How to Schedule a Patient Consultation - Instructional Video
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.
Option 1: From the 'Patients' Tab
Step 1 - From the left navigation bar, select 'Clinic', then click 'Patients'.
Step 2 - Search for and select your patient. For more details, see article - Search for a Patient in SK Virtual Visit
Step 3 - Click 'New Consultation'.
Step 4 - There are two options available.
- Schedule Appointment - for a later date/time
- Start Consultation Now - if patient needs a consultation immediately
Select 'Schedule Appointment'.
Step 5 - Click here to continue with 'Step 5'.
Option 2: From the 'Clinic' or 'Schedule' Tab
Step 1 - Select either 'Clinic' or 'Schedule' from the left navigation bar.
Step 2 - Click 'Schedule Appointment'.
Step 3 - Select 'Schedule Consultation'.
Step 4 - Search for patient by first name, last name or health care number. Click on the correct patient from the list that appears, then click 'Select Patient'.
Step 5 - Click here to continue with 'Step 5'.
Option 3: While in an Active Consultation with the Patient
Step 1 - Click on 'New Consultation' in the upper right-hand corner.
Step 2 - There are two options available.
- Schedule Appointment - for a later date/time
- Start Consultation Now - if patient needs another consultation immediately
Select 'Schedule Appointment'.
Continue with the next step.
Step 5 - Schedule Appointment screen -
- 'Select Provider' drop-down menu - If you are the 'Clinic Admin', select the host provider's name. Healthcare providers will not see this field.
- 'Type of Care' - choose whether virtual or in-person
- ‘Appointment Reason’ select a reason from the drop-down menu
-
'+ 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 (host) is being scheduled for this meeting, click 'Next' and skip to 'Step 6'.
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 'Provider' drop-down menu. If someone is added by mistake, click the red X beside their name, to remove them from the list.
- Once complete, click ‘Next’.
Step 6 - The 'Schedule Appointment' screen:
- 'Date' - enter the date of the consultation
- 'Length' - enter the length of the appointment (this is approximate; the appointment will not end if it extends past this time).
- Choose the consultation 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: |
|
|
|
- '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.
|
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 7 - The Consultation Confirmation screen - Confirm the information is correct, then click 'OK'.
A green indicator will appear at the top of your screen letting you know the meeting has been scheduled.
Invite Guests/Participants to Recurring Video Meetings
The video info/links must be sent to guests/participants for each recurring consultation as each appointment 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 consultations were scheduled (under Step 5 above), as they can access those consultations directly when logged into their account under the 'Consultations' or 'Schedule' tab .
Follow the instructions in this article: |