How to Set Up a Virtual Appointment

Enhance your practice's communication capabilities by setting up virtual appointments through third-party tools, such as Zoom or Google Meet.

Schedule Virtual Appointments

Follow these steps to integrate virtual appointments into your practice's workflow.

1. Log in as the Admin.
2. Create a service labeled as a virtual appointment, for example, "Virtual Consult".
3. Create or obtain your meeting link from services like Zoom or Google Meet.
4. Update the New Appointment and Appointment Reminder email templates.
5. Add wording such as: "If this is a virtual appointment, click here to join."
6. Hyperlink the text to your Zoom or Google Meet URL.

By following these steps, your patients will receive seamless notifications with their virtual appointment links, ensuring smooth and effective communication.