How to Start a Telehealth Visit

Use the waiting rooms workflow to start a Telehealth visit

Rooms Tab

To begin, click on the Telehealth tab in the left margin
Select the ‘Rooms’ tab (pictured below), and then ensure that the proper Waiting Room is selected in the drop down (pictured below).
- It is recommended that each provider have their own Waiting Room.

Depending on the individual patient settings, your patients will receive an SMS notification and/or an email notification about their upcoming appointments. These notifications include a link for the patient inviting them to check in.
Once the patient has successfully checked in, the provider and any users that were added as members to this Waiting Room will receive:
- A push notification at the top of their screen (pictured below)
- A sound will play if you are on the Telehealth tab within DocsInk
- An Email and/or SMS notification (depending on your Waiting Room settings)
- The patient name will be listed under the room they checked into
Once the patient has checked into the Waiting Room that you are viewing, you will be able to see that patient in the list (pictured below).

Search & Filter

If you have access to multiple Waiting Rooms, you can filter rooms by clicking the ‘Search & Filter’ button and updating the ‘Room filter’ box.
- Important: Patients will only appear for the Waiting Room that you are currently viewing.

Verify a Patient

Once you are notified the patient has checked in, click ‘Verify’ under Status
Once verified the patient information will auto populate showing possible matches to current patients in your system
If the patient is a match, choose ‘Link and Verify Patient’ under the Possible Matches option (pictured below)
In the unlikely event that you are getting ready to have a session with a patient who is not already in the system, you can select ‘Create and Verify Patient.’ (pictured below)

Starting a Session

Once the patient has checked-in and is verified – Click the 'Start Session’ button beside the patient name to begin your telehealth call (pictured below).
A new window with the telehealth video screen will automatically open requesting you to select your call preferences and to 'Join Now' (pictured below)

Admit or Do Not Admit

Once you click ‘Join Now,’ patients and guests that have checked in to join the session will appear with the option to either ‘Admit’ or ‘Do Not Admit’ (pictured below).

Select ‘Admit’ for patients and guests intended to join the session.
If you select ‘Do Not Admit,’ you may first enter a direct message to the patient or guest.
You can view all of the users and patients in the call by clicking the Show Everyone button in the bottom right corner.

*If you follow these steps and still experience issues, please restart your device

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