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 3: Schedule While in an Active Consultation with the Patient |
Invite Guests/Participants to Recurring Patient Consultations |
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'.
Clinic tab |
Schedule tab |
Step 3 - Select 'Schedule Consultation'.
| If you are in the 'Schedule' tab and are the clinic admin, click the 'Select Schedule' drop-down to choose the provider whom you are scheduling for. |
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
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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 (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: |
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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 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 meetings have been scheduled.
Invite Guests/Participants to Recurring Appointments
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, as they can access those consultations directly when logged into their account under the 'Consultations' or 'Schedule' tab .
Follow the instructions in this article: |