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 'Consultations' Tab
Step 1 - From the left navigation bar, click 'Consultations', then 'Active and Pending'.
Step 2 - Under the filter that allows users to view appointments happening today, or those that were scheduled for the past or both, choose 'Today'.
Step 3 - Find your meeting. Click ' Enter Meeting'.
Step 4 - Review the messages on the 'Start Meeting?' screen. Click 'Start Meeting' when ready to begin.
Note: The 'Don't Start Yet' button will take you back to your 'Active and Pending' screen.
Step 5 - You will be prompted to 'Allow' your camera and microphone for this website. Click 'Allow' for each.
Step 6 - The Meeting Information Screen - Choose one of the three options available to send your participant(s) the meeting 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 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 all 'Join-in 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 participants will be notified by email with instructions.
Step 7 - Once the invitation has been sent to participant(s), wait for them to arrive. Those who are joining using the meeting URL link, will have to be admitted.
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Scenario 1:
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Scenario 2:
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Anyone you decline will receive the following message.
The 'Schedule' Tab
Step 1 - From the left navigation bar, click 'Schedule'.
Step 2 - Choose the View where you would like to find your appointment. (The screen defaults to 'Weekly' view).
Step 3 - Find and click on the scheduled meeting that you would like to enter. From here choose the 'Enter Meeting' icon. This will take you into the meeting.
Additional Video Meeting Features:
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Video Meeting Summary |
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Past Meetings |
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The 'Search' criteria includes:
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You may also:
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