Connect and Consult Instructions

Step 1 - Create a Remote Appointment Type

After the connect & consult feature has been activated for the practice you will be able to add a remote appointment by following the below steps:

Go to 'Admin' > 'Appointment' > 'Appointment Types' > Select +. > Add Your Appointment Information > Set Location as Remote > Select 'Save'. 

Step 2 - Book the patient in for the remote appointment. 

Similar to booking an on-site appointment simply select the slot in the appointment book and select the remote appointment. Once you have added the appointment into the book a camera icon will appear on the appointment type indicating that the appointment is a remote appointment. See below:

Step 3 - Ask the Patient to Register For the Portal if they have not already done so.

If the patient has not registered for the patient portal yet we would recommend sending them an email prior to the appointment with the steps on how they can register.

Step 4 - Invite the Patient to Join the Video Consultation.

You can invite the patient to join the consultation by going to the 'Treatment' section > 'Waiting Room'. See below:

Once you have selected 'Invite Patient' the below screen will populate. You will be notified to activate your camera to proceed simply select 'Allow'. 

At this point the clinician can also communicate with the user and end the appointment.

Step 5 - The Patient Select's join appointment on the Patient Portal. 

The below notification will populate on the patient portal notifications section. The patient selects ' Join' to join the online consultation.

The patient will be notified to activate their camera and sound. Once they select yes and their screen populates they will be able to join the appointment by selecting Join appointment. See below:

Step 6 - Clinician Joins the meeting.

Once the patient has joined the clinician will be notified. See below:

To join the clinician simply selects join appointment. See below:

After the clinician has joined the meeting they will be able to carry out the remote consultation. See below example: