Invite Patients to Join Your Virtual Clinic

• Create a SK Virtual Visit account, and

• Join the clinic as a virtual patient

Patients being seen with scheduled patient consultations, must be invited by their healthcare provider's clinic to both:

Note:  this is not required if patients are being seen with 'Meet Now' video meetings (covered under the "Meet Now Meetings" section).

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.

How to Invite Patients - Instructional Video

From the left navigation bar, select 'Clinic', then 'Invite Patients'.

If you are logged in as a 'Clinic Admin', select the correct provider's name from the 'Providers' drop-down list.  Clinicians will not see this drop-down, however do have access to these features.

There are three options for inviting patients: 

Option 1:  Invite patients by Email and/or Text

Option 2:  Invite patients with an 'Invite Code'

Option 3:  Upload a .CSV File (multiple patient invitations)

Option 1 - Invite Patients by Email and/or SMS Text

Step 1 - Under 'Send an Invitation', fill in the details requested (fields with * are required):

• First Name (required)
• Last Name (required)
• Email and/or Mobile Number, if known.  If unknown, you may still send the invitation, then follow 'Option 2' instructions.

Several individual patients can be invited at once by clicking '+ Invite Another Patient' and following the steps above.

Step 2 - When ready, click 'Invite Patient(s)'

Step 3- A pop-up will appear displaying the name of the healthcare provider, the clinic and the patient(s) you are inviting.  

In the following example, the 2nd patient's email address and mobile number were not added; follow 'Option 2' instructions.

Ensure that this information is correct, then click 'Confirm and Invite'.

A green flag will let you know the invite(s) sent successfully.

Step 4 - Review the next screen, then click 'OK'.

Refer to the following article for patient instructions:

Join Your Healthcare Provider's Virtual Clinic When Invited - Under Option 1

The list of 'Invited Patients' are found under:

• 'Clinic > Invite Patients', or
• 'Clinic > Patients'

Step 5 - Scroll down to 'Invited Patients'.  

• 'Default columns' include Patient Name, Provider Name, Date Invited, Date Accepted, Phone Number, Email, Invite Code, and Status.  'Columns' may be customized by clicking the columns icon to the right of the 'Status' search bar.
• 'Search' for a patient by name, email, provider name and/or status.
• 'Status' includes Pending, Accepted, Expired, or Error Sending.
• If you hover over a line in the list, the 'Resend Invite' and 'Remove Invite' buttons will appear along the right, for your use if needed.

              OR    

• Patients who have accepted the invitation, created their SK Virtual Visit account and taken the steps to join your clinic will appear as 'Accepted' and will disappear from this list after a brief period of time (approximately 72 hours).
• Patients who were previously invited and re-invited a second time will not receive a second invitation, nor will they appear here.

Option 2 - Invite Patients with an 'Invite Code'

All patient invitations are issued an 'Invite Code'.

The list of 'Invited Patients' are found under:

• 'Clinic > Invite Patients', or
• 'Clinic > Patients'

Step 1 - Scroll down to 'Invited Patients'.  Their 6-digit code will appear under 'Invite Code'.         

Step 2 - Provide this 'Invite Code' to them verbally.

Refer to the following article for patient instructions on their process:

Join Your Healthcare Provider's Virtual Clinic When Invited - Under Option 2

Option 3 - Upload a 'CSV' File

This option allows your clinic to invite multiple patients all at one time.

Step 1 - On the 'Invite Patients' screen, scroll down to 'Upload File to Invite Multiple Patients'.  If you are the office administrator/ staff with more than one healthcare provider, select the healthcare provider's name from the 'Provider' drop-down.

Step 2 - Tap, 'Click here to download CSV Template'.

Step 3 - Open the .CSV template.  IMPORTANT:  DO NOT alter Row 1 (the Headings row) as it must remain intact.  Doing so will create an error.

Step 4 - Enter patient's first names, last names, emails, and phone numbers into each column, starting on Row 2.  REMEMBER:  DO NOT add parentheses or dashes in the phone number field and if any information is unknown, leave the cell empty or blank.

Step 5 - The file must be Exported and Saved to .CSV. 

• Save the CSV template to a secure folder, by clicking ‘File’, then ‘Save As’, give it a file name, ensuring the file extension remains as .CSV and ‘Save’ to your laptop/computer.

FOR PC USERS:

• Save the CSV template to a secure folder, by clicking ‘Export To’, then select ‘CSV’. 

• Note:  Do not click ‘Include Table Names’.

• Click ‘Next’

• Give the file a name, and ‘Save’ to your laptop/computer.

FOR MAC USERS:

Step 6 - Under ‘Upload File to Invite Multiple Patients’ select ‘Import CSV’.  Locate the CSV file you saved and select it.

A message will appear letting you know the CSV import was successful.

You may 'Search for a Patient' who have created an account and joined your clinic under 'Clinic > Patients'.  See - Search for a Patient in SK Virtual Visit

Additional info - I Am Searching for a Patient, But Cannot Find Them in my Virtual Clinic