How to Schedule a Video Session for a Provider and Client
- Login to your Admin account.
- Scroll down to the Users table and select the Schedule link located to the right of the provider’s name, under the column titled Calendar.
- The Provider’s Calendar will pull up. Click the day you want to schedule a meeting.
- Click Invite From Users List, and choose the client's name from the drop down tab.
- Choose the associated location where the meeting will take place.
- Choose the appropriate Session Type for this session, such as Individual Therapy, Follow-up Appt., etc. from the drop-down.
- Choose the appropriate Time.
- Click Save and the provider and client will be notified of the scheduled session via email notification.