How to: Place a Telehealth Video Call

In this article, we'll walk through:

Ways your care team can initiate a telehealth video call to a patient
Requirements for patients to be able to participate in telehealth calls with your care team

After reading this article, you will:

Understand where to find the telehealth video calling feature in Welkin
Understand how to initiate a telehealth video call to a patient
Understand what your patients need to do in order to participate in telehealth calls

Where can I find the telehealth video calling feature in Welkin?

Video calls can be initiated in two ways:

The Action Bar located in the upper right hand corner of the Patient Profile. Important Note: The Video Calling action may be shown as a primary action, or in the menu at the right of the action bar with other secondary actions.
An Appointment Prompt that has a blue action button and a name or description that references video. This button text is configured by your program director in Workshop.

After navigating to the video option in the ‘Action Bar’ or ‘Appointment Prompt’, you will see a ‘Start Video Call’ button and a ‘Test’ button.

If you want to test your video and audio, select ‘Test’ >> ‘Start/Stop’. After you are finished testing, select ‘Close’.

When you select ‘Start Video Call’, an invitation and instructions will be sent to the patient through any text-based channels that they have consented to receive messages.
To begin your video, select ‘Start Video’ in the lower left corner of the video pop-up.
To enable audio, select ‘Join Audio’ in the lower left corner of the video pop-up. You can either follow the ‘Phone Call’ instructions to dial in through your phone or select ‘Join Audio by Computer’ to use your computer’s audio input and output.
If you need to view information in the patient profile, you can minimize the video window at any time. There will be a ‘Video’ bar that you can click on in the lower left corner of your screen to re-open the video call.
To end the call, select ‘Leave Meeting’ in the lower right hand corner.

Patients must have the Zoom app downloaded on their device in order to join the video call.
The patient will receive a text-based notification of the telehealth call event.
The patient should click on the URL provided in this text-based notification and follow instructions to complete this one-time download.

Here are some additional resources: