How do I join my online Appointment?

1. Join the appointment

1. From your Dashboard, find the appointment reminder banner (e.g. "Appointment with [Client] starts soon — Get ready, it's almost time"). A countdown timer shows how long until the appointment starts.
2. Click Join.
3. This opens a new browser tab called Video Call – HealthBank. You'll now have two tabs open:
   • Your original HealthBank dashboard tab
   • The new Video Call – HealthBank tab

2. Check your camera and microphone

Once you're in the Video Call tab, you'll land on a setup screen:

• "Waiting for [Client] to join…" is displayed while you wait.
• Use the panel on the right to select your Camera, Microphone, and Speaker.
• Your camera preview appears on the left so you can check how you look before the client joins.

When your client joins, their video becomes the large, main view, and your own video appears as a small thumbnail (labelled with your name) near the bottom of the screen.

Call controls (bottom of screen) let you:

• Turn your camera on/off
• Mute/unmute your microphone
• Access more options (chevron icon)
• Share your screen / present
• Leave the call (red button)

3. Use Picture-in-Picture to write your notes

This is the key feature for writing treatment notes while staying visually connected to your client.

1. While the call is active, simply click back onto your HealthBank dashboard tab (or any other tab).
2. The video call automatically pops out into a small floating Picture-in-Picture window, positioned in the corner of your screen, on top of whatever you're doing.
3. This PIP window stays visible and playing — you can still see and hear your client — even as you navigate elsewhere in HealthBank.
4. The floating window is:
   • Draggable — click and drag it to reposition anywhere on your screen
   • Resizable — drag the corner to make it bigger or smaller
   • Fitted with mini controls (camera, mic, and end call)

To write treatment notes during the call:

1. With the PIP window floating, go to Clients (or search for the client) from your dashboard.
2. Open their profile and click the Notes tab.
3. Write your treatment notes as normal — your client remains visible and audible in the small PIP window the entire time.

4. Returning to the full call view

To bring the call back to full screen at any time:

• Click on the Video Call – HealthBank browser tab

This closes the Picture-in-Picture window and restores the full call interface.

5. Ending the appointment

When you're ready to finish:

1. Return to the Video Call – HealthBank tab (or use the PIP controls).
2. Click the red Leave/End call button.

Browser compatibility:

Picture-in-Picture is only supported in Google Chrome and Microsoft Edge. You can still join and run video appointments in other browsers (e.g. Safari, Firefox) — the call itself works everywhere — but the automatic floating PIP window described in Step 3 will not appear. If you rely on PIP to write notes during calls, we recommend using Chrome or Edge.

Having trouble with your camera, microphone, or Picture-in-Picture window? Contact HealthBank support via the Help Centre in your dashboard sidebar.