Important: If you are working with more than one clinic/location, it is important you select the correct clinic from the drop-down menu under 'Select Clinic'. If you only work with one clinic you will not see this dropdown.
Option 3: Schedule While in an Active Consultation with the Patient |
Invite Additional Participants to Scheduled Patient Consultation |
Option 1: From the 'Patients' Tab
Step 1 - From the left navigation bar, select 'Clinic', then choose 'Patients'.
Step 2 - Search for and select your patient. For more details, see article - Search for a Patient in Lumeca
Step 3 - Click on your patient from the 'Search Results'.
Step 4 - Click 'New Consultation'.
Step 5 - There are two options available.
- Schedule Appointment - for a later date/time
- Start Consultation Now - if patient needs a consultation immediately
Select 'Schedule Appointment'.
Step 6 - Click here to continue to the next step.
Option 2: From the 'Clinic' or 'Schedule' Tab
Step 1 - Select either 'Clinic' or 'Schedule' from the left navigation bar.
Step 2 - Click 'Schedule Appointment'.
Clinic tab |
Schedule tab |
Step 3 - Select 'Schedule Consultation'.
If you are in the 'Schedule' tab and are the clinic admin, click the 'Select Schedule' drop-down to choose the provider whom you are scheduling for. |
Step 4 - Search for patient by first name, last name or health care number. Click on correct patient from the list that appears and click 'Select Patient'.
Step 5 - Click here to continue to the next step.
Option 3: While in an Active Consultation with the Patient
Step 1 - Click on 'New Consultation' in the upper right-hand corner.
There are two options available.
- Schedule Appointment - for a later date/time
- Start Consultation Now - if patient needs a consultation immediately
Step 2 - Select 'Schedule Appointment'.
Step 3 - Continue with the next step. Schedule Appointment screen -
- 'Select Provider' drop-down menu - If you are the 'Clinic Admin', select the host provider's name. Healthcare providers will not see this field.
- 'Type of Care' - choose whether virtual or in-person
- ‘Appointment Reason’ select a reason from the drop-down menu
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'+ Invite Another Provider' -
- Click if providers from your virtual clinic, in addition to the host, are being invited to this meeting, OR
- If only a single provider (host) is being scheduled for this meeting, click 'Next'.
If you had selected '+ Invite Another Provider', the 'host' provider's name will automatically populate into the box and cannot be removed.
- Choose the additional provider(s) being invited from the 'Provider' drop-down menu. If someone is added by mistake, click the red X beside their name, to remove them from the list.
- Once complete, click ‘Next’.
The 'Schedule Appointment' screen: -
- 'Date' - enter the date of the scheduled patient consultation.
- 'Length' - enter the length of the consult (this is approximate; the consult will not end if it extends past this time).
- Choose the consultation start time using one of these three options:
Option 1-When their work schedule (shifts) ARE NOT entered in Lumeca: |
Option 2-When their work schedule (shifts) ARE entered in Lumeca: |
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- 'Repeat' - choose the occurrence of the consults being scheduled:
| Daily | occurs every day, Monday thru Sunday |
| Weekly | any day of the week, Monday thru Sunday |
| Monthly | any day of the month OR the ordinal of a weekday |
| Yearly | same day every year OR the ordinal of a weekday of a month |
| Custom | every # of days (99 is max), every # weeks, every # of months |
- 'End Date' - select the date the last consultation is to occur.
A note will indicate the number of appointment(s) being scheduled.
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If scheduled appointments overlap with other appointments that a host provider or an invited provider currently has, a notification will appear to the person doing the scheduling. A maximum of three (3) overlapping video meetings or consultations can be booked. |
- Click 'Schedule Appointment', then 'OK'.
A banner will appear at the top of your screen letting you know the meetings have been scheduled.
Invite Patients/Participants to Recurring Appointments
The video meeting info/links must be sent to all participants for each recurring meeting as each meeting will have its own unique meeting link, ID & passcode.
This does not apply to healthcare providers from the same clinic who were added when the meetings were scheduled, as they can access the meetings directly when logged into their account under the 'Consultations' or 'Schedule' tab .
Send the Meeting Information at a Later Time (closer to the appointment date/time):
Follow the instructions in this article: |