How To Schedule a Virtual Consultation

Schedule a Virtual Consultation

This guide walks you through how to schedule a virtual consultation in the platform. The process is the same as creating an on-site appointment, which we’ve covered in this article ("How To Make a Consultation Appointment").

We’ll show you how to easily identify virtual appointments in the Schedule View by the video icon as well as what the interface looks like when joining the virtual call, including the quick checks you can do for your camera, microphone, and speaker before starting the session

Step-by-Step

1. Go to "Schedule"

2. Click the icon in the top right corner to create a new appointment

3. Select a patient

4. Select "Consultation"

5. Select the correct location for the appointment from the dropdown menu

6. Select a treatment provider

7. Click the "Virtual" field button to set the appointment as a virtual consultation

8. Click on "Add" under Services

9. Select a service and then click on "Add"

10. Select a date

11. Then, select the time for the appointment from the available time slots

12. When you’re finished, click "Create" to save the appointment. Remember, you can also add internal notes under "Notes" or send instructions for the patient to view under "Send personalized instructions"

13. Click on "Create"

14. In the Schedule Overview, you can now see that the consultation is a virtual appointment, indicated by the video icon next to it

15. When it’s time for the virtual call, click on the appointment in the Schedule. A panel will appear on the right, from there, simply click "Join Online" to continue

16. A new window will open, and before entering the call, you’ll have the option to test your camera, microphone, and speaker to ensure everything is working properly. The patient will have the same options on their end before joining. Once ready, click "Join Call" to begin the session