Feature · Telehealth

Video visits inside the practice OS — not another Zoom tab.

Schedule the visit, email a single join link, hold the patient in a waiting room, admit, run a 1:1 call, and write the outcome on the same patient record. Built for clinics that take security, compliance, and BCDR seriously.

Join waiting list Interactive SAMPLE Back to comparison

01 · Product flow

From book to outcome note — one loop

Staff start the visit. Patients never hunt for a meeting ID. The room dies when the visit ends.

SAMPLE staff schedule screen for a video visit with patient, clinician, type, and time — **Staff schedule** Pick patient, type, and time. Unique room · max 2 · recording off.

SAMPLE office-name-first join email with Join video visit button — **Join email** Office name first. Time + Join. No clinical detail. STOP + privacy footer.

SAMPLE patient waiting room after consent and device check — **Waiting room** Patient consents and waits; video token only after staff admit.

SAMPLE staff admit screen before minting the patient video token — **Staff admit** Front desk / clinician admits — then the patient token is minted.

SAMPLE 1:1 video call with mute, camera, and End visit controls; recording off — **1:1 call** Short-lived Access Tokens. Recording off. End closes the room.

SAMPLE visit ended screen with outcome note on the patient record — **Visit ended** Outcome + note on the same patient thread — no orphan Meet link.

Click through the full SAMPLE: /_preview/telehealth/ · schedule · email · join · waiting · admit · call · ended.

02 · Patient CRM

Integrated with the patient record — not a sidecar

Telehealth is a visit on the same practice OS as schedule, inbox, and chart notes. No orphan Meet links. No second login for the clinician.

Same patient thread Visit type, time, clinician, duration, and outcome land on the patient / ticket — next to recalls and messages.
Outcome picklist + note Reassured · schedule in-chair · refer · ER — plus a short staff note. No media stored for MVP.
Schedule is the source Book from the office schedule when Telehealth is Enabled. Disabled offices see a locked tip — not a DIY Zoom field.

SAMPLE office hub showing practice modules and operations in one shell — **Practice OS shell** Telehealth sits with modules, schedule, and patient ops — one admin density.

03 · PHI · security · BCDR

Sensitive by default — clear about what we do and don’t

We do not claim HIPAA compliance. We take security, compliance, and business continuity seriously on Cloudflare + Twilio.

Topic	We do	We don’t
Live visit	Stream for the appointment; close the room when it ends	Keep reusable office-wide rooms or immortal links
Recording	Default off. Keeping a video is a provider + patient consent workflow	Silently record or auto-archive visits
Join links	Single-visit, expiring, unguessable; no patient name in the URL	Put chart detail in the email body or public path
Tokens	Short-lived Access Tokens after staff admit (patient) or staff session	Ship Auth Token or API key secrets to the browser
Chart / ticket	Duration, participants, outcome, staff note	Clinical narrative in SMS/email

Emergencies Consent copy says this is not for life-threatening emergencies — call local emergency services.
BCDR Visit state in our SoR with backups; webhook retries + timeout sweep so rooms don’t stay open forever if a callback fails.

04 · Platform ownership

Super Admin wires Video. Offices only see Enabled / Disabled.

SAMPLE Super Admin Twilio Video integration with connected status — **Super Admin** Dedicated Video API key. Test room. Rotate without breaking Voice/SMS.

SAMPLE office Services screen showing Telehealth Enabled without API keys — **Office Services** Read-only entitlement. Ask HeyDental to purchase — staff never enter Twilio console.

SAMPLE Super Admin offices directory — **Per-office modules** Purchase / enable Telehealth on the office the same way as other platform blocks.

05 · Why this feels robust

Built like the rest of the platform — not a bolt-on widget

State machine you can audit scheduled → waiting → admitted → active → ended. Start, admit, token mint, and end are logged by visit id.
Mock mode for demos and tests Blank Video API keys → fake tokens and rooms so UI and training work without burning minutes.
Same peach density as admin Compact staff and Super Admin chrome; patient join is a focused, calm flow — not a marketing landing page mid-call.
International posture Security / compliance / BCDR language — not a US-only HIPAA claim. Works beside WhatsApp/Calendly markets that still need a real visit record.

See telehealth in the full comparison

HeyMedical vs traditional PMS vs cloud PMS vs patchwork tools — including the telehealth row.

Why HeyMedical SAMPLE mocks Foundations Waiting list