Start a Video Consultation (Telemedicine) Praxis Desk

With Telemedicine you start a video consultation directly from the customer record and invite your customer to join.

Benötigte Lizenz

This feature requires the Telemedicine add-on for Praxis and Desk.

Where do I find Telemedicine in the customer record?

Open the customer record and click the button with the video icon in the header bar (tooltip Telemedicine).

The button only appears when the add-on is active and you have the required permission. If a call is already running, the record also shows a toggle button Open video call or Close video call in the header bar.

For an overview of all video consultations, independent of the customer record, see the linked article.

Requirements

• Telemedicine add-on active
• Telemedizin: Erstellen für Kunde permission (write) to start a call from the customer record
• Telemedizin: Einstellungen permission (write) for settings and deleting

Start a video consultation

1. Open the customer record and click the Telemedicine button in the header bar.

2. The system checks whether a call is already running for this person. If not, the Telemedicine modal opens with the setup form.

3. Check or adjust the fields:

   • Name of the video call — pre-filled with "Videogespräch (first name) (last name)"
   • Name of the moderator — pre-filled with your name
   • Validity in days (1 to 10) — Telemedicine ends automatically after this time

4. Click Create.

You see the message Telemedicine was created. The modal switches to the running view with the warning Telemedicine is currently running!.

Note: Only one call can run per customer at a time. Validity is limited to a maximum of 10 days.

Invite participants

The running view offers two tabs.

"Send email" tab:

1. Adjust Subject and the editor text if needed.
2. Use the placeholders under Subject placeholders (Company name, Date of the call (DD.MM.YYYY)) or in the editor menu (Salutation, Company name, Date of the call (DD.MM.YYYY), Link button).
3. Select recipients on the right.
4. Click Send email.

You see the message Email sent successfully!. The invitation email shows the button Start Telemedicine now.

"Custom link" tab:

1. Adjust the Participant name if needed and click Update.
2. Copy the link from the Link for participants field using Copy URL.
3. Alternatively, send the link under Send invitation to participant to a saved email address or choose Custom email address.
4. Click By email.

Note: An invitation is only sent if the email address is valid.

Join as moderator

1. Click Join as moderator in the modal.
2. The video window opens embedded. You can move, minimize, or maximize it, or click Open in new window to show it in its own window.
3. On mobile devices, the moderator link opens directly in a new tab instead of embedded.

While the call is running, show or hide the video window using the Open video call or Close video call button in the header bar.

End the video consultation

Click End in the modal or in the video window.

You see the message Telemedicine was ended. Telemedicine automatically creates a document about the call in the customer record's history.