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. 


1. Navigate to the Book Appointment tab on the left Vertical Toolbar

2. Search for the patient and once found, click Select - the box should now be green and say Selected 

3. Select the Provider the patient is to see from the drop down list

4. Click Create Appointment under the Provider’s profile picture 

5. JoinCareTeam’s scheduler default is set to a Quick appointment - ensure the selected appointment type displays a blue Quick tab

6. You cannot select a date or time since this is an on-demand appointment

7. Enter a description about the patient and appointment - we recommend the patient’s EHR Chart #

8. To invite a Guest (optional), check the box next to “I want to invite guest to consultation”

9. Enter in the Guest’s email - Guest will not need any credentials or access to JoinCareTeam to join the consultation

10. Click Create Appointment

11. A notification will now be sent to the Provider, Patient and Guest if applicable to start the consultation - Guests will receive an email with the joining link when the Provider confirms the appointment