Video Session
Join as a Provider
Use the steps below to join a remote session with a client.
1. After logging into your account, go to Appointments and go to the “Daysheet” tab.
2. Click the Date/Time of the upcoming appointment.
3. Click the “Join Session” button to be directed to the Video Call Waiting Room.
After clicking the Join Session button, the user will be directed to the Video Call Waiting Room screen.
1. User can see a camera preview of themselves.
2. User can see who has joined the call (NOTE: Anyone who is only in the Video Call Waiting Room will not appear, this lists the participants who have already pressed the Click to Join Call button)
3. Switch various cameras if there is more than one on or connected to the device the user is using.
4. Switch various speakers when using the Chrome browser. On other browsers, speaker will be set to the default
5. Switch various microphones if there is more than one on or connected to the device the user is using.
6. User can determine if their microphone is working. If the bars are sequentially lighting up in a green colour when they are speaking, or any other sound is being produced this means the microphone is functional and the permissions have been allowed. If there are only grey bars this indicates the microphone is not functional and the permissions may not have been allowed/blocked.
7. User can check if audio and video permissions have been allowed. If permissions have been denied the following screen will appear:
8. If permissions have been allowed the following screen will appear:
9. Join the session to interact with other participants by clicking this button.
10. Interact with the Adracare Support Team’s online live chat agents if technical support is required.
11. Open the Shared Documents window.
A. Press the Select Files button to select a file to upload from your computer.
B. Click the Upload button to send it to the other participants in the session. The recipient will be able to download the file during the session by clicking the paper clip button on their session interface.
C. Press Cancel to close the window to return to the session.
12. Use the support button to access:
A. Link to for the Adracare knowledge base
B. Link for contact information for the Adracare Support Team
C. Dial-In option information for the session
D. Switch to various cameras if the device has more than one
E. Switch to various microphones if the device has more than one
F. To complete a compatibility check for audio and video
13. Leave the call. This will prompt you to the following screen:
A. Write notes regarding the session in this field.
B. Leave Call – this action allows the user to leave the call, but does not mark the appointment as completed. This allows the user and other participants to re-join the session if needed.
C. Client No Show - if the client does not show up for the appointment
D. Complete Appointment – marks the appointment as completed and leave the call. The user and participants of the session will no longer be able to join the session.
14. User will know when the client joins a session as the circle will turn green once the client presses the Click to Join Call button.
15. Toggle to full screen mode. The messages and participants tabs will be collapsed to expand the video feed to the full length of the window.
16. Send and receive messages from the client. Also, a log is available here to indicate when a user has removed or added audio or video as well as when they have entered of left the session.
The following tabs are found in the right-hand side panel of the Video Call Waiting Room screen applies to providers with the Premium plan only.
Notes
- Start and stop the timer to keep track of the session if required for auditing or billing purposes.
- Start and end times are displayed.
- Choose a pre-made template to write session notes.
- View previous notes created for this client.
- Collapse or expand the formatting toolbar as needed.
- Write session notes and click the Create button to publish the session notes in the client’s cumulative client profile.
Profile
Access the client’s cumulative client profile during a video session with the client. The user can view any eforms, documents, medications, allergies and much more found within in the client’s profile.
Participants
1. Invite other providers, clients or guests while in the Video Call Waiting Room or once the session has started. Search for existing clients or providers or add the email of participant if they are not in the system yet.
2. This indicates how many participants are currently a part of a session and will notify what the maximum number of participants is for a session.
3. A list of providers in the session is given here. When other participants join a session the circle will turn green once a participant presses the Click to Join Call button.
4. A list of clients in the session is given here. When other participants join a session the circle will turn green once a participant presses the Click to Join Call button.
5. A list of guests in the session is given here. When other participants join a session the circle will turn green once a participant presses the Click to Join Call button.
Joined Session
The following are buttons available during a video session for a provider:
Mute / Unmute your Microphone
- Click the microphone button to mute or unmute the device’s microphone
Turn Off and On Your Camera
- Click the camera to turn off and on the device’s camera.
Share Attachments
1. Click the paper clip to open the Shared Documents window
2. Select a file from your computer
3. Click Upload
4. The provider will be able to download the file during the session. The paper clip also shows on their side.
Toggle Between Multiple Cameras (Switch between front and rear-facing cameras on mobile phones or multiple camera devices connected to a computer)
- Click the arrows in a circle to switch between the front-facing (selfie) to the back-facing cameras or if there are multiple camera devices on a computer.
