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Getting Started with Telehealth
Getting Started with Telehealth
Updated over 2 weeks ago

In this article, we will show you how to set up a Telehealth Video call location, the tools and capabilities this feature holds, and how easy it is to set up and appointment through this feature.

This article focuses on Carepatron telehealth tool. To add other tools such as Google Meet or Microsoft Teams, please read how to Add office or virtual locations.


Adding Carepatron Telehealth Virtual Location

If the Carepatron Virtual Location is not showing up automatically in your workspace locations, you can add the option by following these steps:

  1. Navigate to the Workspace Settings page.

  2. Navigate to the Details tab

  3. Select either + New Location or Edit

  4. Select Telehealth Video Call in Location type

  5. Provide a Display name for this location

  6. Click Save when done.

Note: You can leave the Link field blank when creating a Telehealth Video Call location.


Scheduling a Telehealth Video call

  1. Go to Calendar > + New > Appointment

  2. Fill out the information as needed

  3. In Appointment Details, select Add video or voice call and make sure to choose Carepatron: Video Conferencing

  4. Click Create when done


Starting a Carepatron Telehealth Virtual Call

Your Carepatron Virtual Location is set up, and you have scheduled a Telehealth Virtual Call with one of your clients, now it's time to learn how to start the call and what the Telehealth feature has to offer for your call.

  1. Go to the scheduled Appointment and select Start Video Call

  2. Direct your attention to the microphone settings, camera settings, general settings, and available virtual background effects. You can modify these at any point during your call

  3. The meeting link can be copied and shared with as many people as necessary

  4. Click Join Meeting to begin the call

  5. Once in the call, you can monitor the attendees, as well as send messages through the call's chat option

  6. You can minimize the call window by clicking on the option Minimize, you can also use Share your screen to show clients any document or information. These and all other call actions can be found at the bottom of the screen

  7. After wrapping up, click End Call to close the Telehealth Video Call

As a host, you can:

  • Mute/Unmute:

    • Hover over an attendee's video tile to mute/unmute them.

    • Use the Attendee List panel to access the mute/unmute option.

  • Remove an Attendee:

    • Hover over their video tile or use the Attendee List panel to select Remove from call.


Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

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