When a Virtual Visit is scheduled for a patient, they receive a confirmation email and/or SMS. The message can be customized (see Customizing Patient Appointment Notifications).
⚠️ Important: When possible, use email notifications (which are free) instead of SMS messages (which come at a cost when you exceed your clinic's monthly limit). See SMS overage charges.
The patient also receives an email and/or SMS message 5 minutes before their Virtual Visit appointment, asking them to join the virtual visit.
Starting a Virtual Visit with your Patient (recommended workflow)
Select a virtual visit appointment
A new encounter (associated with that specific appointment) opens.
From the Patient List, select the Virtual Visit tab and click the patient name.
📌 Note: The green halo around the Patient Avatar indicates that the patient is online.
The Virtual Visit window appears.
💡 Tip: We recommend you send a short message to the patient to make sure that they are ready.
Click the camera icon at the bottom of the screen to start the visit.
Ending a Virtual Visit with your Patient
Click the red phone icon in the centre of your screen to end the call.
Click x Close to end the entire Virtual Visit.
Last updated: January 2021