How to Start a Patient Consultation using a Mobile Device - Instructional Video
Features covered in this article include:
- Download the 'SK Virtual Visit' APP / Log Into Your Account / Get Started
- Run the 'Pre-Call Test'
- Start a Scheduled 'Patient Consultation'
- The 'Menu' Tab Features
Before you start a ‘Patient Consultation’ on the SK Virtual Visit APP, you must first:
See Article: How Do I Request an Account to use SK Virtual Visit?
See article: Email Invite - JOIN Your Clinic as a Care Team Member |
Download the 'SK Virtual Visit' APP / Log Into Your Account / Get Started
Step 1 - Go to either the Apple App Store or Google Play store, search for SK Virtual Visit and Download/Install:
- Apple App Store for Apple mobile cell phone and tablet products
- Google Play Store for Android mobile cell phone and tablet products
Apple App Store screenshot: Google Play Store screenshot:
Step 2: Once downloaded, click ‘Open’ from either the Store OR click the icon on your screen.
Apple App Store screenshot: Google Play Store screenshot:
Mobile Device screen icon:
Step 3 - Initially, after downloading and first opening the app, you will see this green screen. Click the 'Log In or Sign Up' button. (This screen will only appear the first time you use the APP. Afterwards you will be taken directly to the Login screen after opening the app).
Step 4 - Enter your 'SK Virtual Visit' clinic user account login credentials (email address and password), then click 'Login'.
Step 5 - You will be directed to the 'Home' screen. Press 'Home' along the bottom of the screen at any time, to return to the 'Home' screen.
If you are connected with more than one virtual clinic, you must select the clinic you are currently working in. Click the drop-down arrow beside the clinic name at the top of the 'Home' screen, then choose your clinic.
On Apple devices, the selections appear at the bottom of the screen. After making a selection, tap ‘Return’.
On Android devices, they appear at the top of the screen. Simply tap the clinic name to select it.
Apple App Store screenshot: Google Play Store screenshot:
Run the 'Pre-Call Test'
The Pre-Call Test is a brief 30-second check of your device’s camera, microphone and connectivity.
It is recommended you run this test each time you log into the ‘SK Virtual Visit’ APP (or more often if desired) to ensure everything is working properly on your device before you begin virtual sessions.
Step 1 – On the bottom of the ‘Home’ screen, click 'Menu’, then select ‘Pre-Call Test’.
Step 2 – Review the ‘Test Audio/Video Quality’ screen, then click ‘Start Test’.
Step 3 - The first time you use the 'SK Virtual Visit' APP and 'Test Audio and Video', you will be prompted for permissions to your camera and microphone. If you have done this previously and you see 'Allowed' for both camera and microphone, skip this step.
Click ‘Not Allowed’ for each. Click 'OK' (Apple devices) or 'Allow' (Android devices). Note: this can also be done under your 'Device Settings'.
Apple iOS: Android:
OR
Both Camera and Microphone should say 'Allowed'.
Once they do, click 'Next' (Apple device) or 'Done’ (Android device).
Step 4 – The test will proceed. Ensure your device is on a stable surface and speak, so your camera and microphone are tested properly.
If the Pre-Call test fails or the results are bad:
- Make sure other applications on your device are not using your microphone/ camera or are closed.
- Double-check your internet connection.
- Make sure your microphone and camera are Enabled/Allowed under your ‘Device Settings’ for the ‘SK Virtual Visit’ APP.
Step 5 – After receiving a successful test, Go Back to the 'Menu’ screen by clicking the (on Apple iOS) or (on Android) in the upper-left corner of the screen.
Step 6 - Press ‘Home’ along the bottom of the screen, to return to the ‘Home’ screen.
Start a Scheduled 'Patient Consultation'
Step 1 – On the bottom of the ‘Home’ screen, click 'Consultations'.
Step 2 - You will be directed to the ‘Active and Pending’ screen:
Step 3 - You have the options to see scheduled appointments for 'Past & Today', 'Today', or ‘Past' by clicking the drop-down arrow near the top of the screen.
On Apple devices, the selections appear at the bottom of the screen. After making a selection, tap ‘Return’.
On Android devices, they appear at the top of the screen. Simply tap on one to select it.
Apple iOS: Android:
Step 4 - Locate your patient consultation.
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Within the patient consultation frame, there are 3 dots.
Depending on the appointment status, when you tap the '3 dots', you will see options, such as:
- Get Join-In Information (info to send to guests being invited to attend)
- View Participants (this feature only appears if additional care team members from the host’s virtual clinic are invited to attend)
- Set As… (Pending Imaging, Pending Labs, Pending Other, Referred to Specialist)
- Cancel/Decline Meeting (‘Cancel’ if you are the host or admin/’Decline’ if you are an invited participant or their admin)
- Archive Consultation
Step 5 - When ready to start, find and tap onto your patient consultation to enter the appointment.
