Start or Join a Session: Provider

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Join Session from the Agenda & Calendar

1. Click Schedule in the side navigation menu and go to the Agenda or Calendar.

   

2. Click the camera icon in the appointment window.

   Agenda

   Calendar

   NOTE: You can also join the session from the Edit Appointment window.

    

   

   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
    

3. Select desired Camera and Microphone from the dropdowns.
   • Enable Camera and Microphone for Browser if this is your first Session.

     NOTE: You can select a virtual background to display during the session. 

      

   • Enable Pop-ups for Browser if this is your first Session.
4. Click I'm Ready button.
    

   

   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
    

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Admit Client to Session

Once you have started or joined a Session you can admit Clients from the Waiting Room.

1. When the Client is in the Waiting Room, you'll hear an audible notification.
2. Click the Admit or Admit All button to admit your Client(s) into the Session.

   NOTE: The client's preferred name will display in the Telehealth session. Clients can only see their own name and the provider's name. They cannot see the names of other clients in the session.

    

   

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Manage your Session

Once in a session, there are a few actions you can perform:

From the Action Tray

At the bottom of your screen, you can Share your Screen, View all Attendees in the Session, Open the Chat and Leave or End the Session.

• Share Screen - You have the ability to share your screen with your Clients. 

   IMPORTANT:  Do NOT show anything that would violate HIPAA. We recommend you close out all other screens or apps before sharing your screen to ensure that you aren't sharing HIPAA information.

   

• View Attendees - Opens a side panel where you can see all Session Participants both those who are admitted and those who are still in the Waiting Room.
• Open Chat - Opens the Chat side panel. You can send a message to anyone who is in the Waiting Room.

  NOTE: For Group Sessions: The Waiting Room chat feature is visible to all participants. Anything entered in the waiting room chat will be visible to other Clients as well as other Providers on the session. 

   

• Leave Session - When the session is complete, click Leave Session to exit the Session.
• End Session - Click End Session to end the Session for all Participants.
   

From the 3 Dot Menu

You can access the 3 Dot Menu for yourself OR your Client. From here you can Enlarge or Shrink a video, Mute, Stop Video or Hide Self View.

• Enlarge or Shrink Video - This allows you to make one person's video primary and the other secondary. (You can also double click on the screen you want to make primary)
• Mute/Unmute - You can mute yourself or any Participant.
• Stop Video - Turns off the video for any Participant. 
• Hide Self View - Turns off your video for only you.

   NOTE:  If your client feels uncomfortable seeing both of you in this view, you can guide them to this setting so they see only your video.

   

• Set Audio & Video
• Fullscreen
  

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