Patient Consultations: If 'Appointment Notifications and Reminders' (recommended and found under Clinic > Clinic Settings) are set up to be sent to patients when 'patient consultations' are created, patients will be sent an email and/or text message with their appointment information. However, other participants who need to be invited by the clinic to attend the patient consultations must still be send the appointment 'Join-in Information'.
Meetings: When recurring 'Meet Now' meetings are scheduled, the 'Join-in Information' must be sent to all participants, including the patient.
Step 1: Select the 'Schedule' tab from the left navigation bar, then find and click on the scheduled appointment/meeting you are inviting participants to.
Step 2: Click the 'Join-in Information' button.
Step 3 - Click 'Get Shareable Invitation'.
Step 4 - Select either 'Send Invitation by Email', 'Copy Invitation' or 'Copy Invite Link'.
- 'Send Invitation by Email' uses your computer's default email platform to send the 'Join-in Information'. The appointment/meeting info will automatically generate into the body of the email.
- 'Copy Invitation' allows you to choose any email platform. The appointment/ meeting info, which includes the web URL link, Meeting ID and Passcode, will have to be 'pasted' into the body of the email before being sent.
- 'Copy Invite Link' allows you to choose any email platform. The appointment/ meeting info includes the web URL link only and will have to be 'pasted' into the body of the email before being sent.
Note:
- You will require participant's correct email information.
- The invitation may be sent by text, however Meeting ID and Passcode will have to be entered manually.
Step 5 - 'Close' this screen after emailing the 'Join-in Information' to the patient/participants.