Open Telehealth Platform page will help you navigate through the application to perform tasks. You can click any table of content to jump to that location. (The required browser needed are Chrome and Safari, no other browser are support. i.e Internet Explorer, Microsoft Edge, Mozilla Firefox)

Logging in

Click on the Open Telehealth Platform Curatess App or enter URL address in the browser


Pop up of PointClickcare login screen


After logging in, notifications will ask for permission along with webcam and microphone. First time signing in, notification to be enabled, then permission to use microphone and web camera (If Applicable). Notification will be located by the paddle lock in web browser search bar. OTPnotif

Prompt choose a location will be viewed, select to the corresponding facility by clicking on the Choose location OTPloc

After selecting choose location and selection of facility will be listed OTPloclist

Setting Your Availability

  • The navigation bar is at top of window browser with menu tab, availability toggle, facility location, and additional options including the option to sign out. OTPnav

  • The availability toggle is automatically set to what you last set it at. Toggling on and off allows you to set whether you prefer to be available or unavailable to receive calls through the app. If you set yourself as available, the app will allow you to either set yourself as available for a limited period of time, or indefinitely. Note that if you set yourself as unavailable, but are scheduled to receive calls by an administrator, the app will override your preference and call you anyways.

Log out

To sign out, click nav menu upper right hand corner OTP

Connected Quick click

Quickly connect to services within application. Calling, Connect a device, Message, and Refresh patient summary. OTPQCon

Searching For a Patient

  • The patient list will be displayed to the left of the screen.
  • Above the patient list is a search field to select provider and also find patients by last name, first name, medical record number, room number, or date of birth. Then you’re able to click on a patient abstract to view the patient summary. You can also hit ‘Enter’ to select the first patient. OTPptList

Interacting with Patient Record

  • Clinical staff accounts are linked across Open telehealth platform devices, so when signing into device, all other signed in devices will be signed out. If you’re a provider with an account that is set to “available”, calls will be directed to the device that was last signed into.

Viewing a Patient Record

Patient Info

i. Click the patient profile you want to view. The back arrow (is displayed next to patient name) to go back to patient profile list.

ii. If all tabs are closed there is no scrolling. When tabs are expanded scrolling enables automatically. Move mouse pointer hovering over tabs section and then scroll with mouse track. For using trackpad, use two fingers to swipe up or swipe down (depending on the mouse setting scrolling may be inverted)


Care Team

i. Making a call to care team members OTPcalllist

Diagnoses OTPDia





Medications OTPmeds

Labs OTPLabs Additional options within lab
OTPLab2 Download lab file OTPlabs3 View lab file OTPlabs4



Immunizations OTPIM



Starting a Form From Patient Record

OTPForms2 OTPForms3

Notes OTPNotes

Calling from the patient records

Click on quick connect icon (share button), a drop down list of options will display. Select the Call button to make a call

i. Calling A Facility Phone number and users signed on. (Calls will be made through patient summary) OTPQCon

Select either Provider or Location OTP

Select recipient to begin call (within facility) OTPCal3

Notification of receiving a call (when signed in) OTPCalCon

Receiving a Call While Logged Out

i. On different tab or closed out from. Notification will display (click on call incoming to accept, new browser tab will popup) OTPRecCalpt

Call Screen

i. Within the Patient Context (within health record via patient record)

Top bar will have call time duration, end call, enable/disable webcamera, enable/disable microphone, bluetooth icon, and form creation OTPCalPt

ii. Click bluetooth select devices (compatible with OTP App) Blood Pressure, Pulse Oximeter, and Health Thermometer will need to start reading before connecting Then the reading of vitals will be captured and synced with patient summary OTP (Refer to Connecting device for help)

iii. Click on pencil, then click on plus sign to open forms and notes section (refer to starting a form from patient record to create and view forms) OTPcalFm

iv. Outside of patient context (no health record selected) OTPCalotPt


After call has ended

i. A survey will popup OTPCalSurv

ii. If survey hasn’t been filled out an alert popup window will display of new caller OTP

Making a Call Outside of Patient Record

i. Click nav menu upper left hand corner of screen. menu will pop out displaying options. Click Call Groups OTPMnav

ii. Once Providers is selected, available listings of recipients OTPMnav

Confirmation to make a call OTPMnav

Connecting Devices

i. First time syncing devices will first need vital reading. After, first time connection will be automatically connected

Be sure to turn on bluetooth on desktop/laptop if applicable

(Connecting devices within patient summary)

