Adding a Guest to a Video Session

This article explains the difference between a Guest and a Patient. It explains How to Add a Guest and How to Create a New Patient Account through the "Add another Guest" function when scheduling a session.

The "Add another guest" feature is most commonly used when an organization doesn't need their patients to have a patient portal, or to include family members, specialists or other external parties when scheduling a video session. 

What is a Guest?

Guests do not have accounts in the Visuwell platform. 

• This could be used for patients or anyone else you need to join a session.
• This is designed as a quick way to schedule a session with an external visitor, without having to set them up with an account.
• Guests will not need to log in to join the session, they can simply join through the session invite link they receive via text or email.
• Guests can be invited by email, text message or both. 
• There is an option to add a guest to a session and create an account for them, if they don't have one already.

What is the difference between a "Guest" and a "Patient in Visuwell?"

Patients do have accounts in the Visuwell platform.

• They create a password and have a portal to login to.
• They can be searched for and selected when scheduling a session.
• To schedule a patient, simply type their name into the search bar under "Add Patients" in the session scheduler and select the patient.

How to add a guest

The "Add another guest" option can be accessed through the session scheduler anywhere the scheduler appears in the platform.

To add a guest:

1. Navigate to the schedule or session list and click "Schedule" and then "Session"
2. Under the Patient Search Bar click "Add another guest"
3. Fill out the Name, Email and an optional phone number for the session guest
4. Select "No" under "Add a new patient account"
   • (This can be defaulted to "Yes" or "No" based on your organization's preferences)
5. Click "Add" to add the guest to the session
6. Add a provider or yourself to the session and finish scheduling.
7. When this session is successfully scheduled the guest will receive an email invite to the session
8. The user will not have to log in and will not be prompted to create an account in the system.

Create a New Patient Account

This can be done through the "Add another guest" feature if you are scheduling a session with a new patient for the first time,

1. Click "Add another guest" in the session scheduler
2. Fill out the Name and Email for the new patient
3. Make sure "Create a new patient account." is selected
4. Select whether or not to bill this new patient. 
5. Click "Add" To add the guest to the session
6. Finish scheduling the session with the new patient added as a guest
7. This will create a new account for your guest and they will receive an email prompting them to set a password to access their account.