Why do I need to add additional participants into a Video Call?

You may want to add a patient’s family member (who is at a different location to the patient), an interpreter, general practitioner or a patient’s carer into your current consultation. You can have a maximum of 6 participants in a standard Video Call and up to 20 in a Group Video Call.

There are two ways to add participants to a call: 

• Add a person who has used the clinic link to come into the waiting area, including another waiting area you are a team member in 
• Invite a participant into your current call using the Call Manager.

Add a user from the waiting area

From the same clinic waiting area as your patient/client in the call

While in a Video Call you can add a waiting caller from your clinic’s waiting area by navigating back to the waiting area (open in a separate browser tab or window). You will see that all other callers in the waiting area will have an Add button in their caller card when you are in a call. Locate the caller you want to add and click the Add button.
A confirmation message will pop up letting you know who will be added to your current call. Clicking Add Guest to Call in the confirmation box will bring the selected caller into your current Video Call. Return to the Video Call screen to continue the call.

 

 

From another clinic waiting area you have access to

While in a Video Call you can add a waiting caller from another waiting area you have access to. Firstly, navigate back to the waiting area dashboard which will be open in a separate browser tab or window. You will see that all other callers in the waiting area have an Add button while you are in a call.
To add a person waiting in another clinic waiting area where you are a team member, click on the clinic name dropdown.           You will see the clinics you are a member of in the dropdown list.          From this list, select the clinic where the person you want to add to the call is waiting. This will navigate you to that clinic waiting area.
Locate the person you want to add to the call and click on the Add button for that caller.
A confirmation screen will appear and once you confirm, this will add the person to your current call.          Navigate back to your call screen, which is open in a separate browser tab or window, and continue with the call. There will now be 3 people in your current video call.

 

 

Invite a participant to your current call using the Call Manager

Invite a participant to your current Video Call

1. While in a video call you can invite another participant directly into the video call. Click on Call Manager at the bottom right of your call screen.
2. Click on the Invite Participant button, under Call Actions.
3. There are 3 ways to invite participants: Send email invitation Send SMS invitation Generate invitation text to copy
4. To send via SMS or Email, select your desired option and add their name and either their email address or phone number.           The invitation message includes your name and the name of the clinic. This message cannot be edited.          Click on Invite to send the invitation.
5. The invited person will receive an email or SMS (based on your invitation method) with a Start the call button that will bring them directly into your current video call.