> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Run a video consultation

> Schedule a telehealth room, invite the patient, host the call, and record or write up the session afterwards.

export const AuditNote = ({action = 'This action'}) => <div className="ck-callout ck-callout--info" role="note">
    <p className="ck-callout__body">
      {action} is written to your workspace's audit log with your name, the
      record touched and the time — a HIPAA requirement, and one you can review
      yourself under <strong>Audit Log</strong>. See{' '}
      <a href="/platform/security/audit-log">Audit log</a>.
    </p>
  </div>;

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Enterprise — recording and the in-call AI note taker are both included" roles="Any clinician" note="No care area needed — Telehealth is always in the Enterprise sidebar" />

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 — useful for follow-ups, results conversations and specialist reviews that do not need the patient in the building.

<Path steps={['Sidebar', 'Outpatient', 'Telehealth']} />

<TaskHeader before="A patient with an email address on file, if you want ClinikEHR to send the invite" time="2 minutes to schedule; the call takes as long as it takes" after="A completed session, with a recording and an AI-drafted note if you asked for them" />

## 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:

| Tab            | What it holds                                          |
| -------------- | ------------------------------------------------------ |
| **Upcoming**   | Rooms scheduled but not yet held                       |
| **Recent**     | Sessions that have finished                            |
| **Recordings** | Finished recordings, once they have been assembled     |
| **AI Notes**   | Drafts the AI note taker produced, waiting to be filed |

Each row's **⋯** menu offers **Send Invite**, **Copy Link**, **Mark as No Show** and **Cancel**.

## Schedule a room

<Steps>
  <Step title="Open the scheduler">
    Select **New Call** to open **Schedule Telehealth Call**.
  </Step>

  <Step title="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."
  </Step>

  <Step title="Set the time and type">
    Pick the **Date**, the time and a **Duration**, then the session type — Consultation, Group Therapy, Team Meeting or Webinar.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Create it">
    Select **Create Room**. You will see "Telehealth Room Created — Invite email sent to patient", and the session appears under **Upcoming**.
  </Step>
</Steps>

## 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**.

<Warning>
  **Get consent before you start recording, and get it on the record.** A telehealth recording captures every participant's video and audio and becomes 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.
</Warning>

## 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

| Action                                   | Who by default                                 | Governed by                                                           |
| ---------------------------------------- | ---------------------------------------------- | --------------------------------------------------------------------- |
| Open **Telehealth** and schedule a room  | Any clinician the Outpatient group is shown to | Role Navigation                                                       |
| Host a call, admit from the waiting room | The clinician the room belongs to              | Room host                                                             |
| Start and stop recording                 | The host                                       | Room settings — recording must be enabled on the room                 |
| File an AI draft to a patient's chart    | Clinicians                                     | The same rules as writing a [clinic note](/hospital/outpatient/notes) |
| Cancel a session or mark a no-show       | Anyone who can open the module                 | Role                                                                  |

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](/hospital/settings/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](/platform/apps/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](/hospital/outpatient/notes).
* What the patient sees at their end is described in [Join a video visit](/portal/patients/telehealth).

<AuditNote action="Opening a telehealth session" />

## Common issues

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="The patient never showed up">
    Use **⋯** → **Mark as No Show** so the session is closed honestly rather than left open on **Upcoming**.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="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](/hospital/outpatient/notes), or open the patient's [consultation](/hospital/outpatient/consultation) alongside the call if they were triaged into your department.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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](/portal/patients/telehealth).
  </Accordion>
</AccordionGroup>

<StillStuck topic="a video consultation" />