- Videoconferencing Dashboard
- Support
- Account Menu
- Features Menu
1. Videoconferencing Dashboard
Dashboard: overview
You can reach this page any time by clicking on the "Videoconference" tab along the top of your window.
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There are 3 buttons on your Dashboard for creating sessions:
- New Session Now: Schedule a new session for right now (it will prepopulate the date and time).
- New Scheduled Session: Schedule a new session for a future time (you choose the date and time).
- Orientation Session: Schedule a session with technical support to check your equipment or go through an orientation. For all other issues, please give us a call at (888) 540-2829 or send us an e-mail at [email protected].
For more on scheduling sessions:
Use the buttons along the bottom for other actions:
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Dashboard: view, edit, or launch sessions
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- A. Enter Meeting: Launches your meeting.
- B. Name of participant (Minimum of 2 characters.) If the participant is a fellow account holder in your organization account, your company name will follow in parentheses.
- C. 9-digit access code for participant (if no invitation sent, this is the code they must enter on the Join Session page)
- D. RSVP for participant (RSVP Unknown, RSVP Confirmed or RSVP Declined, or if no contact information is entered, E-Mail/Text Not Used)
- E. Status: displays status of participant.
- F. Edit: edit participant's information: contact information, invite method, or time zone.
- G. Remove: remove participant from session.
- H. Remind: manually send reminder to participant. (Reminders are automatically sent about 2 hours before and 10 minutes before session start time, unless reminders are disabled in Account Settings.)
- I. History: view the activity history for this participant in this session (e.g., what time invitations were sent)
Dashboard: manage sessions
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On the left-hand side of each session panel, click on "Manage" for the following options:
- Add/Edit Topic: This item appears if the "Meeting Topic" option is enabled.
- The item will be "Add Topic" if there is currently no topic, and "Edit Topic" if there is already an existing topic.
- Host Documents: This item is how e-documents can be assigned to a host to fill out.
- Host History: View the host's activity history for this session (e.g., what confirmations were sent to the host for this session)
- Change Host: This item can be used to select a new host for the session.
- Reschedule: Reschedule the session for a new date/time. (Automatically sends reschedule notices.)
- Add Recurring Sessions: If you would like this session to automatically schedule the next session, you can set up a recurrence schedule.
- Cancel: Cancel the session. (Automatically sends cancellation notices.)
- 5 minutes after the session start time has passed, this becomes Remove instead, and removes the session from your dashboard without sending cancellation notices. (Old sessions are automatically removed every morning.)
- Schedule Next: Create one single copy of this session (with the same participants and settings). The date will pre-populate as 7 days from the time of this session, although the date can be changed before the session is scheduled.
Dashboard: add sessions to an external calendar
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On the left-hand side of each session scheduled for a specific time and date, click on "Add to Calendar" to add the session to the following calendars:
- Google calendar
- Yahoo! calendar
- Outlook.com calendar (web-based)
- Apple iCal calendar
- Outlook calendar (desktop application)
This feature is a one-way push. To set up a calendar sync, please see these support articles:
2. Support
You can reach this page any time by clicking on the "Support" tab along the top of your window.
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- Find the phone number and e-mail address for our support team on the right-hand side column.
- Click on the section headings to open our documentation categories.
3. Account Menu
The below instructions assume an Account Administrator role, which allows you to view/manage account permissions. Depending on your user role, you may not see all of the following items mentioned.
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To access your account settings, click on the profile icon in the upper right hand corner for the following options:
- Your name (in this example, "Iam Demo"): Edit your account profile information and basic settings (e.g., email address, time zone, etc).
- $50 Referral Credit: If you know of someone that could use SecureVideo, please let us know! We'll add a $50 credit to your account if your referral makes and keeps an account.
- Appointment Slots: Manage the availability for your public calendar(s).
- Calendar: View scheduled sessions in calendar format. (If you are an Account Administrator or Scheduler, view all scheduled sessions on the account.)
- My Account: View and/or edit billing information, plan details, and invoice history for the account.
- My Contacts: View, create, and/or edit your saved contacts.
- My Settings: Access your e-mail notification settings and/or close your account.
- Session Usage: Look up session history for your user account. If permitted by your user role, you can also look up session history for other users.
- Account Users: Displays all the users on your Enterprise account. From here, Account Administrators can manage account users, Clinical Supervisors can access users' session notes and E-documents, Schedulers can schedule sessions on behalf of users, and Billing Managers can view available user licenses on the account.
- Account Groups: This item is only visible if you are using Appointment Slots or Virtual Clinic. This is a different item than Contact Groups.
- Account Services: Set up account services to require payment before your participant can enter the session.
- Log Off: Log off of your account.
4. Features Menu
The below instructions assume an Account Administrator role, which allows you to view/manage account features. Depending on your user role, you may not see all of the following items mentioned.
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To access your account settings, click on the profile icon in the upper right hand corner for the following options:
- My Listing: Enable, create, and/or edit a listing in our online clinician directory.
- Messages: Access messages sent to you through your directory listing, or replies to SMS invitations.
- Session Notes: Enable, create, and/or edit session notes.
- BAA: Access the Business Associate Agreement for your account.
- Branding: Customize your account with your own logo, colors, and URL.
- Get Paid Online: Connect a Stripe account, or add a PayPal or Authorize.net merchant button to your waiting room page.
- E-Documents: Create electronic documents or access received documents.
- Custom Links: Add a custom link to your waiting room pages.
- Recordings: Description of recording feature.
- API: If enabled, view your API pricing and keys from here.
This article was last reviewed by our Support team on August 8, 2017.