Basic steps to add or update office locations (This includes virtual and phone call locations):
Adding Carepatron Telehealth Location
Note: You can leave the Link field blank when creating a Telehealth Video Call location.
Adding Virtual Locations for other Platforms
Adding a Google Meet Virtual Location
1. Create a Google Meet Link
Visit Google Meet.
Select New meeting.
Choose Create a meeting for later.
Copy the generated link to your clipboard.
2. Add Google Meet as a Location in Carepatron
Click on Add a new location.
In the location type, select Google Meet.
Enter a Display Name that will be recognizable for your clients (e.g., "Online Consultation").
In the Link field, paste the Google Meet link you copied earlier.
Click Save to store your new Google Meet location.
You're all set! Now, when you schedule appointments, you can easily select Google Meet as the location, making it simple to conduct virtual meetings with your clients.
Adding a Zoom Location
1. Copy Personal Room Link
Go to Zoom and sign in to your profile. Create a new profile if needed.
Once you are in your profile, go to "Meetings" in the left-hand side
Go to "Personal Room" and copy the "Invitee Link" found there
2. Add Zoom as a location in Carepatron
Click on Add a new location.
In the location type, select Zoom.
Enter a Display Name that will be recognizable for your clients (e.g., "Online Consultation").
In the Link field, paste the Invitee link you copied earlier.
Adding a Doxy.me Location
1. Copy Room Link
Go to Doxy.me and sign in. Create a new profile if needed
Copy your room link
2. Add Doxy.me as a location in Carepatron
Click on Add a new location.
In the location type, select Doxy.me.
Enter a Display Name that will be recognizable for your clients (e.g., "Online Consultation").
In the Link field, paste the room link you copied earlier.
Adding a Microsoft Teams Location
1. Copy Meeting Link
Go to Microsoft Teams and sign in. Create a new account if necessary
Go to "Chat" on the left-hand side options
Select "Meet now" and then "Get link to share". This will automatically copy a meeting link to your clipboard
2. Adding Microsoft Teams as a location in Carepatron
Click on Add a new location.
In the location type, select Microsoft Teams.
Enter a Display Name that will be recognizable for your clients (e.g., "Online Consultation").
In the Link field, paste the meeting link you copied earlier.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.