Note: When you initially enter the consultation, the patient will not realize you are there, nor can you message the patient until you do ‘Step 6’. This gives you a chance to review the appointment info ahead of time, as well as leave the consultation and return when ready to meet with the patient.
Step 6 - To start your appointment with your patient, enter the consultation, then click 'Enter Consultation' at the bottom of the screen.
You will have access to features that are similar to those seen in the web version of ‘SK Virtual Visit’.
- Along the bottom of the screen, you can message (chat with) the patient, as well as upload photos or documents to the ‘Chat’.
- As well, at the top-right of the patient consultation screen, there are 3 dots.
Step 7 - Click the ‘three dots’, to access these features:
- Get Join-In Information (info to send to additional participants being invited to attend)
- Start Video Chat (start video with patient and invited participants)
- Set As… (Pending Imaging, Pending Labs, Pending Other, Referred to Specialist)
- Cancel Consultation
- Archive Consultation
Step 8 - After you confirm that the patient is in a private and quiet setting and you have their permission to proceed with video, click the ‘3 dots’, then the ‘Start Video Chat’ button.
Apple iOS: Android:
Step 9 – On the ‘Start Video Chat’ screen, choose your video preferences:
- Select who you would like to join the video by checking their name.
- You may prevent certain participants from joining the video by unchecking their name and checking ‘Prevent other consultation participants from joining’.
- You can start as many videos during the active consultation as necessary, adding and preventing participants as desired.
- Enable your microphone, camera and remember your preferences (optional).
Step 10 - When ready to start the video, click 'Start Video Chat' at the bottom of the screen.
Step 11 – Once your patient enables their video/audio and accepts entry into the video, they will arrive in the video with you.
Step 12 – Along the bottom of the video screen, you will see the following features:
- X Leave Call (leave video – see below)
- Mute/Unmute (own audio)
- Camera (turn own video off/on)
- Flip Camera (flip camera front/back)
Step 13 - Invited participants who are part of your virtual clinic, will automatically enter the video chat.
Invited participants from outside of your virtual clinic, will have to be 'Admitted' by you (the host). Once admitted, they will enter the video chat.
Step 14 – At the top-right of the video screen, there are 3 dots. Click the ‘three dots’, to see additional features:
- View Participants (a list of participants in the video chat - seen by ALL in the video call)
- Mute All Participants (available to video host and other participants who are part of the host's virtual clinic)
- Dial In (dial participants in by phone to video chat)
- Video Text Chat (Chat is seen by ALL consultation participants, whether they are in the video call or not)
- Get Join-In Information (info to send to additional participants being invited to attend)
Participants from Host’s Virtual Clinic: Participants from Outside Host’s Virtual Clinic:
Step 15 - The 'Leave Call' button provides two options to choose from:
- 'Leave Call' - Allows participants to leave the video and re-enter it (as long as the video is still active and they are allowed re-entry (available to ALL participants).
- 'End Call For All' - ends the video meeting for everyone (available to host and other care team members who are part of the host’s virtual clinic).
- Tap 'Yes' to confirm.
Remember, with patient consultations, you can start as many videos during the active consultation as necessary, adding and preventing participants as desired.
Step 16 – Once you have completed your patient consultation, it should be ‘Archived’. Click the ‘3 dots’ at the top-right of the patient consultation screen, then tap ‘Archive Consultation’. Click ‘Yes, archive consultation’ to confirm.
If you do not, these appointments still appear under the 'Active' tab in the patient's account, which can be confusing to them.
Step 17 – Click the ‘ Back’ button, found at the top-left of the screen, to return to the ‘Active and Pending’ screen.
The consultation will remain in the ‘Active and Pending’ screen for approximately 3 hours. This allows time for further action, if any is required.
After that time, ‘Completed’ consultations may be searched for on the web under ‘Consultations’ > ‘Search for Consultations’.
The ‘Menu’ Tab Features
Step 1 – On the bottom of the ‘Home’ screen, click 'Menu’.
The following features are available:
PROFILE |
Information you entered when creating your account. You may change your Profile Picture, Display Name, or Password only. All other changes must be made by contacting your HSP.
|
PRE-CALL TEST |
This 30-second test checks your internet connectivity, your device’s camera and microphone and quality.
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HELP |
Directs you to SK Virtual Visit Zendesk support.
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ACCESS AND USE POLICY | The SK Virtual Visit Clinic User Policy, agreed to when creating your account. |
APPLICATION VERSION | The SK Virtual Visit version you currently have installed on your device. |
LOGOUT | Logout of your SK Virtual Visit account – Recommended Action. |