Link Virtual Meeting Links to Appointments

Setting up a virtual meeting link as a material resource

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If you are currently using Zoom,, or any other virtual platform you can easily attach the link to patient appointments. 

Click Settings


Company setup

Within Company Setup, select Material Resources. Click New Material Resource


Select Virtual Room as your Master Material Resource Type. This static URL gives patients access to a virtual waiting room and does not need to be changed for each appointment. Select the location(s) where this resource is available. Click Save


Adding links to appointments

Click on the patient appointment time. 


Search for a patient. Under Select Material Resource, select the resource you created with the URL link.


The URL should display and will be sent to the patient email on file once the appointment has been created. To ensure you have appointment emails set up, please click here. 6.png

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