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Schedule and join a video visit in Connect

Schedule a video visit in Connect, send the client the link, and start or rejoin the call.

Who can do this
Staff with access to Connect
Where in Oben
/connect/consults
Needs
Video visits turned on for your clinic

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If your clinic has Video visits turned on, you can run live video visits from Connect. The client joins from their visit link with one tap. If the link is opened a second time, outside the visit time, on a device with no camera, or your clinic has turned one-tap links off, they confirm a one-time code instead. Confirm who the client is on camera when the visit starts.

Steps

  1. Open Connect and select the Visits tab.
  2. To add a visit, use New visit: choose the Client, Visit type, Date and Time, select Video, then Schedule visit.
  3. A booked appointment from the calendar may show under From the schedule. Select Virtual to add it as a video visit.
  4. Under Upcoming & live, select the visit to open it.
  5. Select Send visit link to send the client their link. If automatic messages are off, select Copy and share the link another way.
  6. When it is time, select Start visit. If you leave the call, select Rejoin visit.
  7. When you are finished, select Complete visit.

Good to know

  • The call keeps going when you open another page in Oben. A small window shows it, with Back to visit and Leave visit. Closing or reloading the tab ends the call, so the browser asks first.
  • Starting another visit while a call is live asks you to Leave it and start this visit or Keep that call.
  • You can also open a visit from a conversation in the inbox with Video visit.
  • If the visit says video visits are turned off for this clinic, someone who manages clinic settings turns them on in Settings under Video visits. If it says live video isn't switched on yet, the clinic cannot turn it on in Settings yet.
  • For a visit type marked for controlled substances, Complete visit works only after you and the client have had one full minute of two-way audio and video.
  • Only clients in the clinic's licensed states can join. The provider confirms where the client is on the visit page before starting.
  • To start a visit from the calendar instead, see Start a video visit.
  • Select Cancel (or Cancel visit once it has started) to cancel a visit.