedule a room

1

Open the scheduler

Select New Call to open Schedule Telehealth Call.
2

Choose the patient

Use Select Patient (“Search patients…”) or New Patient if they are not registered yet.Someone with no email address cannot be invited: “This patient doesn’t have an email address. Please add one to send the invite, or disable ‘Send Invite Email’ below.”
3

Set the time and type

Pick the Date, the time and a Duration, then the session type — Consultation, Group Therapy, Team Meeting or Webinar.
4

Choose what the room can do

Toggle Waiting Room, Recording, Screen Sharing, Chat and Send Invite Email, and add Room Notes if the room needs context.The right-hand rail summarises what you have set up under Patient Information, Session Summary and Enabled Features — read it before you commit.
5

Create it

Select Create Room. You will see “Telehealth Room Created — Invite email sent to patient”, and the session appears under Upcoming.
Each row’s ⋯ menu offers Send Invite, Copy Link, Mark as No Show and Cancel.

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Host the call

Select Join on the session. The pre-join screen shows the Room Code and your Host Profile, with camera and microphone toggles (it says Camera is off when yours is), background effects and device Settings. When you are happy, select Join Meeting Now. Inside the call the top bar carries the room code, a REC indicator when recording, participant avatars, Notes, a connection quality indicator, Copy Link and Settings. The control bar along the bottom has mute, camera, Background effects (“Effects”), Screen Share, noise suppression, reactions, Chat & Participants (“Write a message…”) and End for the host — Leave for everyone else. If the room has a waiting room you are told “N people are waiting to join”, with Admit or Deny per person and Admit everyone.

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Record the session

Select the record button to open Start Recording?. It tells you exactly what is captured: “Records BOTH sides of the call — every participant’s video and audio, plus any shared screen, composited into one file. All participants will be notified…” and “Important: Ensure you have consent from all participants before recording.” Confirm with Start Recording. Everyone in the call sees a persistent red REC pill for as long as it runs. Stop with Stop Recording? → Stop Recording. Finished recordings are on the Recordings tab.
Get consent before you start recording, and get it on the record. A telehealth recording captures every participant’s video and audio and is part of the patient’s clinical record. Say what you are recording and why, ask, and wait for the answer — then start. If anyone objects, do not record.

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Write the note

Two ways, and you can use both. The Notes panel is host-only and opens beside the call. It has a template combobox — Medical clerkship by default — and saves continuously as you type. A patient switcher at the top means a group call produces one note per patient; until you pick someone it reads “No client linked yet”. The AI Note Taker can be switched on in the Start Recording sheet, along with a Note template. After you stop, “AI will automatically generate your session notes.” Drafts land on the AI Notes tab, where Save to Notes files one to a chart — choose the Patient and What to save. Read it before you save; see Generate a note with AI.

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Check it worked

The session moves from Upcoming to Recent. A recording appears on Recordings, an AI draft on AI Notes, and anything you typed in the Notes panel is on the patient’s chart in Notes. What the patient sees at their end is described in Join a video visit.

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If something goes wrong

Telehealth Consultations and Session Recordings need the Starter plan or above; the in-call AI Note Taker says “AI Note Taker is available on the Team and Enterprise plans.” See Change your plan.
The patient has no email address on file. Add one to their chart, then use ⋯ → Send Invite on the session, or Copy Link and send it yourself.
Join links are personal and short-lived, so an old email will not work. Resend with Send Invite. If the room has a waiting room, they are waiting for you to Admit them.
Use ⋯ → Mark as No Show so the session is closed honestly rather than left open.
Check the camera and microphone toggles on the pre-join screen and in Settings — the pre-join screen says Camera is off when it is. Close any other app using the camera, then rejoin.
A recording is composited after the call ends, so give it a few minutes. Check the REC pill was showing during the call — if it never appeared, recording never started.