There are two different ways to engage in a Virtual Visit.

1. Through a Scheduled Virtual Visit - this refers to an appointment that is already booked and is on the schedule within the CHR.

2. Through an Unscheduled Virtual Visit - this refers to a patient visit that is being conducted without a booked appointment (example: a virtual walk-in clinic).


Each patient visit is organized into 2 (default) Phases within the Pathways Module:

  1. “PRE VISIT” - the phase before the actual virtual visit ("virtual waiting room")

  2. “VISIT” - the patient's virtual visit phase

The Phases can be customized according to your clinic's needs. A third phase can be configured if your clinic has various tasks to complete post-Virtual Visit.

Please speak to your InputHealth Implementation/ Support Team who will customize your settings accordingly.

Initiating an UNSCHEDULED Virtual Visit

An unscheduled virtual visit can only be initialed from within the Pathways module, not from the patient chart.

Click the + sign in the Pre-Visit OR Visit column and select Without Appointment.

  • A new window will open.

  • Search for your patient or create a new patient by clicking the below icon

  • Another window will open

  • To proceed with the visit, select Virtual Visit, and choose a Presenting Issue.

Important Note: A presenting issue must be selected to be able to proceed.

If you do not have a specific reason, a suggestion would be made to create a placeholder presenting issue (for example "Virtual Visit")

  • Click on the blue button that corresponds with the (default) initial Phase in Pathways - Pre Visit Phase.

The patient has automatically been added to Pathways, Pre-Visit Phase.

  • Click Send Invitation to provide the patient with a link to join the virtual visit session.

  • A new window will appear, allowing you to select the notification delivery method.

  • Click Invite to Virtual Visit to finalize sending out the invite.

Starting your Virtual Visit

Patients will automatically receive a notification to start their virtual visit (5 mins prior to the visit). This notification includes a secure access code that they need to enter.

The patient is asked to agree to proceed with a virtual visit when they check-in to their virtual visit. This is a built-in feature to allow for appropriate consent prior to proceeding with the virtual visit. This also ensures that the patient has a functioning camera and microphone.

Once the patient has agreed to proceed, you will see the following three boxes with green checkmarks indicating that the patient is ready.

You have the option of starting the video chat, resending the invitation (if the patient has not checked in), and/or refreshing the above window.

Once you are ready to start the virtual visit, click the "Start Video Chat" button.

  • The virtual visit screen will automatically open

  • If you wish to start your video, hover over the AUDIO ONLY button and select START CAM button.

Note: The patient also has control over the Audio/ Camera button. This allows both parties to switch on/off the camera independently when they want to.

During the Virtual Visits, you can use the chat feature to send the patient an instant message through the secure portal.

Completing the Virtual Visit

Once your virtual visit is complete, you can simply select the red phone icon on your video session. This will disable both video and audio access.

Finally, you can click on the Phase icon and select 'End Virtual Visit.' The patient chart will now be removed from Pathways and from the Virtual Visits panel.

Last Updated 11.2020

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