How to Start a Telehealth Visit for a Care Recipient

When a patient has one or more caregivers linked to their profile, clinicians can start a telehealth call and choose which caregiver to invite — without leaving the care recipient’s chart.

Steps

1. Open the patient chart

      Navigate to the patient’s chart and click the Start video call button at the bottom left.

2. Initiate Telehealth

   When starting the telehealth visit, a dialog will appear asking you to select the caregiver who should be notified.

   • Only caregivers with an email or mobile number will appear in the list.
   • If no caregiver has an email or mobile number, the dialog shows no list and the link goes to the care recipient. If the care recipient has no email or mobile number either, you’ll see Link not sent. Copy the visit link from the call window and share it another way.

3. Confirm the selection

   Review the caregiver’s name and relationship with the care recipient (e.g., John Doe • father, Chris Doe • mother), then click Confirm to start the call.

   • The call opens in a new browser window. Check your camera and microphone, then click Join call.
   • The caregiver gets the link by email and SMS, whichever they have on file, and opens the visit in their browser, with no app or account.
   • The call begins using the caregiver’s information but remains linked to the care recipient’s chart.
   • You don’t need to navigate away from the patient’s page.
   • Starting the call again for the same caregiver within 3 hours of the first start sends them the same link. Selecting a different caregiver starts a separate visit. While you’re in a call with someone, the dialog shows Video Call In Progress and won’t start another call.
   • To add a second caregiver to the same call, click Copy visit link in the call window and send it to them. They enter their name and ask to join, and you click Admit.
   • If the care recipient has a telehealth appointment with you that starts within 30 minutes, is under way, or ended less than 2 hours ago, the call opens that appointment’s visit, and the link goes to the person invited to it, whichever caregiver you select.

Important

If you use Scribe during a call with a caregiver, the note is saved to the care recipient's chart.