Click Connect a Device OTPQCon

ii. Option list of compatible devices will show OTPbledev

Using the Bluetooth Stethoscope

i. In Call screen (Only), select bluetooth icon to open compatible device list OTP

ii. List of compatible device will show, select Stethoscope OTP

iii. Pop up window will show indicating to Pair to bluetooth stethoscope Select Eko Core then, click pair OTP

b. Start sending Audio

iv. Receiving stethoscope Audio from caller OTP

v. Select cardiogram format Heart, Lungs, or None OTP vi. Cardiogram audio wave will popup below OTP

c. Stop sending audio

Using the Pulse Oximeter

First connect pulse aximeter to finger to turn on

i. Click Connected Quick click and select Connect a device, then Pulse Aximeter OTP

ii. Device will show up as device manufacturer name Select pulse oximeter then, click pair OTP

(Some security features will require extra permission step to verify connection to device) OTP

iv. Pop up window indicating reading options, two columns will both need to be selected, select applicable Method and click capture OTP

v. After clicking capture the results will be sent to patient summary, under vitals. A refresh of patient summary may be needed in order for the reading to be synced

Using the Health Thermometer

First begin by turning on health thermometer and get a vital reading

(This will turn on Bluetooth on the device)

i.Then, open the connect a device and select health thermometer OTP

ii. A pop window will show indicating to pair health thermometer brand name

Select Health Thermometer then, click pair OTP

(Some security features will require extra permission step to verify connection to device) OTP

iii. Pop up window indicating reading options, select applicable Method and click capture OTP

iv. After clicking capture the results will be sent to patient summary, under vitals. A refresh of patient summary may be needed in order for the reading to be synced

Using the Blood Pressure

First to begin start the reading of blood Pressure till the blood Pressure machine has finish reading, in order for the bluetooth blood Pressure to be pair.

i. In the mean time, open the connect a device and select health thermometer OTP

ii. Select Blood Pressure device then, click pair OTP iii. For security measure by default bluetooth blood Pressure will need a code to add as confirmation after pairing

Enter Passcode and click connect OTP

iv. Pop up window will display reading options to be capture, select applicable Method and click capture OTP

Using the Weight Scale


Viewing Call log

i. Click nav menu upper left hand corner of screen, menu will pop out. Displaying options click Call Log OTP ii. Call logs displays recent calls, contact, and time of call OTP iii. Click to expand details of call logs OTP

Messaging and viewing Messages

(Clicking enter sends message, Click shift+enter to start a new line)

All communications in messaging are secure

i.Messaging can be access out of patient summary (In patient summary, see Connect Quick Click)

Home screen access to messaging OTP

ii. Messages will display showing recent messages OTP

ii. After clicking to expand messages OTP

Opening messages from nav menu sidebar

i. Click on nav menu upper left hand corner to open messages OTP

ii. Messages will display search and start new conversation and recent messages (To exit or leave, select another conversation, start new converstaion, or select nav menu) OTP

iii. Message select to start conversation OTP

iv. Making a call within messaging (Call will resume as normal refer to call screen) OTP

Viewing and Editing The Schedule

Click Schedule from nav menu upper left hand corner OTP i. Click Choose provider group to select available providers OTP ii. Schedule will should available clinical’s schedule OTP

i. Callable: If unchecked will not receive any Calls

ii. Days Schedule: The days of the week this user is schedule to received Calls

iii. Weekday start: Scheduled starting time for this user, Monday – Friday

iv. Weekday shift length: Duration of weekday shift

v. Weekend start: Scheduled starting time for this user, Saturday and Sunday

vi. Weekend shift length: duration of weekend shift

vii. Clear schedule: Clear the current scheduled days and times for this users

i. Responsible contact: Identifies the user that are responsible for a call on the specified level

ii. Override availability: When checked, overrides the user's  
availability preferences and sets them as available (Admin credentials required)

iii. Default to phone: When checked, calls the user's cell phone first before trying though the app

vi. Group manager: Sets the user as an admin and allows them to also   manage the scheduled

vii. Offline web calls: Allows the user to be called on the web even   when logged outside

Viewing reports

Click nav menu in upper left corner, select Reports OTP i. After selecting provider call reports, Reports menu will display of fine search of Providers, Start date, End date (year/month/date) OTP ii. Select Provider. Charts and diagrams will display usage and percentage. In Dashboard will display Outcomes, Service Rate, Hold Stats, Escalations (Mouse over to view percentage or view from keyword table below) OTP

iii. Data dashboard details amount of calls to clinicals and patient

Start At, Ended At, Recipient, Patient, Facility, Escalation (Patient will have a MRN to the right of Patient category) OTP

iv. Click Dashboard to view report graphs (mouse over to view percentage) Facility Graph OTP

Call Volume OTP

Unconnected Calls OTP

Patient Readmissions OTP

Call Escalations OTP


The Administration menu option is only available on desktop. The Administration is not accessible from mobile devices at this time. (It is only available to users with escalated permissions) Calling Group Management provides the ability to create, configure, and schedule users into calling groups.

