Scheduling and Inviting Users to a Session with Their SMS Phone Number

In this article: 

1. Sending a Session Invite to a Mobile Number While Scheduling
2. Sending a Link for a Session to a Mobile Phone Number or Email

Sending a Session Invite to a Mobile Number While Scheduling

Important Notes About This Function:

• If you are creating a new patient account, you must include an email address
• If you are inviting a guest, you can include an SMS phone number, email address, or both.
• Selecting “Yes” for “Create a new patient account?” will create a patient account for the user.+ 
  • If email is included:
    • They will not be prompted to create an account and password until after their session.
    • They will see and agree to informed consent prior to the session if that feature is enabled in your portal.
• Selecting “No” for “Create a new patient account?” will invite them as a one-time guest
  • They will never be prompted to create a password.
  • They will see and agree to informed consent prior to the session if that feature is enabled in your portal.
• “Create a new patient account?” will always default to “No” for scheduling users and admin.
• “Create a new patient account?” will always default to “Yes” for providers.

Sending a Link from within a Session to a Mobile Phone Number or Email

Click here to view the mobile workflow

Click here to view the computer workflow

• When a person receives this invitation via email or SMS text message, they will be directed to enter their name and will appear in the session. 
• They will join as a guest, and not be added as a patient.
• They will not encounter a pre-session agreement or informed consent.