Send the invite
- On the Consults tab, fill in New consult. The patient’s name and a label (for example “3:30 review”) are optional but help you find the consult later.
- Enter their mobile, email, or both.
- Press Send SMS, Send email or Send both.
The patient gets one secure link. You can add the other channel later and it sends the same link.
Wait for the patient
The consult appears under Active with the status Invite sent. When the patient opens the link it changes to Patient waiting, the dashboard chimes, and the browser tab flashes if you’re in another tab.
Join
Press Join. You’ll see your camera preview and a microphone meter. Say something — when the meter moves, press Join consult.
If the button reads Join — mic not detected, your microphone isn’t picking up sound. You can still join, but check your audio settings first.
During and after the call
See During the call for screen sharing, chat and files. When you’re done, press End consult. The patient’s link stops working straight away.