Book an appointment directly from the Patient's Timeline
1. Click calendar icon from patient's timeline to book an appointment.
2. Be sure to change the appointment type to virtual
3. Choose the virtual service you would like to book for the patient
4. After finalizing the appointment, be sure you send their appointment notification via sms and email as it contains their meeting link!
The patient's communication via sms and email will contain their meeting link automatically, so do not forget to send their booking confirmations at the time of securing their visit!
The patient will be prompted to input an OTP (one-time passcode) code that will send to their phone immediately before joining the meeting.
Locating the Patient's Appointment to Start the Virtual Visit
5. When it is appointment time, an easy way to begin the meeting as the provider that the meeting was booked with, is to click the 3 dots in the upper right hand corner from their timeline, and click upcoming appointments at the bottom of the list.
6. You will then see the upcoming virtual appointment. Click directly on it to pull up the appointment details.
7. From there, you'll see the option to Join the meeting. Keep in mind, only the provider whom the appointment was booked with can join the meeting. Other users will not have access to this button at this time.
8. As the provider, this is what it will look like when you join the meeting. When the patient joins on their end, they will fill the big space with their video so you can conduct the chat and meeting with them.
9. During the visit, you can also go ahead and create a health appointment to check paperwork, take notes, and auto transcribe the meeting with your patient. Click the play icon in upper right hand corner and choose health to do this. You can also do these steps following the visit based on your flow.
10. When you are in the health procedure tied to their encounter, you will go through all of the procedure steps. This first step confirms the appointment details are correct.
11. The, you can title the encounter in the "chief complaint" field at the top, and provide any additional notes from dot phrases, etc.
The transcription will auto populate here after the meeting is finished with the patient.
12. You can double check and review questionnaires completed by the patient, and if they have not completed them you can fill them out together on their behalf if needed.
13. Next step you'll confirm the consents that are required are filled out. If during the meeting you see the paperwork has not been signed, you can direct the patient to login to their patient portal and sign the consent on their side in real time.
14. Following the virtual visit and after saving the procedure, your virtual encounter will be located at the top of their timeline, and you'll see the transcription from the meeting soon after.
If you are charging the patient for their virtual visit, be sure to hit take payment from the chart to create and complete their invoice for the day. Helpful tip! If Text2Pay is an available option for you, you can easily generate and send the invoice link to patients' phones for them to pay their invoice via phone. (text2pay is only offered for Stripe users at this time.)
Be sure to check out the related links for conducting virtual visits on the web!