Invite Patients To Your Clinic - Knowledgebase / VSee Clinic for Providers / Basic Workflow - VSee Helpdesk

Invite Patients To Your Clinic


START SENDING INVITATIONS

1. Click on the Invite Patient button located on your clinic dashboard. You can also find this as an option when you click your name.

2. On the send invitation page, make sure you choose your waiting room from the dropdown list first if you belong to multiple rooms.


SEND INVITATION VIA EMAIL

Under Send via Email tab, type the patient's email address. You can input multiple email addresses separated by a semicolon (;)

To edit the email subject and body, click Edit.

Send a test email to yourself by clicking on Send me a test email.

To proceed sending the invitation, click Send Invitation.

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


COPY CLINIC INSTRUCTION

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


SEND INVITATION VIA SMS*

Under Send via SMS tab, type the patient's mobile number. You can input multiple numbers separated by a semicolon (;)

To edit the message, click Edit.

To proceed sending the invitation, click Send Invitation.

*Available only if SMS feature is enabled in your clinic. Contact https://vsee.com/contactsales for more info.



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