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Inviting a guest to a virtual visit
Inviting a guest to a virtual visit
Updated over 8 months ago

⚠️ Important: This is a new feature being rolled out in phases. If you would like to start using TELUS Collaborative Health Record (CHR) Connect, contact chrconnectsupport@telus.com.

There may be times when you need to have multiple people join one virtual visit call. Some common reasons are:

  • A patient wants to include their caregiver, so that they can provide support, extra information and help with any post-visit actions.

  • A patient wants to invite another health practitioner to collaborate on their presenting issue.

  • A provider wants another provider at their clinic to join the virtual visit, so that they can work together to provide better care.

The TELUS Collaborative Health Record (CHR) Connect allows for providers or patients to invite a maximum of ten guests to a call.

📌 Notes:

  • For security reasons, the guest link can only be used once.

  • The visit can only be associated with one patient.

  • Guests can access CHR Connect via the desktop version (https://chrconnect.telushealth.com) or by downloading the app from the Apple App Store or the Google Play Store. Refer to our patient-facing article on how to get started: Setting up TELUS CHR Connect.

💡 Tip: Multiple providers from the same clinic can join the same virtual visit without being invited as a guest. They can join the visit from the pathway card like they normally do. When the first provider joins the virtual visit, the second provider sees Join Video Chat on the pathway card instead of Start Video Chat.

Patient inviting guests

Staff must first allow patients to invite guests.

  1. From the patient's open pathway card, click the Chat Settings tab.

  2. Beside Enable inviting guest, click the toggle to enable it.

  3. The patient can now invite guests from their visit window.

    • The patient clicks the invite guest icon beside the end call icon. The Invite guest window opens.

    • The patient must enter the guest's email or phone number, and click Send invitation. An invitation is sent to the guest.

  4. The guest must:

    • Click the invitation link. If they are on a computer, the Connect website opens. If they are on a phone or tablet, the Connect app opens.

    • Enter their name in the Full name field.

      📌 Note: The name they enter will be provided to you when they request to join the visit.

    • Click Login. The Welcome to your visit window opens.

    • Click to acknowledge the terms and conditions, and click Continue.

    • Click Ask to join.

  5. You must allow the guest to enter the visit. From the patient’s open pathway card, click the Chat tab.

  6. A new chat appears, showing the guest’s name. Click Allow and the guest joins the virtual visit.

    📌 Notes:

    • If you do not want the guest to join, click Deny.

    • Do not use Pending.

  7. Continue your visit as you normally would.

Provider inviting guests

  1. The provider must invite guests prior to starting the chat. From the open pathway card, click Invite Guest, and the Virtual visit for a guest window opens.

  2. From the Delivery method list, choose to send the invite via SMS, Email or Both.

  3. Enter the guest’s Phone number and Email address in the appropriate fields.

  4. Click Invite a Guest to Virtual Visit, and an invitation is sent to your guest.

  5. The guest must:

    • Click the invitation link. If they are on a computer, the Connect website opens. If they are on a phone or tablet, the Connect app opens.

    • Enter their name in the Full name field.

      📌 Note: The name they enter will be provided to you as confirmation before they enter the visit.

    • Click Login. The Welcome to your visit window opens.

    • Click to acknowledge the terms and conditions, and click Continue.

    • Click Ask to join.

  6. You must allow the guest to enter the visit. From the patient’s open pathway card, click the Chat tab.

  7. A new chat appears, showing the guest’s name. Click Allow and the guest joins the virtual visit.

    📌 Notes:

    • If you do not want the guest to join, click Deny.

    • Do not use Pending.

  8. Continue your visit as you normally would.

Updated January 19, 2024

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