How to Schedule a Video Consultation - SmileSnap

How to schedule a video consultation with a patient using SmileSnap Pro.

Step 1 – Go to section of the menu labeled ‘Patients Pro’

Step 2- Find the patient you want to schedule

Step 3 – Click on the calendar icon under the connect column

Step 4 – Fill out consultation details

  • Enter date/time
  • Select the allotted time for the Virtual Consultation
  • Type the Invite Title (i.e., Dr. SmileSnap invites you to a virtual consultation)
  • Type the Invite Description (i.e., Dr. SmileSnap is looking forward to meeting you!)
  • Click “Create and Notify”
    • This will send a calendar invite to the patient

For best results from the patient, include the following instructions in the calendar invite:

Prior to your video consultation:
1. Visit the  portal and set up your login. *Include a link to your portal*
2. Use the email provided when registering for your virtual consult.
3. Create a password.

Step 5 – Start your video consultation

  • The day of your video consultation:
    • Login to SmileSnap
    • Click on ‘Patients Pro’
    • Click on ‘view my calendar’ or go into that patient’s profile to view the meeting information
    • 15 minutes before the it is time for your meeting, click the blue ‘Session Ready – Click To Start’ button and start the virtual session

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