Provider Assistance

Send Appointment Link via SMS

Providers are able to send appointment links via SMS text to their patients. These text links will not require the patient to login to their JoinCareTeam account to engage in the video session. The patient can simply click the link to join and will immediately be entered into the consultation with their provider. ------------------------- Providers are able to send their patient an appointment link with on simple click. Within the hour of the appointment, a white chat button will appear next...

Create a Patient Account

Institutional staff now have the ability to create patient accounts in JoinCareTeam. Institutional staff consists of the site Admin, Sub Admins, and Providers. Creating a patient account requires a minimal set of data: name, DOB, mobile phone number, and email. All the patient needs to do is confirm their account and sign-in. JoinCareTeam recommends patient accounts are created by the Admin or Sub Admin(s). ------------------------- HOW TO CREATE A PATIENT ACCOUNT 1. Navigate to the Create...

Use Shared Storage

When a Patient is affiliated with a Provider, they are automatically downloaded into the Provider’s Shared Storage system. The Share Storage feature is a secure platform to attach files and documents, such as health records for individual patients. ------------------------- HOW TO USE SHARED STORAGE 1. Navigate to the Shared Storage tab 2. Click on the Patient you would like to attach a file for 3. Click on the blue button, “Add Files” at the top right of the screen 4. Choose the correct ...

Use Messages

When a Patient is affiliated with a Provider, they are automatically downloaded into the Provider’s messaging system. The Messaging feature is a chat room where a Provider and Patient can communicate outside of video consultations. ------------------------- HOW TO USE MESSAGES 1. Navigate to the Messaging tab 2. Click on the Patient you would like to send a message to 3. Type your message and hit Enter or the double arrow 4. You may attach documents to the messages - we recommend attachi...

Use Video Messaging Features

Once the consultation has started, there are many features available to help the Provider communicate effectively with the Patient. Features include the Whiteboard, Share Your Screen, Chat, Screenshot, Change Camera and Notes. ------------------------- HOW TO USE THE MESSAGING FEATURES Whiteboard The Whiteboard is a feature that allows you to draw images and type notes to aid in effective communication with the Patient. These images can be saved and stored for later viewing. To Begin: C...

Start and End a Video Consultation

Video Consultations will be the method used to engage real-time video and verbal communication between patient and provider. ------------------------- Starting Consultations Once an appointment is created for the Provider, the Provider will get a notification in their notification center. The appointment will also be listed in the My Appointment tab and on the Provider’s Calendar tab. HOW TO START A VIDEO CONSULTATION Quick Appointment 1. Navigate to the My Appointment tab 2. S...

Activate and Use the Waiting Room

The waiting room is a great tool to consult on-demand patients. However, only the Provider and Patient have access to the Waiting Room capabilities. In order for Providers and Patients to use this feature, the Admin must Activate the Waiting Room and select the days and time for this feature to be available. From there, Providers can select their individual times they would like to have the Waiting Room open. ------------------------- HOW TO ACTIVATE THE PROVIDER WAITING ROOM 1. Access yo...

Book a Normal Appointment

A Normal Appointment is a scheduled appointment made for a time or day in the future. ------------------------- HOW TO BOOK A NORMAL APPOINTMENT 1. Navigate to the Book Appointment tab on the left Vertical Toolbar 2. Search for the patient and once found, click Book 3. JoinCareTeam’s scheduler default is set to a Quick appointment - Click the blue Quick tab to switch to a Normal appointment - the box should now be grey 4. Click on the blue mini calendar or anywhere along the line to sele...

Book a Quick Appointment

A Quick Appointment is an on-demand appointment that either the Patient or Provider has requested. This feature is used when the appointment is to happen right away. ------------------------- HOW TO BOOK A QUICK APPOINTMENT 1. Navigate to the Book Appointment tab on the left Vertical Toolbar 2. Search for the patient and once found, click Book 3. JoinCareTeam’s scheduler default is set to a Quick appointment - ensure the selected appointment type displays a blue Quick tab 4. You cannot...

Invite Patients to Affiliate

In order to engage in Video Consultations, each Patient must be affiliated to one or all Providers. When a Provider is added to the portal, they are not automatically affiliated to their patients. To affiliate, the Provider must send each Patient an invite to affiliate. There is no limit to the number of patients a portal can have. The Invite Patient tab for Providers is not for new patient registration. It is only for affiliation to existing patients already registered in JoinCareTeam. ---...