The Administration can be found in the upper left corner application menu.

Understanding the components of a Calling Group.

A Calling Group is composed of Organizations, Members, and Schedules. When creating a Calling Group, it asks you to specify an escalation method and will give you two options available. Concurrent and Round Robin. Concurrent calls all Members of a calling group on the same level that are scheduled concurrently, and the first to answer gets the call. Round Robin randomly (but fairly) selects all Member that are currently scheduled to call and until the call is answered.

When you add an Organization to a calling group, you are making that Calling Group available to be called from that Organization. Adding multiple Organizations will allow that Calling Group to be called from all of those Organizations. Organizations that are not added will not see or have the ability to select that Calling Group. When adding an Organization to a calling group, it will ask for the days and times this Calling Group will be available to be called from that Organization.

When you add a Member (User) you are giving that Member the ability to receive calls placed to that Calling Group. (Only if they are Scheduled when the call is placed) Users can only be scheduled for a Calling Group if they are added as Members when adding a Member. It will ask you to fill in the most “likely” shift they will work. It is important to realize this isn’t scheduling, this is a Member it is providing defaults for when you go to create their schedule. These defaults will automatically be populated and you will only need to change them if they are different from these defaults.

When you create a Schedule for a Member who you are creating it for a specific Organization, that is a part of the Calling Group. You can Schedule the Member for different shifts for each Organization within the Calling Group.

Below you will be walked through this process.

  1. Creating a Calling Group.

    On the Calling Group Management page, you will see the list (if they exist) of all Calling Groups managed by your organization. At the very top of the page are a search bar and a + sign.


    To create a new Calling Group click the +.


    Make sure that the name you are typing in is unique. We do not allow duplicate names because this would be very confusing to the Users.

    Providing a description is optional but recommended to help people understand more about this Calling Group.

  2. Adding Organizations to a Calling Group.

    Recall that you only want to add an Organization that should be calling this Calling Group.

    To select from a list of available Organizations, click the button with the ORGANIZATION label. OTP


    Here is where you can also set the availability of this Calling Group for the Organization. It also gives you the ability to set the call escalation timeout in seconds. This specifies the amount of time the system will wait before calling Members of the next escalation level.

  3. Adding Members to a Calling Group.

    Recall that in order to schedule a User to make them available to receive calls they first must be a Member

    To select from a list of available Users click the button with the Member label. OTP


    Here is where you can also set the default shift values for the Member. You can have any User from any of your Organizations receive calls placed to a Calling Group. There is a picker that helps filter Users by Organization besides the default shift start time and length. You can specify the default escalation level, or in other words, what level should this Member be assigned to by default when scheduled. Please remember, this isn’t exactly scheduling for the Member. These are the default values that will be populated when you do schedule them.

  4. Adding a shift Schedule for a Member.

    Now that you have added Organizations and Members to your Calling Group. Now, you can schedule Members so that they can receive calls placed to that Calling Group. Their’s two ways to navigate to create or edit a Schedule. (This depends on your preference of how you like to schedule.) One way, you can navigate to a Member and schedule them across Organizations. The second way, you can navigate to an Organization and schedule several Members into that Organization.

    For this example, we will go choose the second option. Scheduling multiple Members for an Organization select the home screen Calling Group Management, select the Organization button for the Calling Group you want to schedule Members in.


    Click on the row which has the Organization you want to schedule Members for.


    This page will list all of the Members with their Schedules. Let’s point out the Breadcrumb at the top of the page. You can use this to navigate back instead of closing out and starting over.

    At the very top of the page are a search bar and a + sign. To create a new Schedule for a Member click the +


    Select the Member, Start Date & Time, Esclation Level, and either set the End Date & Time or check Always Available (Always Available means that once the Start Date & Time is reached, this Member is always scheduled 24/7).

    You can repeat the above steps to add multiple Schedules for multiple Members for this Organization.

If you need to delete or edit items, options will be on the far right of each row. (Three vertical dots) When clicked, options menu to either delete or edit the item in the row (this applies to all rows where the option is available).

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