Both clients and practitioners can share their screen during an Online Appointment, whether it’s a 1:1 or Group session. In this guide, we’ll take a look at how to share your screen with a client during an Online Appointment.
To learn how to join an Online Appointment, feel check out these guides:
1:1 Online Appointments
- How to Book Online Appointments and Start Them (For Practitioners)
- iPad/iPhone for Online Appointments (Practitioners)
Online Appointments for Groups
We also have a great overview webinar of 1:1 Online Appointments, you can watch a recording here: 1:1 Online Appointments Overview.
Sharing your Screen
When you’re in your Online Appointment, you’ll see a screen share button in the toolbar at the bottom of your session. If you click this, your screen share options will pop up.
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.
💡 Pro Tip #1: If your clinic has not enabled Online Appointments for Groups, when you first enable screen share, your video will turn off. You can toggle your camera back on if you’d like to have your video overlaid on the screen share, by clicking the video icon at the bottom. You can also use our handy shortcut key “V” to toggle your camera on.
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.
Let’s navigate to the Privacy tab. Here, let’s pop into Screen Recording and allow Google Chrome
If you’re looking to troubleshoot your Online Appointments, these two guides have some great tips:
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 1:1 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’s 1:1 and Online Group Appointments. Since you would likely have Jane running in the back which is full of your client charts and records, we had opted to not let clients have the ability to remote access your computer at this stage.
Currently, annotation is not available using Jane’s 1:1 and Online Appointments for Groups.
What the screen size requirements to enable a screen share?
Any screen larger than 475 pixels in width - this generally covers computers and laptops.
Can the other participant share their screen to 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) has 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 supported on mobile devices, such as iOS (iPhone & iPad) and Android.