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Adding a Second Provider to a Virtual Appointment in EMERGE

This tutorial outlines the steps to add an additional provider to a virtual appointment within your clinic using EMERGE.

Written by Luiz Uggioni Savi

1. Introduction

Before you begin, we recommend opening a second EMERGE tab in your browser to streamline this process.

Introduction

2. Select the Appointment

The initial step is to choose your appointment just as you typically would when initiating a virtual appointment.

Select the Appointment

3. Start the Virtual Appointment

After selecting the appointment, please proceed to "Start Consultation."

Start the Virtual Appointment

4. Confirm Starting the Consultation

On the following window select "Ok".

Confirm Starting the Consultation

5. Start the Video Call

Click "Start call" to begin the consultation.

Start the Video Call

6. Select the Invite Guest Icon

Select the "Invite a guest to the consultation" icon

Select the Invite Guest Icon

7. Generate the Invite Link

Click the "Generate a quick invite link (No PIN required)" button.

Generate the Invite Link

8. Copy the Invite Link

Click the "Copy" button to copy the invite link.

Copy the Invite Link

9. Open Chat Tab

Click "question_answer" to open your chat tab.

Open Chat Tab

10. Select Message Field

Click "Type your message" to select the message input field.

Select Message Field

11. Enter Invite Link

In the message field- Paste the copied link.

Enter Invite Link

12. Complete Invitation

Click "Done" to complete the invitation process.

Complete Invitation

13. Share Appointment Link and Invite Guest Provider in Emerge

This tutorial guides you through sharing an appointment link with a guest provider in Emerge. You will learn how to copy the link and send it via chat to enable provider participation.

Share Appointment Link and Invite Guest Provider in Emerge

14. Prepare for Guest Provider Addition

Prepare for Guest Provider Addition

15. Copy Guest Provider Link

After you've copied the link to add a guest provider to your appointment, go to your chat button.

Copy Guest Provider Link

16. Open Chat Conversation

Click the chat message to open the conversation where you will share the appointment link.

Open Chat Conversation

17. Paste and Send Appointment Link

and copy the link into your chat and send it to the provider you wish to join.

Paste and Send Appointment Link

18. Provider Joins Appointment

From there, they'll be able to open the appointment link and join the Emerge appointment with you.

Provider Joins Appointment

19. Thank you

You have successfully shared the appointment link with a guest provider via chat, enabling them to join your EMERGE appointment. For further collaboration, explore additional Emerge features or invite more participants.

Thank you

You have successfully added a guest provider to your virtual appointment in EMERGE by selecting the appointment, starting the consultation, generating and sharing an invite link via chat. This enables collaboration with additional providers during virtual care sessions.

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