A video visit has the tools an in-person one lacks a reason for: screen share, a form pushed into the chat, consent recorded on the spot, a sketch the patient watches you draw. Here's the practitioner's side from joining to hanging up.
Join
On the day, select Join call on the appointment, from the calendar or its Today panel, or the join button on the dashboard. Your browser asks for the camera and microphone the first time; allow both. If the camera can't be used you join anyway: Camera unavailable — joining audio-only. The patient's video appears when they arrive, with Patient joined the session; until then you can prepare notes. Patient invite link copied on the invite button gives you the link to paste into a chat or email if the patient can't find theirs.
During the call
| Tool | What it does |
|---|---|
| Camera, Microphone, Speaker | Switch devices mid-call; Device settings applied confirms. |
| Video quality | HD, SD, Low or Audio. ClinyPal lowers quality by itself on a poor connection and steps it back up; pick Audio yourself when the patient's connection keeps dropping. |
| Share screen | Show a result, an exercise video or a letter. Screen share canceled if the browser prompt is dismissed. |
| Annotate | Draw on a shared sketch that both sides see, for example to show where to apply heat. |
| Send a form | Push one of the patient form templates marked Show inline in telehealth chat; the patient fills it in the chat and you see Form submitted by patient with View response. |
| Send file | Up to 1 MB each way; the patient can send photos or a DICOM image, which opens in the viewer. Files are kept for 7 days. |
| Record consent | Confirm verbally, then type the patient's name; the consent is recorded on their record as Recorded during a telehealth call. |
| Chat and notes | Messages with the patient, and Type notes… for your own running notes. |
End the call
Select End, then End call; it ends the session for you and the patient at once, and both of you see Session complete. Whatever you typed under Session note is saved with the session, which is what Your notes have been saved means, but it doesn't become a treatment note. Write the visit up in the patient's Notes section as you would after any appointment, while it's fresh.
The chat, files and forms from the call are kept with the appointment under View telehealth chat on the patient's record.