Overview
Video sessions will allow your staff to meet with clients, or other staff, face-to-face via a secure video session through Procentive. These sessions are scheduled in the Appointments Module using the following steps.
NOTE: This is a service offered to your agency for a fee. If your agency doesn't have a contract to utilize video sessions, please send Procentive a ticket requesting this service.
Create Individual Appointments
- Go to the Appointments module.
- Double-click on the calendar or click Add
- If your agency has multiple locations, choose the appropriate Location that the client is associated with.
- Click the Video Session radio button.
- Select the appropriate Date, Time, Duration & Type of appointment.
- If you want to make this video session recurring, you would add the recurrence the same as you would to an in-office appointment.
- Once the Video Session radio button is selected, the list of staff is filtered to display only those staff who have a license for video sessions. Select the appropriate staff.
- Select the client.
- Check the box for Show all associated clients if the staff isn't the client's primary staff.
- Save.
NOTE: Now that you know how to create a Video Session Appointment, this article will tell you how to start & join a Video Session Appointment.