Start Sending Invitations

There are a few scenarios where sending an invite to a Patient is needed;

1. When the clinic has been set up, you can start introducing it to your Patients by sending the invite link. 

2. If a recurring patient forgot the link to your clinic. 

Where to Find the Invite Patient Option?

There are three locations where you will find the Invite Patient option;

1. Dashboard

2. Patients  

3. Profile Menu 

How to Send Invitations

Click on the Invite Patient button located on the Dashboard/Patient/Profile Menu. 

Copy Clinic URL

If your patient did not provide an email address, you can choose to copy the invite instructions and send it through your preferred means of communication (chat, EMR etc).

Click Copy.

Send Invitation Via Email

1. Click the Invite via Email field, and type the patient's email address. You can input multiple email addresses separated by a semicolon (;)

A. It is optional to add your custom message (e.g. scheduled date and time).

B. You can review the invite by clicking Preview Invitation.

2. To proceed to send the invitation, click Send Invitation.

Patients will receive an email invitation that will look like below.

They just need to click the Click Here button to be routed to the landing page of the clinic. 

Scope and Limitations

• Invite Link is not a scheduled appointment.

• Invite Link will route the Patient to the clinic’s landing page, it will require the Patient to enter as a guest to start a visit.

• The Invite Patients feature is used for guest walk-in visits. 

For further assistance, please contact us here.

Last updated on: 04 April, 2023