How to Set Up Telehealth

Telehealth lets you call patients or host video visits from Autochart.ai, with live transcription and notes from the visit.

Plan availability: Telehealth video and phone calls are available on the Daily plan or higher. See pricing and plans.

How to access: Left sidebar -> Settings -> Telehealth.

What you can do

  • Call patients' phones directly.
  • Host video visits through a browser link.
  • Send meeting invitations by SMS or email.
  • Get real-time transcription during calls.
  • Generate clinical notes from telehealth visits.

Set it up

  1. Click Enable to turn Telehealth on.
  2. Under Device Configuration, click Test Camera & Microphone. Allow access when your browser asks. Camera and Microphone should change from Not tested to working.
  3. Optional, Outbound Caller ID: Enter your Clinic Phone Number so patients see it when you call. Autochart.ai calls that number, you answer and enter the verification code when prompted.

Start a call

Click New Encounter, then Video Call or Phone Call at the top of the recording card.

Camera or microphone blocked?

  • Browser: Click the lock icon in the address bar and set Camera and Microphone to Allow, then refresh.
  • Windows: Settings -> Privacy & security -> Camera, then Microphone. Allow your browser.
  • Mac: System Settings -> Privacy & Security -> Camera, then Microphone. Turn on your browser.

Troubleshooting

  • Video buttons are locked or missing: Check Settings -> Subscription -> Plan & Add-Ons.
  • The patient cannot join: Resend the invitation by SMS or email and confirm the contact details.
  • Caller ID verification failed: Make sure the number is correct and you can answer calls to it, then try again.
  • No sound on a call: Check your microphone and speakers in the browser and system settings, and close other apps using them.