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Video Sessions

Conduct HIPAA-compliant video sessions directly in the browser — no downloads for you or your client.

Starting a Video Session​

  1. Schedule the appointment with a virtual/telehealth location (see Calendar Overview)
  2. At session time, open the appointment on your calendar and click the teal video icon (Video Session) — it appears only on virtual-location appointments
  3. You land on the Pre-call Check first: camera preview, mic level, device pickers, and an optional background blur. Click Join Session when everything looks right; your client joins from their client portal appointment ("Join Session" on their side too)

The Waiting Room​

Clients don't drop straight into your room. When your client arrives you'll see "[Client name] is in the waiting room" with an Admit to Session button — nobody joins until you let them in. The Last Note button (on the pre-call screen and in the session, whenever the client has a prior note) opens Session Prep — refresh yourself before admitting them.

For minor clients, a parent/guardian with portal access can join, with your confirmation at admit time.

During the Session​

Your in-call controls: mute, camera on/off, background blur, screen share, the Notes recording toggle, a session timer, and End Call. (There's no in-call text chat — use secure messages for anything written.)

  • Session recording for AI notes — the Start Notes toggle transcribes the call and drafts your progress note through the same pipeline as in-person recording. No special audio setup is needed here — the call's audio is captured directly. (The separate "Telehealth with Headphones" mode exists for recording external video calls from the Live Session page.)
  • Ending: End Call wraps up any in-progress note processing and frees the room; you'll see "Session Ended" with a Return to Calendar button.

Clients can only join their own appointment, near its start time — you can join early to set up.

Technical Requirements​

  • A modern browser (Chrome, Firefox, Safari, or Edge)
  • A working microphone and camera
  • A stable internet connection
tip

For the best experience, use Chrome and close unnecessary tabs. If video quality drops, turning your own camera off temporarily frees bandwidth for the client's stream.