Invite patient: overview

All the ways to invite a patient to your room

Bryan Zitzman avatar
Written by Bryan Zitzman
Updated over a week ago

In order for a patient to have a call with you, the patient needs to know how to find your room online. To do this, they will need your personalized room URL which can be found on the dashboard as shown below. ( 1 )

You can share the link to your waiting room in many different ways, several of which are found directly on the dashboard. ( 2 ) 

Invite options available to all providers

Invite options available on Professional and Clinic accounts

Regardless of the type of invite, each has a default message that you can edit before sending. Invites should never include protected health information (PHI).

When invites are not received by the patient

Sending digital invites to patients is a popular option, but it's important to keep in mind that email services and wireless providers sometimes filter or block such messages. If a patient reports not receiving an invite, this is usually the reason. In such cases, it may be necessary to use one of the following alternative options:

  • Text it to them directly

  • Share it with them over the phone 

If you have any questions, please contact our support team.

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