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.
The 'Consults' Tab
Step 1 - From the left navigation bar, click 'Consults', then 'Active and Pending'.
For more details on this screen, see article: CONSULTATIONS > ACTIVE & PENDING - Manage Scheduled Appointments |
Step 2 - Choose 'Today', under the filter that allows users to view appointments happening today, or those that were scheduled for the past or both.
Step 3 - To view or enter the consultation, click 'Enter Consultation'.
Step 4 - To continue, see the 'Additional Features' below.
The 'Schedule' Tab
Step 1 - From the left navigation bar, click 'Schedule'
Step 2 - The schedule defaults to the 'Week' view, however you can switch to 'Day' view, if preferred.
Step 3 - Find and click on the scheduled patient consultation that you would like to enter. From here choose the '+' or 'Enter'. This will take you into the consultation.
Week View:
Day View:
Step 4 - To continue, see the 'Additional Features' below.
Additional Features
'View' vs 'Start' Consultation |
At first, you are only 'viewing' the consultation. The patient will not realize you are there nor can you yet message the patient. This gives you the opportunity to review the consult info, back out and return to the next step when ready to start the consultation with the patient.
- Click 'Enter Consultation' at the top of the chat area when you are ready to begin.
'Message' Patient |
You may chat with the patient via the 'Message' box.
- Type your message, then click 'Send'.
'Alert Patient' |
- With virtual consultations, distractions can happen that can prevent a patient from arriving on time for their appointment. They may even indicate they are ready, then are absent when you arrive, or they could go silent during the consultation.
- Providers or their clinic admin may send a quick message to the patient to alert them. This message gets pushed via SMS text or a chat message within the consultation itself.
- If the patient has the SK Virtual Visit app installed and has 'notifications' enabled for the app, they will also hear an alert.
Step 1 - From within the consultation, click the red 'Alert Patient' button.
Step 2 - Enter a brief, generic message to alert the patient, remembering not to use personal information (no names or health issue) to ensure privacy. i.e. "Your appointment has started. Please join right away."
Step 3 - Check :
- 'Push Notifications' (sends alert message to consultation chat)
- 'Sms' (sends alert text to patient's cell phone))
Step 4 - Click 'Alert Patient'.
Your patient will receive the alert message.
Video Call |
You can start as many video sessions during the active consultation as necessary, adding and preventing participants as desired.
Step 1 - Click ‘Video Chat’ at the top of the chat area.
Step 2 - Camera/microphone permissions - Check to enable your microphone, camera and remember your preferences (optional) for this video session.
Step 3 - Prevent/allow certain participants from joining the video by checking/ unchecking this box and checking/unchecking their name. Checking this box will also prevent anyone who was sent the video URL information from joining the video.
'Prevent Other Consultation Participants From Joining' is UNCHECKED. |
'Prevent Other Consultation Participants From Joining' is CHECKED. |
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Step 4 - When ready, click 'Start Video Chat'. You will be taken directly into the video.
Step 5 - If prompted, 'Allow' your camera and microphone on your browser for this website. If you do not, your device camera/microphone will be blocked. Note: after allowing here, you may still turn your camera and/or microphone off within the video, if necessary.
Once your patient enables their video and audio and clicks 'Join Video Chat', they will arrive in the video. |
Step 6 - If other guests besides the patient have been invited, you will be prompted to allow or decline them access. Check with your patient before declining someone, as your patient may have invited a family member or caregiver.
Anyone you decline will receive the following message.
See article - End the Video Call Within a Patient Consultation
Upload Files (Photos, Documents or Videos) |
See article - Upload a File (Photo, Video or Document) During Your Virtual Appointment
Phone Call |
- Useful when a patient may be having technical difficulty getting the video to work or their bandwidth is poor.
- The phone call uses an actual phone line, not voice-over Internet (VoIP), so works when internet bandwidth is poor.
- The phone call is between two persons only, the host and the patient and has no video.
- The healthcare provider's phone number is always kept hidden.
Step 1 - Click ‘Phone Call’ at the top of the chat area.
Step 2 - The patient's phone number will automatically generate from the information they entered into their account profile. If no number comes up, you can type their number in. Type in your landline or cell number (your number remains hidden from the patient), then click 'Start Phone Call'.
The system will call you first. After you answer, it will automatically call your patient/participant.
Archive Patient Consultations |
See article - Complete and Archive a Consultation
Another info article - Patient Consultation Screen Quick Guide. |