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Managing SeaConsult appointments

By Abi Davies

Last updated

Who is this article for?
Users who want to learn to manage SeaConsult appointments

No elevated permissions are required.

SeaConsult calls allow the medical team to hold virtual appointments, bypassing the need to visit the medical center. This guide outlines how to manage SeaConsult appointments, starting in the Scheduler tab within the Calendar Module.

1. Managing SeaConsult appointments

1.1. Video

1.2. Steps

First, double click any part of the calendar to create the calendar event.

Double click on any part of the calendar

In the Edit Event window, there are three tabs: one for entering appointment details, another for sending invite notifications, and a third for setting appointment reminders.

View the main tabs

Begin in the Details tab. Search for the patient's name and select it from the dropdown list.

Enter the patient's name

Then, select the Resource who will conduct the SeaConsult call with the patient.

Select the 'Resource' for the call

Next, select the Appointment Type.

Select the 'Appointment Type'

To notify the patient's supervisor about the call, check the Notify Supervisor box.

Select to 'Notify Supervisor(s)'

Select the Calendar Color to display the appointment on the calendar. This helps group appointments by type or resource.

Choose a 'Calendar Color' to assign a color to the appointment

Select Make it a SeaConsult to officially mark it as a SeaConsult call appointment.

Select 'Make it a SeaConsult' to officially mark it as a SeaConsult appointment

Next, go to the Invite Notifications tab.

Go to the 'Invite Notifications' tab

Choose recipients to send an invite notification, such as the patient or another party.

Choose recipients to send an invite notification to

Once you check an option, confirm the email for the recipient.

Once you click an option, confirm the email

Go to the Appointment Reminders tab.

Go to the 'Appointment Reminders' tab

Select "here" to add a new appointment reminder.

Select 'here'

Then, select the email to send the reminder.

Select the email to send the reminder

Enter the numeric value for the time before the appointment, such as 10.

Select the numeric time before

Choose the time unit (minutes, hours, or days) for sending the appointment reminder.

Select the time before value

Save the changes made.

Click 'Save'

Then, view the entry on the calendar.

View the entry on the calendar

Hover over the appointment to view the appointment details.

View appointment details

Select the video button to start the SeaConsult call.

Select the video button to start the SeaConsult call

Choose the eye button to mark the SeaConsult appointment as missed or a no-show if the patient did not attend.

Select the eye button to mark as a missed appointment

Then, choose Yes to confirm the missed appointment.

Confirm the missed appointment

Select the pencil icon to edit the appointment details.

Select the pencil icon to edit the appointment

Then, edit the appointment if necessary.

Edit the appointment

Select the bin button to cancel the appointment.

Go to the 'Cancel' button

Select the Remove option to cancel the appointment.

Select 'Remove'

Enter the cancellation reason.

Enter the cancellation reason

Then, click Cancel.

Click 'Cancel'

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