Invite to a video consultation

Invite to an appointment from the main menu

1. Click on Invite to an appointment from the main menu.
2. Fill in the mobile number. If the patient is already registered, the name will appear in the search results and you can simply click on the name. If the patient does not appear, click on Register new participant and fill in the patient’s contact information in the respective fields. The fields that have an asterisk (*) are mandatory to complete. 
   
   
3. Repeat the above step until all participants have been added and click Next.
4. Under Visitor details, specify the date, time and duration of the appointment. Fill in the Description of the matter field (note that this will be visible to the patient) and click Next.
   
   
5. Select the payment option that applies and click Next.
6. When you arrive at a confirmation page, you will see a summary of the appointment invitation. Make sure that everything in this section looks correct.
7. Click on Send invitation. When the invitation is sent, you can see the booked slot in the calendar, marked with the patient’s name.

Invite to an appointment via a time slot on the calendar

You can also invite to an appointment via a bookable time slot from your calendar. Click on Calendar from the healthcare menu to the left and select an existing appointment template. Drag and drop it to the desired time. Click on the appointment template from the calendar and invite your patient. If you book an appointment via a bookable time slot from your calendar, the appointment date, time, and duration are pre-filled.

Invite a patient via a representative

Sometimes a patient needs to be invited to an appointment via a representative, e.g. when the patient is a child.

To invite a patient to a video consultation via a representative, follow these steps:

1. Under Add a participant select Patient with representative.
2. Fill in the patient’s mobile number and name as well as the representative’s mobile number. If the representative has not been registered before, register him/her. The representative logs in with his/her credentials to enter the appointment.
   
   

Invite a colleague with a Visiba Care account

You can easily invite a colleague to a video consultation. If your colleague has a Visiba Care account, select Colleague when adding participants. You can search for your colleague by filtering by name, title, email address, or clinic. Once the colleague is added, you can get an overview of the contact information, so you can quickly ensure that the right colleague has been added.

If the colleague does not have a Visiba Care account, you can invite them as a guest participant.

Invite a guest participant

You can invite one or more guest participants to a video consultation. A guest may be a healthcare professional without a Visiba Care account, but it can also be, for example, an interpreter, relative, or employer. When inviting a guest, enter the person’s name and authentication method, i.e. how they prove their identity. This can be an SMS verification code or no authentication at all. The policy around authentication methods is determined by your business. Please note that when a guest joins a multi-party call, their full name is not displayed – only the initials.

In the example below, no authentication is selected and the guest’s email is entered. The participant in this case can connect to the appointment via a link that is automatically generated when the email is sent.