Virtual appointments are booked the same way as other appointments, except you select the Virtual Visit tab instead of Physical Visit.

💡 Tip: if you are booking a phone visit, select Physical Visit, since the workflow for a virtual visit is more complex than is necessary for a phone visit.

Steps

1. Select Schedules from the main menu.

2. Click the time on the schedule to book the appointment. If you are viewing multiple providers' schedules, or are in week view, ensure you click on the time in the appropriate column for the correct provider or day of the week.

3. When the appointment booking window opens, select the Virtual Visit tab. A note is displayed, indicating that the virtual visit invitation will be sent to the patient by 5 minutes prior to the appointment time.

💡 Tip: if you change your schedule to view the Virtual location, when you book an appointment the Virtual Visit tab will automatically be selected.

4. Complete the appointment booking as you normally would. For more information, see Booking appointments.

Virtual visit appointments appear with a video camera icon on the schedule.

Updated July 16, 2021

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