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features

Telehealth & Files

Run remote consultations over embedded video, and attach, annotate and share documents and images across patients, records and visits.

Zdrovia supports remote consultations through integrated telehealth video calling, and provides a file management system for attaching documents and images to patients, records and visits — with annotation capabilities.

Telehealth

Zdrovia uses Jitsi for video conferencing, embedded directly in the application. No external software is required for clinical staff — patients receive a link to join from their browser.

Setting Up a Telehealth Visit

A telehealth visit is a regular Visit with its visit type set to Telehealth.

From the Schedule page:

  1. Create a new appointment
  2. Set Visit Type to Telehealth
  3. Save the appointment

From the record page:

  1. Click New Visit in the header
  2. Set the visit type to Telehealth
  3. Save

Once created, the visit appears in the visit selector dropdown with a video indicator.

Starting a Telehealth Session

  1. Open the record page for the patient
  2. Select the telehealth visit from the visit dropdown in the header
  3. In the Visit tab, the telehealth widget appears at the top
  4. Click Join Call or Start Call
  5. The Jitsi video conference opens within the Zdrovia interface
  6. The patient uses their unique link to join from their own browser

The Telehealth Widget

When a telehealth visit is selected, the Visit tab shows the telehealth widget with:

  • Call status — Waiting, In Progress, or Ended
  • Join/Start button — launches the embedded video session
  • Participant list — shows who is currently in the call
  • End call button — closes the session

The video interface supports:

  • Camera and microphone toggle
  • Screen sharing
  • Chat (within the session)
  • Participant management

Conducting the Visit

While on the video call, the rest of the Zdrovia interface remains accessible. Staff can simultaneously:

  • View and fill Visit Forms
  • Review intake forms and history
  • Take notes in the Chart editor (use the Expand toggle for more writing space)
  • Record the consultation with an AI Scribe block — the recording survives navigating elsewhere in the app
  • Record stock usage if products are being prescribed remotely

After the Telehealth Session

After the call ends, complete all visit documentation as you would for an in-person visit:

  • Mark visit forms as complete
  • Finalize your chart entry
  • Record any prescriptions or product usage
  • Generate an invoice if applicable

File Management

Zdrovia allows files to be attached to patients, records and visits. Files can be annotated with a built-in drawing tool.

There is also a clinic-wide media library at Files in the sidebar (/dashboard/media) — a shared pool of images and documents for things that belong to the clinic rather than to one patient: consent templates, aftercare leaflets, marketing images and storefront product photography.

Where Files Live

Files can be attached at four levels:

Level Where to Access Use Case
Clinic Files in the sidebar (/dashboard/media) Shared across the whole clinic — templates, leaflets, product images
Patient Patient profile → Files card Documents that apply to the patient overall (referral letters, ID documents, general lab results)
Record Record page → Files tab Documents related to the whole course of care (treatment plan, referral)
Visit Record page → Visit tab → Visit Files Documents specific to a single appointment (procedure photos, session scans, visit-specific lab results)

A service or a service line can also carry default files, which are attached automatically whenever the relevant context is opened.

Uploading Files

  1. Navigate to the appropriate place (Files card on the patient, Files tab on the record, Visit Files on the visit)
  2. Click Upload
  3. Select one or more files from your device
  4. Files are uploaded and displayed in the file gallery

Supported file types:

  • Images (JPG, PNG, GIF, WebP)
  • PDF documents
  • Common document formats

Viewing Files

Files are displayed in a gallery or list layout. Click any file to open it in the file viewer.

The file viewer shows:

  • The file content (image preview, PDF viewer, etc.)
  • File metadata (upload date, file name, uploader)
  • Annotation toolbar (for images and PDFs)
  • Delete button

Annotating Files

Zdrovia includes a built-in annotation tool for drawing and marking up files — useful for highlighting areas of interest in images or PDFs (e.g., marking a body region on a diagram, annotating an X-ray).

Annotation tools:

  • Pen/Draw — free-hand drawing
  • Highlighter — translucent colored highlighting
  • Text — add typed text labels
  • Arrows — draw arrows pointing to specific areas
  • Shapes — rectangles, circles for callouts
  • Eraser — remove annotation marks
  • Color picker — change annotation color
  • Undo/Redo — step through annotation history

To annotate a file:

  1. Open the file in the viewer
  2. Select an annotation tool from the toolbar
  3. Draw or add text on the file
  4. Click Save Annotations to preserve the markup

Annotations are saved as an overlay on the original file — the original image is never modified.

The full-page annotation workspace lives at /dashboard/annotate. There is also an Annotation smart block for marking up an image inside a clinical note, and a Before / After block for paired image comparisons.

Patients viewing a shared document in the portal see your annotations, read-only.

Deleting Files

Click the delete icon on a file and confirm. File deletion is permanent — ensure the file is no longer needed before deleting.

File Organization Tips

Since files can be attached at four levels (clinic, patient, record, visit), here are guidelines for choosing the right level:

File Type Recommended Level
Patient ID, health card scan Patient
Referral letter for a specific course of care Record
Before/after photos from a procedure Visit
Consent form PDF (unsigned/external) Record
Lab results from a specific appointment Visit
General medical history documents Patient
Treatment plan document Record
Aftercare leaflet used for every patient Clinic
Storefront product photography Clinic

Privacy and Access

  • Files are stored securely and associated with your organization’s account
  • Access is controlled at the organization level — only staff in your clinic can view files
  • When the Patient Visible toggle is used on charts, that applies to the chart only — file visibility is managed separately
  • Files shared to a patient appear in their portal at /portal/documents/:id
  • Telehealth sessions are encrypted end-to-end by the Jitsi platform

Tips

  • During telehealth: Use the Expand button on the chart editor to get a larger writing area while still on the call, then minimize it to return to the full layout.
  • Annotated images: Great for clinical photography workflows — upload before/after images and use the annotation tool to highlight treatment zones.
  • File at the right level: Visit-level files make it easy to review what happened at a specific appointment; record-level files provide the overall clinical picture; clinic-level files stop the same leaflet being uploaded forty times.
  • Attach default files to the service rather than to each visit by hand — a procedure guide that appears automatically is one someone will actually read.
  • PDF annotation: Use the annotation tool on uploaded PDFs to mark key sections of lab reports or referral letters for quick review during future visits.
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