Starting the call

Open the telehealth appointment when it's time, and the video call starts. The patient joins from their own invitation link, no account or app required on their side.

The doctor's telehealth call view with the patient's video feed and call controls.
The telehealth call screen with video and controls.

During the call

Mute your microphone or turn your camera off as needed, and share your screen if you want to show the patient something — a diagram, a document, a result. A clear badge shows whenever screen sharing is active, for both of you.

The telehealth call with screen sharing active and a status badge visible.
Sharing your screen during a telehealth call.

Draw on the screen to point something out

Choose Annotate to sketch directly over the call — circling something on a shared image, pointing to an area on a body chart, marking where it hurts. The patient sees your marks appear in real time, so you can talk them through exactly what you mean.

A live annotation drawn over the shared telehealth screen, visible to the patient.
Drawing an annotation live during the call.

Send a form or a file

From the side panel, send the patient a form to fill in right there in the call, or share a file, without ending the session or switching to email.

The telehealth side panel with Files and Forms available to send during the call.
Sending a form to the patient during the call.

Let AI draft your visit summary

A live transcript runs in the background as you talk, and ClinyPal uses it to draft a structured summary — chief complaint, findings, plan, and follow-up — ready for you to review once the call ends.

The live transcript panel shown alongside the video call.
The live transcript panel during a telehealth call.
Always review before saving The drafted summary is a starting point, not a finished clinical note. Read it against what actually happened, correct anything off, and save it as the patient's treatment note yourself.

Ending the call

End the call when you're finished. You'll land on a summary of the session, ready to review and turn into a treatment note.

Was this article helpful?
Your feedback helps us improve our documentation.
Rate this article: