Setting up a virtual meeting link as a material resource
Utility icon
If you are currently using Zoom, doxy.me, 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. 