Secure Video: Add Additional Participants

If you would like to invite an additional participant to any existing session, please follow these instructions to complete this.

1. Once you login
2. On your Videoconference Dashboard, find the existing session you would like to add additional participants to.
3. Select the Add Participant button within the existing session
   
         
4. Add 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 add the new Participant:
         
5. The participant will be added to the right or directly below the first participate invited:
   
         
6. You can repeat steps 2-5 for each additional participant you would like to add to your session: