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Video Visits For The Provider User

Activating a scheduled video encounter/treatment on the web as a provider.

Amelia Boyer
Updated by Amelia Boyer

Video Visits For The Provider User

As a provider, you might choose to schedule a video visit with a patient to offer convenient, real-time care without the need for in-person visits, saving time for both parties. This approach allows providers to assess injuries, monitor recovery progress, and discuss treatment plans efficiently from any location. This tutorial will help the provider understand how to schedule these visits as well as launch these scheduled video visits.

Video Tutorial:

00:00: Hi, this is Nikki from healthy roster as a provider. 00:03: You may want to schedule a video visits with the patient to offer convenient real-time care 00:08: without the need for in-person visits. 00:10: Saving time for both parties. This approach of course, allows providers to 00:14: assess injuries, monitor recovery process and discussed treatment plans, 00:18: efficiently from any location. This tutorial is going to walk through provider 00:22: user. How to schedule these video visits, as well as how 00:26: to launch these scheduled video visits. 00:30: First, let's review how to schedule a video visit via an encounter on the web. 00:37: From the patient profile, select encounters. 00:41: To add a new encounter, we're going to select add. 00:46: Now, when your inputting the details of your encounter, you will want to make sure you check 00:50: the box, that this is a scheduled encounter. 00:55: Once you've determined on your encounter that this is scheduled invite email and conduct 00:59: via video, visit will populate, you will want to input the email for 01:03: your patient within the invite email location. 01:07: Next, you will want to check the box that you'd like to conduct this via video 01:11: visit 01:14: Once you've completed input of your encounter, you will select save on the bottom 01:18: of the page. 01:20: You will now be navigated back to this. Patient's encounters time you will see the scheduled 01:24: encounter with the option to open chat. 01:27: This link is emailed directly to the patient upon scheduling. 01:32: The link for video chat will become active 15 minutes prior to the 01:36: scheduled time 01:38: Navigate to the specified location. 01:41: He will also know this scheduled video. 01:43: Visit is now going to show in a couple different locations. 01:46: If you're on the home dashboard page and you scroll down within schedules, 01:51: you will see the scheduled encounter. 01:55: He will also see if you navigate to the schedules tab, the scheduled encounter 01:59: on your calendar. You're also able to schedule more encounters from 02:03: this route as well. 02:07: When you're ready to launch, the video chat, you will navigate within the encounter 02:11: and select launch video chat. 02:15: As the provider user, your video visit will now populate on your screen. 02:19: Your name should auto-populate. But if it is not their input, 02:23: your name as the provider user, you'll want to ensure that your video 02:27: microphone and audio input are all adjusted prior to launching or joining 02:31: the call. Once you're ready, select join call. 02:36: Once your video visit has launched, there are a few toolbar options that 02:40: you can navigate through. You can change your microphone, your camera selection 02:45: increase, speaker volume, stop or start screen sharing. 02:48: You can select a change your view from grid to current Speaker, only and 02:53: you can also exit the meeting with the last Red icon. 02:58: Once you've selected the end the meeting, you will now navigate to a meeting ended page. 03:02: If you need to rejoin the meeting selecting rejoin, will navigate you back 03:06: into your video? Visit 03:10: Now, let's walk through those, exact same flows on the mobile application. 03:13: We will walk through how to schedule the video visit as well as how 03:17: to launch and activate your video chat. 03:21: To schedule the encounter, select the patient profile. 03:23: Now select encounters Select Plus to add an encounter. 03:27: You will want to make sure you're inputting the correct date and time for the 03:31: scheduled encounter. Next select 03:35: scheduled encounter in equals. Yes, then you will need to input 03:39: the invitation email address for your user. 03:44: Conduct via video chat. Should then be linked to yes as well. 03:49: You can then complete the addition of your encounter as necessary. 03:52: I'm simply going to select to add a service. 03:56: Select save, when complete 04:04: Now, let's review how to launch the video visit. 04:06: You will navigate to The Encounter itself and see that you can now launch the video 04:10: chat. If you'd like, you can also select the schedule tab navigate to the correct 04:14: date and time. Here you see I need to refresh my screen. 04:18: Click on the encounter itself and again launch video chat. 04:46: The guide covered the steps required to configure video. 04:48: Visits for the provider user in healthy roster, including accessing patient 04:52: profiles, schedules and initiating video calls. 04:56: By following the precise instructions, provided users can easily navigate 05:00: through the process and utilize this feature effectively.

Scheduling A Video Visit:

Step-By-Step Tutorial - Scheduling on the Web:

  1. From the patient profile, select Treatment/Encounter
  2. Select Add
  3. Within the details section, select Scheduled Encounter; this will then populate the option to conduct via video visit. You will need to input the patient's email
  4. Select Save to save the treatment/encounter
Step-By-Step Tutorial - Scheduling on the App:

  1. Log in to your Healthy Roster app and select the patient you need to schedule a video chat for
  2. Tap on Treatments/Encounters
  3. Either create a new treatment/encounter or select one that is already created - then tap “Edit” at the top of this screen under Details
  4. Select the Date/Time as needed
  5. Select the circle next to “Schedule”
  6. The “Conduct Via Video Chat” is now available, check that as well
  7. Enter the patient’s email address
  8. When finished, select “Done” - This Treatment will now appear in your Schedule Tab

Launching A Video Visit

Step-By-Step Tutorial - Launching video Visit On Web:
  1. Login to your Healthy Roster account. From the homepage, you can click on the scheduled visit from your calendar. Alternatively, you can navigate to your Schedules tab on the left navigation bar and select your scheduled visit from this location. Note: If a treatment is not marked as scheduled, you will not see it in these locations.
  2. Next to the invitee information, select "Launch Video Chat."
  3. You will be prompted to allow access to your microphone and camera on your device. Once completed, the Scheduled Video Chat will begin when both parties have joined.

Step-By-Step Tutorial - Launching Video Visit on App:

  1. Log in to your Healthy Roster app, and select the “Schedule” tab on the bottom navigation bar
  2. If you have created scheduled treatments with athletes, this is where they will appear.
    1. If the scheduled treatment is scheduled as a video chat, there will be a “Yes" next to Video Chat in the Treatment Details
  3. Select the treatment needed for the video chat
  4. Tap “Launch Video Chat” to activate the scheduled video chat under Treatment Details
  5. You will be asked to enter your name (optional), to allow access to your microphone and camera on your device, and the Scheduled Video Chat will begin when both parties have entered

How did we do?

Screen Sharing via Video Chat

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