• Start in the Telehealth tab located in the left margin of your DocsInk screen

  • Next, click 'Add an Appointment' in the upper right view of the screen

  • If your patient has not yet been created, create patient by clicking 'Create Patient' next to the 'Add an Appointment' button

  • Create your appointment by filling out the appointment information form and click 'Create'

  • Once the appointment has been created you will see your list of appointments for that selected day

  • At the time of appointment you can click the 'Start Session' button next to the patient name

  • Now you have the option to send the Telehealth Invitation to the patient's email address or with our Premium Productivity accounts - send to the patient's mobile phone number through SMS text

  • To send via SMS Message you will first need to Provision a Phone Number

  • Once the invitation has been sent a new window will open displaying your video call with your patient

  • Make sure you and your patient have Allowed Access to both Camera and Microphone to be able to see and hear each other

  • To make your patient the main view click on their picture to make them full screen

  • If you are a provider, once your telehealth session is complete you can immediately submit a charge by selecting the actions icon and choosing 'Charge' from the Action drop-down options

  • This will access our Charge Capture platform

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