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User manual

Telemedicine

A patient books a consultation and pays upfront, gets the video link at the appointment time, and leaves with an e-prescription and a report from the clinic itself.

A consultation with a set time, upfront payment and a link that arrives on time, a PDF prescription and a full patient file, and a follow-up chat after the consultation. Try it free with your clinic.

18 tasks

What the system does

  • Consultation types and doctors
  • Public booking page for the patient
  • Recorded consent
  • Upfront payment with no payment gateway
  • A room on a video service you can choose
  • Examination and prescription in the patient's file
  • Summary and e-prescription
  • Follow-up

Works with

This system needs the following and switches them on with it:

Tasks

How do I book a new telemedicine consultation for a patient?

  1. Go to the Telemedicine consultations menu.
  2. Click the Book new consultation button to open the booking window.
  3. Select the patient, consultation type (Video, Audio, Chat), doctor, and designated date and time.
  4. Enter the patient's initial chief complaint, then click Save.
Screen
Telemedicine › Consultations
Permission needed
Telemedicine — appointments and list / Add

How does the doctor enter the virtual consultation room?

  1. In the Telemedicine consultations table, find the consultation scheduled at its appointed time.
  2. Click the Enter consultation room button.
  3. The fully encrypted WebRTC virtual video room opens, displaying the patient's electronic medical record and medical history alongside the video feed.
Screen
Telemedicine › Consultations
Permission needed
Telemedicine — medical content and room (clinical) / Join room and log session

How do the doctor and patient chat and share attachments during the session?

  1. Inside the Consultation room page.
  2. Click the Instant chat icon.
  3. The doctor and patient can exchange direct instant text messages and upload secure lab results and medical reports during the call.
Screen
Telemedicine › Consultations
Permission needed
Telemedicine — medical content and room (clinical) / Reply in follow-up chat

How does the doctor document clinical notes and diagnoses during the consultation?

  1. Inside the Consultation room page on the side panel.
  2. Enter preliminary diagnosis (ICD-10), treatment plan, follow-up advice, and electronic prescription.
  3. Click Save clinical notes.
Screen
Telemedicine › Consultations
Permission needed
Telemedicine — medical content and room (clinical) / Edit

How does the doctor approve and digitally sign the consultation medical report?

  1. On the Consultation room page after ending the call.
  2. Review the medical report and issued prescription.
  3. Click the Sign and approve consultation button.
  4. The session is closed, the report is encrypted, and dispatched electronically to the patient's file and mobile app.
Screen
Telemedicine › Consultations
Permission needed
Telemedicine — medical content and room (clinical) / Sign note and end consultation

How does the doctor add an addendum after report approval?

  1. In the Telemedicine consultations table, select the completed consultation.
  2. Click the Add medical addendum option.
  3. Write supplementary observations resulting from post-session lab reviews, documenting the amendment timestamp without altering the original report text.
Screen
Telemedicine › Consultations
Permission needed
Telemedicine — medical content and room (clinical) / Add addendum to note

How do I resend the session link to the patient via SMS?

  1. In the Telemedicine consultations list, locate the patient's upcoming appointment.
  2. Click the actions button and select Link resent.
  3. The system dispatches an instant SMS and WhatsApp message containing the secure direct entry link to the consultation room.
Screen
Telemedicine › Consultations
Permission needed
Telemedicine — appointments and list / Resend link

How do I reschedule a telemedicine appointment?

  1. In the Telemedicine consultations table, select the appointment to postpone.
  2. Click the actions button and select Rescheduled.
  3. Select the new available slot and approve the change to notify both doctor and patient automatically.
Screen
Telemedicine › Consultations
Permission needed
Telemedicine — appointments and list / Reschedule

How do I record a patient or doctor no-show?

  1. In the Telemedicine consultations list, after 15 minutes have elapsed without the attendee joining.
  2. Click the actions button and select Record no-show.
  3. The session is closed and approved booking fee policies are applied.
Screen
Telemedicine › Consultations
Permission needed
Telemedicine — appointments and list / Record no-show

How do I cancel a telemedicine consultation appointment?

  1. In the Telemedicine consultations list, select the relevant appointment.
  2. Click the actions button and select Cancel consultation.
  3. Enter cancellation reason to notify both parties and process fee refunds if applicable.
Screen
Telemedicine › Consultations
Permission needed
Telemedicine — appointments and list / Cancel consultation

How do I confirm consultation fee payment?

  1. In the Telemedicine consultations table, select the consultation in "Awaiting payment" status.
  2. Click the actions button and select Confirm payment.
  3. The session link is activated and access code sent to the patient upon verifying wire transfer or online payment.
Screen
Telemedicine › Consultations
Permission needed
Telemedicine — payment and refunds / Confirm payment received

How do I refund consultation fees to a patient when a session cannot take place?

  1. In the Telemedicine consultations list, select the canceled consultation.
  2. Click the Refund amount action.
  3. The funds are refunded to the patient's bank card or account, and a refund credit note is issued.
Screen
Telemedicine › Consultations
Permission needed
Telemedicine — payment and refunds / Record refund

How do I add a licensed telemedicine physician?

  1. Go to the Telemedicine doctors menu.
  2. Click the Add consultation doctor button to open the registration window.
  3. Select the doctor, telemedicine practice license, specialty, online availability schedule, and session duration in minutes.
  4. Click Save.
Screen
Telemedicine › Consulting Doctors
Permission needed
Telemedicine — doctors and their hours / Add

How do I define a telemedicine consultation type and pricing?

  1. Navigate to the Telemedicine consultation types menu.
  2. Click the Add consultation type button to open the definition window.
  3. Enter type title (e.g., Urgent 15-min Consultation, Psychiatric 45-min Consultation, Lab Results Follow-up), service price, and min/max duration.
  4. Click Save.
Screen
Telemedicine › Consultation Types
Permission needed
Telemedicine — consultation types and prices / Add

How do I review medical record access audit logs?

  1. Go to the Security access audit log menu.
  2. Review the comprehensive log documenting every open, view, or download action on a patient's medical file during consultations, including timestamp, IP address, and user identity to safeguard patient confidentiality.
Screen
Telemedicine › Access Log
Permission needed
Telemedicine — access log / View

How do I generate telemedicine consultation and revenue reports?

  1. Open the Telemedicine reports page.
  2. Select the desired report (completed consultations volume, average session duration, doctor and telemedicine revenue report).
  3. Click View report or Export to Excel/PDF.
Screen
Telemedicine › Reports
Permission needed
Telemedicine — reports / View

How do I access detailed financial revenue reports?

  • Reviewing revenue reports and analyzing doctors' revenue shares and net platform earnings requires a dedicated telemedicine revenue report permission.
Screen
Telemedicine › Reports
Permission needed
Telemedicine — reports / Show revenue in reports

How do I configure telemedicine settings and live streaming servers?

  1. Go to the Telemedicine settings page.
  2. Configure video server protocols, late arrival grace periods before marking no-show, and reminder message templates.
  3. Click Save settings.
Screen
Telemedicine › Settings
Permission needed
Telemedicine — settings / Edit

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