Telehealth — Appointment to Join

Who / when: Front Desk booking a video visit, a Clinician conducting it, and the patient joining from their portal.

LiveConsult = the canonical telehealth consult object (one per telehealth appointment). OTP = One-Time Passcode (a single-use code). LiveKit = the media server hosting the video room — both parties get tokens to the same room.

1. Front Desk — open Appointments → Book Appointment. Set Appointment Type = Telehealth and book the patient with a clinician. A linked LiveConsult is created automatically.
2. Clinician — open Live → Telehealth Board. Find the consult in the Scheduled state and choose Start; the Consult Room opens and a canonical Encounter (class = Virtual) begins.
3. Patient — receives a secure invite (magic link by email or SMS) and opens it.
4. Patient — on the patient portal, the consult shows as In Progress; the patient chooses Join Consult and enters a single-use OTP to verify.
5. A one-time LiveKit token is minted for the same room as the clinician; both parties are connected on video.
6. Clinician — documents the consult into the Encounter note and, when finished, chooses End Consult. The consult state becomes Completed.
7. Patient — sees the consult as Completed on the portal and can access the recording if one was persisted.

What happens next: the consult, its note and any recording are retained against the patient’s record; the Live Coordinator can review it from the board and recordings screens.

Note

Module detail: see the Live and Appointments module pages, and the staff side under Portal. The Waiting Room shows patients who have joined ahead of the clinician.