Start a video visit
Open a booked appointment as a video visit, send the client their link and join the call.
- Who can do this
- Staff with access to Schedule and Connect; a clinical provider confirms where the client is
- Where in Oben
/connect/consults- Needs
- Video visits turned on for your clinic
If your clinic has Video visits turned on, you can run a booked appointment as a video call.
Steps
- Open Schedule and click the booked appointment.
- Under Consult, select Start virtual consult. The visit page opens. If a visit already exists for that appointment, you land on it.
- If the client does not have their link, select Send visit link. It goes by text or email. If automatic messages are off, copy the link and share it another way.
- When the client says where they are today, a clinical provider checks it and selects Confirm.
- Select Start visit to join the call. If you leave, select Rejoin visit.
- When you are done, select Complete visit.
You can also find visits from Connect under Visits, in Upcoming & live.
Good to know
- The client taps Join my visit in their link, from an hour before the visit. They confirm a one-time code instead if the link was already used, it is outside the visit time, their device has no camera, or the clinic chose Always ask for a code in Settings → Video visits. Then they test their camera and microphone. Confirm who they are and where they are on camera before you start.
- Only clients in your clinic's licensed states can join. Set these in Settings → Video visits → Licensed states.
- If you see "Video visits are turned off for this clinic", select Set up to turn them on. If you see "Live video isn't switched on yet", the clinic cannot turn it on in Settings yet.
- For a visit type marked for controlled substances, Complete visit works only after you and the client have had one full minute of two-way audio and video.
- The call keeps going if you open another page. A small window shows it, with Back to visit. Signing out ends the call.
- Start in-person consult opens the same visit page for a visit at the clinic.