How to Create a Televisit Appointment

  • 15/12/2021

  • The Helium Team

Important: To start making video calls, you need to first grant access to your webcam and microphone. You only have to do this once.

Here’s a 2-minute video on how to start having Televisit calls with your patients.

To start a televisit, the frontdesk or doctor needs to book a televist appointment for the patient. For new patients, a file has to be created first before an appointment can be booked.

The purpose of the appointment scheduling is to remind the patients and also to add the appointment to the doctor’s calendar.

  1. Log in to the EMR (
  2. Go to “Appointments
  3. At the top click “Setup New Appointment
  4. Choose the Patient from the “Select Patient” field
  5. Choose the Doctor from the “Select a Doctor” field
  6. Pick a date from the “Date” field
  7. Pick a “Start Time” and “End Time” from their respective fields
  8. Make sure “Televisit” is picked as the “Visit Reason”
  9. Click “Add

When the front desk or doctor clicks on “Add” an email/sms is sent to the patient containing details about the visit. 

Starting TeleVisit

Appointments must be created first before the “Start TeleVisit” button becomes available on the Patient File.

  1. Log in to the EMR (
  2. Go to “Patient File
  3. At the top click “Start TeleVisit” button, and click “Proceed” to confirm you are ready to start the TeleVisit
  4. TeleVisit video is launched at the bottom left corner of the screen, while the doctor awaits the
  5. Patient to join the call
  6. Click “Allow” above to grant the EMR microphone & camera access
  7. TeleVisit video is started when the patient joins the call.
  8. Click the “Message icon” to send a message to the patient
  9. Click the “Exit icon” to end the call.

When the doctor clicks on the “Start TeleVisit” button in step 3, a confirmation dialog box is presented and the doctor is required to click “Proceed” to confirm he/she is ready to start the TeleVisit.

After confirmation, an email/sms is sent to the patient containing a link to join the call. 

Note: You can also watch a video tutorial on setting up a TeleVisit appointment here, and if you have any questions or concerns, please don’t hesitate to contact support@heliumhealth.