How to Start a Screen Share Session in an Appointment

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Updated August 10, 2022 00:15

Overview

Once you have downloaded and installed either the Secure Video Client (SVC) or Zoom for Healthcare, you will be able to share your screen with clients.

This can be an effective tool for reviewing homework exercises or any other helpful resources you would like to share with your clients. Please note that your clients should also be able to share their screen by following the steps below

Quick Links ⚡️

Using The Secure Video Client (SVC)

Using WebRTC option for Secure Video Client (SVC)

Using Zoom for Healthcare

Guide 📖

Using The Secure Video Client (SVC)

How to Screen Share on a Mac

At the time of your online video appointment, click Join Video Session. To begin sharing your screen, click the button on the top task bar of your browser which says 'Share', farthest to the right. You can select an individual window (Under Window), or your entire screen (Under Screen)

Select the window on your screen that you would like to share.

Your client will be able to follow along while you continue with your appointment. When you are done sharing your screen, click on the Share taskbar again, followed by 'None' to stop. Even after ending a screen share, you can continue your online video appointment for as long as needed.

How to Screen Share on a Windows Device

At the time of your appointment, click on "Join Video Session". To begin sharing your screen, click the button on the top task bar of your browser which says 'Share', farthest to the right. Select the window you would like to share. You can select an individual window (under Window), or your entire screen (Under Monitor).

This screen is black on purpose. You should be able to see your image in this black square.

Your client will be able to follow along while you continue on with your appointment. When you are done sharing your screen, click on the Share taskbar again, followed by 'None' to stop. Even after ending a screen share, you can continue your online video appointment for as long as needed.

Using WebRTC option for Secure Video Client (SVC)

To begin, click on "Join Video Session" and click on "Continue with your browser". It is recommended you use Google Chrome for this.

Next, click on the presentation button on the bottom left to begin sharing your screen. You will then be prompted to select an active computer screen or browser window to share with your patient.

You can get back to the Appointment Summary page to review the client's information by clicking on the "Back to Appointment Summary" button in the bottom right corner

Security: Sharing your entire screen means your patient can see everything open on your desktop computer. Be sure to not have any private information visible as it may be in sight of your patient.

Using Zoom for Healthcare

At the time of your online video appointment, click 'Join Session'. The Zoom application should launch. Once the Zoom application is open, click on the green "Share Screen" button in the middle of the Zoom toolbar.

You'll be prompted to select an option to share. You can choose to share your entire desktop, a tethered mobile device, a specific window, or you can also use the whiteboard option.