- Invited participants/guests are permitted into the video portion of a patient consultation only.
- If recurring consultations were scheduled, each appointment will have its own unique video link, meeting ID & passcode, therefore these steps will have to be taken for each appointment.
Invite Guests/Participants Before Entering the Patient Consultation
Step 1 - Click 'Schedule' OR 'Consultations' from the left navigation bar.
Step 2 - Select the scheduled consultation, then click for Video Info/Details.
Step 3 - If you are on the 'Schedule' screen, you will see the following pop-up. Click 'Get Shareable Invitation'.
Step 4 - You will be directed to the 'Video Information' screen - Choose one of the three options available to send to your participant(s):
- 'Copy' - The copied information includes the web URL link ('https...') ONLY, which you must 'paste' into the body of any email platform you choose to use. No meeting date or time is provided.
- 'View Meeting Invitation' - opens a screen that displays all the Meeting Invitation info, including the web URL link, Meeting ID and Passcode, date and time (if a scheduled meeting), and instructions, which you must 'Copy' & paste into the body of any email platform you choose to use.
- 'Invite via Email' - opens your computer's default email platform to send the meeting information. All meeting invitation information will automatically generate into the body of the email.
Note:
- You will require your participant's correct email information.
- The invitation may be sent by SMS text however, at this time, the Meeting ID and Passcode will have to be sent manually. See article - 'Invite Patients/Participants to a ‘Meet Now’ Video Meeting via SMS Text Message'
The invited participants will be notified by email with instructions, appointment details, such as date and time, meeting link, meeting ID & passcode.
Note: if recurring appointments were scheduled, each appointment will have its own unique video link, meeting ID & passcode, therefore these steps will have to be taken for each appointment.
Invite Participants After Entering the Patient Consultation
Invite Members of Your Care Team (i.e. Clinic Admin):
Step 1 - Click the '+Add' button.
Step 2 - Click 'Add Care Team Member'
Step 3 - From the drop-down menus, select the care team member type (Office Administrator, Clinician or Hybrid) and their name, then click 'Add Selected Care Team Member'.
A green banner will appear, letting you know they have been assigned to this patient consultation.
Note: they must be logged into their SK Virtual Visit account, then join from either the 'Consultations' or 'Schedule' tab.
Invite Guests (i.e. Clinicians from outside your clinic, caregivers, family members)
Step 1 - Click the '+Add' button.
Step 2 - Click 'Get Join-in Information'
Step 3 - Choose one of the three options available to send your participant(s) the information:
- 'Copy' - The copied information includes the web URL link ('https...') only, which you must 'paste' into the body of any email platform you choose to use.
- 'View Meeting Invitation' - opens a screen that displays all the appointment video info, including the web URL link, Meeting ID and Passcode, date and time (if a scheduled meeting), and instructions, which you must 'Copy' & paste into the body of any email platform you choose to use.
- 'Invite via Email' - opens your computer's default email platform to send all 'Appointment Information'. All appointment information will automatically generate into the body of the email.
Note:
- You will require your participant's correct email information.
- The invitation may be sent by SMS text however, at this time, the Meeting ID and Passcode will have to be sent manually. See article - 'Invite Patients/Participants to a ‘Meet Now’ Video Meeting via SMS Text Message'
The invited participants will be notified by email with instructions, appointment details, such as date and time, meeting link, meeting ID & passcode.
Invite Guests via Phone After Starting the Video Chat (audio access only):
Step 1 - Click the 'Video Chat' button.
Step 2 - Choose your participants, enable your camera and microphone, then click 'Start Video Chat'.
Step 3 - Click 'Dial In'.
Step 4 - Enter their name and phone number, then click 'Dial In Now'.
Multiple participants may be dialed into the video meeting, one at a time. Note: they will have audio access only and not see the video.