Secure Video: New Session Now


*Please ensure you have installed ZOOM before completing the below steps.

  1. Once you login
  2. From the Videoconference Dashboard:
  3. Select the New Session Now button:
  4. now2.pngAdd your participant details below:
    1. Participant Name or Initials:  Add the name of the invitee (or initials):
      • 2 character minimum
      • Previously used contacts will auto fill
    2. Session Invite and Reminders: Decide how you want this participant to be invited:
      • E-mail invitation: A text field will ask you for participant's email.
      • Text Message Invitation: A text field will ask you for the participant's cell phone.
      • No Invitation: No invitation will be sent once scheduling is complete.
    3. Participant Time Zone: Select the participant's time zone
    4. Show Participant Documents:  Select the package of electronic clinical documents that are appropriate for your consultation.
    5. Click here to require payment: If session payments are setup up on your account, and you wish to require payment for this session.
      1. Select the Click here to require Payment link at the bottom of this window
      2. Service: Select the applicable Account Service from the drop-down menu.
      3. Payment Required ($): Enter the amount the client will be required to pay in order to attend the session. This amount field will auto-populate based on defined pricing in your services formulary and can be easily edited here to adjust the payment amount.
      4. Now select the Save button to schedule your Videoconference.  
      5. Back on your dashboard, find the Session you just created and select the Enter Meeting button:

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request


Powered by Zendesk