Hold/Resume
- Click to place the session on hold. The camera and microphone will be turned off.
- When the session is on hold, the other participants in the session will have a screen which appears as follows:
- As the provider click the hold button again to resume the session.
Support
- Click the support button to be directed to the following screen where you can access:
A. Link to for the Adracare knowledge base
B. Link for contact information for the Adracare Support Team
C. Dial-In option information for the session
D. Switch to various cameras if the device has more than one
E. Switch to various microphones if the device has more than one
F. To complete a compatibility check for audio and video
Screen share
1. Click the “Share Screen” button to send share your screen(s) with patients.
2. Choose the most appropriate screen sharing option for the situation.
3. Select the screen, window, or tab.
4. Click the “Share Screen Button” again or the “Stop Sharing” to stop sharing the screen(s).
End Call
- When the call is done, click the “End Call” button to leave the room, which will prompt you to the following screen.
A. Write notes regarding the session in this field.
B. Leave Call – this action allows the user to leave the call, but does not mark the appointment as completed. This allows the user and other participants to re-join the session if needed.
C. Client No Show - if the patient does not show up for the appointment
D. Complete Appointment – marks the appointment as completed and leave the call. The user and participants of the session will no longer be able to join the session.
Login-less (System Default)
A client’s access link to the appointment will be sent in the appointment confirmation and reminder emails prior to the scheduled start time of the appointment.
1. Take note of the Video Session Access Code provided.
2. Click the “Join Appointment” link and the browser should open to the access code landing page.
3. Enter the Video Session Access Code.
4. Click the “Join Session” button to be directed to the Video Call Waiting Room.
Video Call Waiting Room
After entering the access code, the user will be directed to the “Video Call Waiting Room” page. On this page users are able to:
1. User can see a camera preview of themselves.
2. User can see who has joined the call (NOTE: Anyone who is only in the Video Call Waiting Room will not appear, this lists the participants who have already pressed the Click to Join Call button)
3. Switch various cameras if there is more than one on or connected to the device the user is using.
4. Switch various speakers when using the Chrome browser. On other browsers, speaker will be set to the default.
5. Switch various microphones if there is more than one on or connected to the device the user is using.
6. User can determine if their microphone is working. If the bars are sequentially lighting up in a green colour when they are speaking, or any other sound is being produced this means the microphone is functional and the permissions have been allowed. If there are only grey bars this indicates the microphone is not functional and the permissions may not have been allowed/blocked.
7. User can check if audio and video permissions have been allowed. If permissions have been denied the following screen will appear:
If permissions have been allowed you will the following screen will appear:
8. Join the session to interact with other participants by clicking the Click to Join Call button
9. Interact with the Adracare Support Team’s online live chat agents if technical support is required.
10. Open the Shared Documents window.
A. Press the Select Files button to select a file to upload from your computer.
B. Click the Upload button to send it to the other participants in the session. The recipient will be able to download the file during the session by clicking the paper clip button on their session interface.
C. Close the window to return to the session.
11. Use the support button to access:
A. Link to for the Adracare knowledge base
B. Link for contact information for the Adracare Support Team
C. Dial-In option information for the session
D. Switch to various cameras if the device has more than one
E. Switch to various microphones if the device has more than one
F. To complete a compatibility check for audio and video
12. Leave the call. This will prompt you to the following screen:
A. Write notes regarding the session in this field.
B. Leave Call – this action allows the user to leave the call, but does not mark the appointment as completed. This allows the user and other participants to re-join the session if needed.
C. Patient No Show - if the patient does not show up for the appointment
D. Complete Appointment – marks the appointment as completed and leave the call. The user and participants of the session will no longer be able to join the session.
13. User will know when the client joins a session as the circle will turn green once the client presses the Click to Join Call button.
14. Toggle to full screen mode. The messages and participants tabs will be collapsed to expand the video feed to the full length of the window.
15. Send and receive messages from the provider. Also, a log is available here to indicate when a user has removed or added audio or video as well as when they have entered of left the session.
Joined Session
The following are buttons available during a video session as a client or guest:
Mute / Unmute your Microphone
- Click the microphone button to mute or unmute the device’s microphone
Turn Off and On Your Camera
- Click the camera to turn off and on the device’s camera.
