Schedule a virtual visit
In this final exercise, you use the items that you configured in the previous exercises to schedule a virtual visit between Reed Flores and the practitioner, Alex Johnson.
Task: Schedule an instant virtual appointment
In this task, you sign in to the Patient Portal as Reed Flores and schedule an instant virtual appointment. First you need to register Reed on the patient portal.
Go to Power Apps.
Select Apps on the left navigation pane.
Select and open Healthcare Administration app and select the play button.
Select Patients app on the left navigation pane.
In the right pane, on the Active Patients view, select the record Reed Flores and then select Edit.
Select ellipsis (⋮), and then select Create Invitation from the pop-up.
Select Save on the New Invitation form.
Go to the Advanced tab and copy the Invitation Code to use on the patient portal.
Go to Power Pages. Launch your Lamna Healthcare Patient Portal in the Desktop view.
Select Sign in on the landing page.
Go to the Redeem invitation tab. Paste the Invitation Code you retrieved in the previous task. Leave the box unchecked for returning customer. Select Register.
Enter a username and password for Reed Flores. Something you remember. Select Register.
You may land on the profile page. Select the logo in the upper right to go to the homepage.
Select Lamna Healthcare. On the Home page, select Appointments > Schedule new.
Select Instant virtual appointment.
Select the General Medicine option that you created earlier in the exercise as the reason for the visit.
In the Personal section, scroll down and select Next.
In the Insurance section, select + Add Insurance.
Note
If you encounter an error when adding the insurance, ensure the environment variables and API permissions are set up as mentioned in the Configure environment. For more information on these settings, see Set up and configure a Patient access portal.
Fill out the required fields with any information and select Next.
Select Next.
Check the box for Consent Terms and then select Join queue.
A new internet browser tab opens and may be blank. Select the link provided to join the appointment.
You scheduled an instant virtual appointment using the patient portal.