Review Appointment Details
Check the visit status, assigned provider, preparation requests, and messages.
Follow the care journey
Understand check-in, secure care messages, consultation tasks, visit instructions, follow-up, and what each status means.
By the end, you can✓ Know what happens before and during a visit✓ Use secure care communication✓ Find instructions and follow-up
Before the consultation
Preparation helps the care team work with current information.
Check in when invited
Use the check-in action only for the appointment you are attending.
Use the care thread
Send visit-related questions through the secure care conversation shown with the appointment.
During the consultation
Available actions change as the visit progresses.
Follow the current status
Arrived, waiting, in progress, and follow-up statuses describe different parts of the visit. Follow the next action shown on screen.
Keep information current
Tell the care team when an answer, medication, allergy, or safety detail has changed.
Use virtual visit controls
When virtual care is available, use the device, microphone, camera, and leave controls shown in the visit.
After the consultation
Released instructions and follow-up appear only when they are ready for the patient.
Read the after-visit summary
Review the instructions, precautions, and next steps shared by the care team.
Review follow-up
Accept, book, or decline a follow-up option when those choices are offered.
Check clinical messages
Use Messages and Appointment Details for new care updates and mark them read after reviewing them.
Common questions
Why is a clinical action unavailable?
The visit may not have reached the required stage, a preparation item may be incomplete, or the action may be limited to the assigned patient or clinician.
Does ending a call complete the appointment?
No. Ending audio or video only ends the call. The care team completes the remaining documentation and visit steps separately.
Where are my visit instructions?
Open the appointment and look for the after-visit summary or follow-up section. Only released information is shown to patients.
Guide 05Book and manage appointments
Help patients find care, choose an available time, prepare for the visit, and respond to changes or waitlist offers.
→Guide 07Organize and share recordsUpload, find, preview, organize, and share documents while keeping access deliberate and easy to review.
→Guide 08Connect communication channelsSet up live chat, WhatsApp, and social channels, then give your team clear habits for monitoring them.
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