Running a Telehealth Session (Doctor Side)

Before the call

When you open a telehealth session before the patient has joined, you'll see a Waiting for patient... screen showing the room ID. Use the Copy patient invite link button to grab a link you can send by text, email, or your own message to the patient.

The Waiting for patient screen, showing the room ID and the Copy patient invite link button before the patient has joined the call.

The call header

Once the patient joins, the header across the top of the call gives you an at-a-glance status of the session.

• Live call timer — shows how long the session has been running.
• Patient name chip — confirms who you're in session with.
• Connection-quality bars — a quick signal-strength indicator for the call.
• A "Transcribing" badge appears whenever live transcription is turned on.
• A "Screen sharing" badge appears while you're sharing your screen.
• Settings (gear) button — adjust call settings mid-session.
• End (red phone) button — ends the call.

The telehealth call header showing the live timer, patient name chip, connection-quality bars, an active Transcribing badge, and the gear and red End buttons on the right.

The left sidebar: Patient, Files, and Forms

The sidebar has three tabs that stay available throughout the call.

Patient tab

• A clinical snapshot of the patient — vitals, allergies, conditions, and medications — visible at a glance without leaving the call.
• A free-text session-note textarea, so you can jot notes as you talk instead of trying to remember everything afterward.

Files tab

Lists every file exchanged during the session, from either side, so you have a running record without hunting through the chat.

Forms tab

Lists every form template you've sent during the call, each showing a completed or pending status. Click View response on a completed form to see what the patient submitted, without leaving the call.

The left sidebar with the Patient tab active, showing vitals, allergies, conditions, and medications above a session-note textarea; the Files and Forms tabs are visible along the top of the sidebar.

The controls bar

The controls bar sits at the bottom of the call and holds everything you need during a session.

• Mic and Camera toggles — mute or unmute, turn your camera on or off.
• Share screen — opens your operating system's native picker so you choose a window, tab, or full screen. Sharing stops automatically if you close the shared window or tab.
• Annotate / Sketch mode — opens a dedicated full-screen drawing stage (see below).
• Transcribe session — starts or stops live browser speech-to-text, shown in a bottom strip that can be hidden.
• Video quality dropdown — choose HD, SD, Low, or Audio only.
• Chat toggle — show or hide the chat panel.

Sketch mode

Sketch mode opens a dedicated full-screen drawing stage with its own toolbar, useful for pointing something out visually — a mole to watch, an area of pain, where a bandage should go.

Sketch mode's full-screen drawing stage with a chest body-part outline template loaded, the 9-swatch color picker and Pencil/Bold/Marker/Eraser tool picker along the top, and Clear and Exit sketch buttons.

Sending forms during the call

A Form dropdown in the chat header lists your clinic's form templates. Click one to send it into the patient's chat as an inline fillable form or a link, depending on the form. Track its status from the Forms tab in the sidebar.

Chat and file sharing

• The chat panel shows an unread badge when there are new messages, and an "is typing..." indicator when the patient is composing a reply.
• Use the attach button in chat to share a file directly with the patient.
• Your own video thumbnail (picture-in-picture) can be dragged anywhere within the video stage, so it never blocks what you're looking at.

Connection changes during a call

Ending the call

Common questions