Video Tutorial: #
Written instructions: #
- Log into your clinic account, click the Send Exam Invite button located at the top-right corner of the screen. A disclosure popup asking you to accept the terms and conditions will pop up.
- To proceed, click the Accept button. This opens the Invite Patient window.
- Choose the exam you want to send using the Exam dropdown. Multiple selections can be made from this dropdown.
- Moving to the Patient Details heading, use the First Name field to record the first name of the patient you are sending the exam to.
- Similarly, enter patient’s last name in the Last Name field.
- Use the Email field to enter the email address of the patient. Similarly, enter the email addresses you want the email to be copied to using the CC Email 1 and CC Email 2 fields.
- Enter the contact number of the patient in the Phone Number field.
- Select the patient’s date of birth using the Date of Birth date selector as well as entering your patients gender in the dropdown.
- Once the required selections are made, click the Send Invite button. As a result, the patient will receive an email and text message with the provided email address and phone number. Your patient can click “begin video consultation” to connect with a provider instantly from their device.
- As an invite is sent, a success message is displayed at the top-right corner of the screen that says “Invite sent successfully”. This means that your patient will receive a text message and an email with their personalized screening link.
- In case you want to connect to the provider instantly, click the Connect Instantly button.
- A popup will display on the screen asking you to confirm that you want to call the provider. To confirm, click the Call Provider button.