Share Attachments
1. Click the paper clip to open the Shared Documents window
2. Select a file from your computer
Click Upload
3. The provider will be able to download the file during the session. The paper clip also shows on their side.
Toggle Between Multiple Cameras (Switch between front and rear-facing cameras on mobile phones or multiple camera devices connected to a computer)
- Click the arrows in a circle to switch between the front-facing (selfie) to the back-facing cameras or if there are multiple camera devices on a computer.
Support
- Click the support button to be directed to the following screen where you can access:
A. Link to for the Adracare knowledge base
B. Link for contact information for the Adracare Support Team
C. Dial-In option information for the session
D. Switch to various cameras if your device has more than one
E. Switch to various microphones if your device has more than one
F. To complete a compatibility check for audio and video
Screen share
1. Click the “Share Screen” button to send share your screen(s) with clients.
2. Choose the most appropriate screen sharing option for the situation.
3. Select the screen, window, or tab.
4. Click the “Share Screen Button” again or the “Stop Sharing” to stop sharing the screen(s).
End Call
- When the call is done, click the “End Call” button to leave the room, which will prompt you to the following screen.
A. Write notes regarding the session in this field.
B. Leave Call – this action allows the user to leave the call, but does not mark the appointment as completed. This allows the user and other participants to re-join the session if needed.
C. Patient No Show - if the client does not show up for the appointment
D. Complete Appointment – marks the appointment as completed and leave the call. The user and participants of the session will no longer be able to join the session.
Login Required
1. After logging into your account, go to Appointments.
2. Click on the upcoming appointment.
3. Click the “Join Session” button to be directed to the virtual waiting room.
After clicking “Join Session”, the user will be directed to the “Video Call Waiting Room” page.
1. User can see a camera preview of themselves.
2. User can see who has joined the call (NOTE: Anyone who is only in the Video Call Waiting Room will not appear, this lists the participants who have already pressed the Click to Join Call button)
3. Switch various cameras if there is more than one on or connected to the device the user is using.
4. Switch various microphones if there is more than one on or connected to the device the user is using.
5. User can determine if their microphone is working. If the bars are sequentially lighting up in a green colour when they are speaking, or any other sound is being produced this means the microphone is functional and the permissions have been allowed. If there are only grey bars this indicates the microphone is not functional and the permissions may not have been allowed/blocked.
6. User can check if audio and video permissions have been allowed. If permissions have been denied the following screen will appear:
If permissions have been allowed you will the following screen will appear:
7. Join the session to interact with other participants by clicking the Click to Join Call button
8. Interact with the Adracare Support Team’s online live chat agents if technical support is required.
9. Open the Shared Documents window.
A. Press the Select Files button to select a file to upload from your computer.
B. Click the Upload button to send it to the other participants in the session. The recipient will be able to download the file during the session by clicking the paper clip button on their session interface.
C. Close the window to return to the session.
10. Use the support button to access:
- Link to for the Adracare knowledge base
- Link for contact information for the Adracare Support Team
- Dial-In option information for the session
- Switch to various cameras if the device has more than one
- Switch to various microphones if the device has more than one
- To complete a compatibility check for audio and video
11. Leave the call. This will prompt you to the following screen:
A. Write notes regarding the session in this field.
B. Leave Call – this action allows the user to leave the call, but does not mark the appointment as completed. This allows the user and other participants to re-join the session if needed.
C. Client No Show - if the client does not show up for the appointment
D. Complete Appointment – marks the appointment as completed and leave the call. The user and participants of the session will no longer be able to join the session.
12. User will know when the client joins a session as the circle will turn green once the client presses the Click to Join Call button.
13. Toggle to full screen mode. The messages and participants tabs will be collapsed to expand the video feed to the full length of the window.
14. Send and receive messages from the provider. Also, a log is available here to indicate when a user has removed or added audio or video as well as when they have entered of left the session.
Dial-In Option
Providers and patients can choose to call into an appointment. The dial-in access codes will be included in the appointment confirmation and reminder emails prior to the scheduled appointment.
- Call the toll-free number.
- When prompted, enter the Account Access Number and press “#”.
- When prompted, enter the Appointment Number and press “#”.
- When prompted, enter the Session Access Code and press “#”.
- You will then join the session with the provider.
Comments
0 comments
Please sign in to leave a comment.