How to schedule a New Video iQ Session
From the navigation bar select Video iQ
Select the + New Session button
On The New Event page, select the Event Name from the dropdown or you can type it in the field
The Location will autofill with the Telehealth option
Select an Event Room if needed
Enter the Event’s Date, Start Time and End Time
Create a Recurring Event by selecting the Set to Recurring toggle switch and selecting the Frequency
Enter your Client Services by selecting the service name from the drop-down
Note: the Service Fee will populate upon selection
Add the Client(s) that will attend this appointment
Select the box of the Fee you would like to directly invoice the client for
Example: A self-pay client will have the box for the full-service fee checked, while an insurance-paying client may only have the box for the copay or coinsurance assigned to them checked.
The service fee is specific to each client unless the appointment is for a group - the service fee is populated from the information entered in the client demographics page
Add Staff Member(s)
Enter any Meeting Details
Select Create Event to add it to your calendar
You can send an event invite for Users and Clients via e-mail. Select Send Invite or Skip
Now you can see the Video iQ Session scheduled on your Calendar
