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Online Appointments: Sharing your Screen

  2. Online Appointments: Sharing your Screen

    3. 4 min read

Both clients and practitioners can share their screen during an Online Appointment. In this guide, we’ll take a look at how to share your screen with a client.

Sharing your Screen

When you’re in your Online Appointment, you’ll see a Share button in the toolbar at the bottom of your session. If you click this, your screen share options will pop up and you can choose Share Screen unless you want to use one of the apps listed.

Here, you’ll have 3 main options (who doesn’t love choice). You can either share:

  • a particular tab
  • a specific window or program
  • or your entire screen

✅ Don’t forget to click Share Audio if you want to share sound for a video.

Once you’ve selected an option, you can click the blue Share button. The screen you shared should immediately pop up and your client will be able to see anything you do there.

Troubleshooting your Screen Share

Apple loves to keep you extra safe - and any computers running macOS Catalina or later will have some additional safeguards in place to prevent unwanted screen shares, so there is an extra setting that we will need to enable to give Jane permission to share your screen with the participant.

To do this, let’s head to System Preferences and hop into Security & Privacy.

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Let’s navigate to the Privacy tab. Here, let’s pop into Screen Recording and allow Google Chrome

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If you’re looking to troubleshoot your Online Appointments, check out our guide here.

Online Appointments Screen Sharing FAQ:

Can the Online Appointment Screen Share be Recorded?

Jane’s Online Appointments is set up with a focus on data security and patient privacy. This approach keeps everything HIPAA & PIPEDA compliant (and ultra-secure!) You can read more about the privacy and security of our Online Appointments in the Online Appointments FAQ.

Can I give my client remote access to my computer or allow them to annotate?

As mentioned above, privacy and security are a big focus for Jane’sand Online Appointments. Since you would likely have Jane running in the back which is full of your client charts and records, we have opted to not let clients have the ability to remote access your computer at this stage.

Currently, annotation is not available using Jane’s and Online Appointments.

What are the screen size requirements to enable a screen share?

Any screen larger than 475 pixels in width - this generally covers computers, laptops, and most smartphones and tablets.

Can other participants share their screen with me?

Absolutely! The other participant can follow the same steps.

Which devices can I share my screen on?

Any device that a) meets the pixel requirements above and b) joins the Online Appointment through a web browser on a laptop or desktop. More specifically; this is macOS and Windows devices.

Right now, screen sharing isn’t fully supported on mobile devices. You can view a screen that is being shared by another participant who’s using a laptop or desktop, but you aren’t able to initiate screen sharing from a mobile device.