Important: If you are working with more than one clinic/location, it is important you select the correct clinic from the drop-down menu under 'Select Clinic'. If you only work with one clinic you will not see this dropdown.
Schedule Recurring Video Meetings
Step 1 - Click 'Meet Now' from the left navigation bar, then select 'Schedule Video Meeting'.
Note: the 'Schedule Appointment' button is also available from the 'Clinic' or 'Schedule' tabs.
Step 2 - If prompted, click 'Schedule Video Meeting’.
Step 3 - Schedule a Video Meeting screen -
- Enter a 'Meeting Title', without adding any personal patient information.
- 'Select Provider' drop-down menu - If you are the 'Clinic Admin', select the host provider's name. Healthcare providers will not see this field.
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'+ Invite Another Provider' -
- Click if providers from your virtual clinic in addition to the host are being invited to this meeting, OR
- If only a single provider (the host) is being scheduled for this meeting, click 'Next' and skip to 'Step 4'.
If you had selected '+ Invite Another Provider', the 'host' provider's name will automatically populate into the box and cannot be removed.
- Choose the additional provider(s) being invited from the drop-down menu under ‘Provider’. If someone is added by mistake, click the red X beside their name, to remove them from the list.
- Once complete, click ‘Next’.
Step 4 - The 'Schedule Appointment' Screen:
- 'Date' - enter the date of the first scheduled meeting.
- 'Length' - enter the length of the meetings (this is approximate; the meetings will not end if they extend past this time).
- Choose the meetings scheduled start time using one of these three options:
| Option 1-When their work schedule (shifts) ARE NOT entered in SK Virtual Visit: | Option 2-When their work schedule (shifts) ARE entered in SK Virtual Visit: |
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- 'Repeat' - choose the occurrence of the meetings being scheduled:
| Daily | occurs every day, Monday thru Sunday |
| Weekly | any day of the week, Monday thru Sunday |
| Monthly | any day of the month OR the ordinal of a weekday |
| Yearly | same day every year OR the ordinal of a weekday of a month |
| Custom | every # of days (99 is max), every # weeks, every # of months |
- 'End Date' - select the date the last meeting is to occur.
A note will indicate the number of appointment(s) being scheduled.
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If scheduled appointments overlap with other appointments that a host provider or an invited provider currently has, a notification will appear to the person doing the scheduling. A maximum of three (3) overlapping video meetings or consultations can be booked. |
- Click 'Schedule Appointment'.
Step 5 - A note will indicate the appointment(s) being scheduled. Click 'OK' to confirm.
A green indicator will appear at the top of your screen letting you know the meetings have been scheduled, as well as a screen with the meeting details.
Invite Patients/Participants to Recurring Video Meetings
The video meeting info/links must be sent to all participants for each recurring meeting as each meeting will have its own unique meeting link, ID & passcode.
This does not apply to healthcare providers from the same clinic who were added when the meetings were scheduled (under Step 3 above), as they can access the meetings directly when logged into their account under the 'Consultations' or 'Schedule' tab .
See article - Invite Participants To a 'Scheduled' Video Meeting |