Sometimes, a message conversation with a patient needs to be followed up with a video consultation. You can invite the patient to a video consultation directly from the conversation. From the upper right corner, click on the three vertical dots and select Invite to an appointment. You will be promptly redirected to the appointment booking view, with the patient's information pre-filled.
Appointment templates cannot be attached to invitations created directly from a message. If you want to use an appointment template for your consultations, enter the appointment booking view via the Calendar instead.
If you have activated Red Robin, Visiba's tool for automated patient history and triage, within your organisation, the patient summary will accompany you from message conversation to booking if the case cannot be resolved in the first contact.