Before you start
Telehealth has no care-area switch — it is always in the sidebar on Enterprise, and both recording and the in-call AI note taker are included in the plan. The patient needs an email address on their record for ClinikEHR to send the invite. Without one you can still create the room and send the link yourself.What you’re looking at
The dashboard is headed Telehealth — “Manage video consultations with your patients” — with New Call at the top right and four tabs:
Each row’s ⋯ menu offers Send Invite, Copy Link, Mark as No Show and Cancel.
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 by ClinikEHR: “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.
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, the participants, Notes, a connection quality indicator, Copy Link and Settings. Along the bottom sit mute, camera, Background 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 how many people are waiting, with Admit or Deny per person and Admit everyone. On a hospital clinic list that is what stops the next patient walking into the previous consultation.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 sees a persistent red REC pill for as long as it runs. Stop with Stop Recording? → Stop Recording. Finished recordings appear on Recordings.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 picker 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 is 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 AI Notes, where Save to Notes files one to a chart — choose the Patient and What to save. Read it before you save; it is a draft, not a record.Who can do this
Two behaviours worth knowing. Permission enforcement is opt-in per person: someone never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing”. And a denied action is recorded in the audit log while an allowed one is not — hiding Telehealth in Role Navigation is a convenience, not a security boundary.
A telehealth call needs a live connection throughout, so nothing on this page works offline. See Working offline for what does.
Check it worked
- The session has moved from Upcoming to Recent.
- A recording appears on Recordings a few minutes after the call ends.
- An AI draft is on AI Notes, and what you typed in the Notes panel is on the patient’s chart in Clinic Notes.
- What the patient sees at their end is described in Join a video visit.
Common issues
The invite email was not sent
The invite email was not sent
The patient has no email address on file. Add one to their record, then use ⋯ → Send Invite, or Copy Link and send it yourself.
The patient cannot get in
The patient cannot get in
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.
Nobody can see or hear me
Nobody can see or hear me
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 application using the camera, then rejoin.
The recording is not on the Recordings tab
The recording is not on the Recordings tab
A recording is assembled 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.
The patient never showed up
The patient never showed up
Use ⋯ → Mark as No Show so the session is closed honestly rather than left open on Upcoming.
The call keeps dropping
The call keeps dropping
The connection quality indicator in the top bar shows which end is struggling. Turn off background effects and screen sharing first — both are demanding — and ask the patient to move closer to their router.
FAQ
Does a telehealth session create a consultation?
Does a telehealth session create a consultation?
No. The room is separate from the outpatient queue. Document the visit in the in-call Notes panel or as a clinic note, or open the patient’s consultation alongside the call if they were triaged into your department.
Can more than one patient be in a call?
Can more than one patient be in a call?
Yes — the session types include Group Therapy, Team Meeting and Webinar. The Notes panel has a patient switcher so a group call produces one note per patient rather than one shared note.
Who can see a recording?
Who can see a recording?
Staff who can open Telehealth in your hospital. A recording is part of the patient’s clinical record, and opening one is logged like any other access.
Can I turn recording off for the whole hospital?
Can I turn recording off for the whole hospital?
Yes — recording is a per-room switch you set when scheduling, and it can also be prevented at the patient’s end through their portal settings. A room created with recording off has no record button.
Does the patient need an account?
Does the patient need an account?
No. They join from the link in their invite. A patient who also uses the portal can join from there instead — see Join a video visit.