Group Telehealth Appointments
Updated over a week ago

Kalix provides the ability to conduct group sessions via Telehealth.

This article will go into detail about the features available when conducting Group Appointments via Telehealth.

Contents of this article

Create a Group Appointment

There are two ways to create a group Appointment:

  1. Via the Online Scheduling Widget-set up the appointment type and enable the telehealth feature and choose the virtual location. After you will enable the Support Group Scheduling feature and add the Max Attendees.

    Note: The Online Scheduling Widget is available with the Virtual Practice Package only.

2. Via the Calendar in Kalix- you can create a group appointment by double clicking on the appointment time slot and enabling the Telehealth Feature and the Support Group Scheduling Feature and entering the max attendees.

Start adding the clients as you would for a regular appointment by using the New Client button or searching for an existing client by pressing the magnifying glass icon.

Set Up for Group Session via Telehealth

When ready to start the session you can log in few minutes early to set up your session.

You may get an alert that you are early for the meeting but you can still open the meeting and set up by adjusting your settings. Click Next to join the meeting.

  1. Join the session after entering your name and enabling your mic and camera.

  2. Go to the settings and go through the different tabs and choose to enable or disable features as needed. The images below show the variety of settings you can choose from.

    To access the settings once you joined the meeting go to the 3 dots on the menu at the bottom as shown on the image below.

Choose the settings you prefer to have as a Moderator such as muting participants when they enter the room, hiding participants' cameras, etc.

Choose the Sounds Settings

Choose More for other settings

View Client's Files

During the Preview Screen, you can also view your client's files by clicking on the drop-down menu on the top.

Other Features

Once the participants join you can access other features to give you more control over your meeting.

You can access the features by clicking on the 3 dots for each participant.

Features such as unmuting one participant and not everyone or kicking a participant out.

To see the list of participants and the features, click on the "People Icon" as shown below. The list of participants will pop up on the right. You can then control the audio and camera for each participant.

You can also click on "Mute All" at the bottom of the screen.

To see more moderation controls, click on the 3 dots on the bottom right of the screen as shown below.

You will also have the option to kick a participant out.

Muting Participants

Participants can be muted in several different ways.

A. Via settings prior to starting the meeting.

  1. Access the settings once you joined the meeting and go to the 3 dots on the menu at the bottom as shown in the image below.

Go to the Moderator's tab in the settings and choose everyone starts muted.

B. Mute participants by opening the participant's screen and clicking Mute All.

An alert will pop up for you to decide if the participants can unmute themselves.

Unmuting one participant at a time.

You can also choose to unmute one participant and not everyone at the same time. When you go to unmute a participant by clicking on the Mic icon, next to the participant's name, a pop-up alert will show.


When you join a session before the set meeting time, you will see an alert indicating that you are early. You can still join the meeting then.

The client will get an alert as well.

If they click next a screen will shop up asking for their name.

Ending Meeting

When you are ready to leave the meeting you will be presented with 2 options.

  1. End Meeting- when you click on End Meeting you will see an alert indicating that by pressing this option it will kick everyone out and disable the telehealth feature on that appointment. If you are completely done with this meeting, then click End Meeting.

2. Not Now- if you are just briefly leaving the meeting and not ending it completely, then choose this option.

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