3.0 Telehealth
BF

Boomerang FX

Created Feb 03, 2023

3.0 Telehealth

This workflow will cover setting up GoToMeeting for staff members and then booking a virtual appointment

3
    b

Boomerangfxalpha

9 Steps
1

Go to BoomerangFX

2

Click on Setup on the left bar menu

Click on Setup on the left bar menu
3

Choose Staff Members from the dropdown

Choose Staff Members from the dropdown
4

Click on the staff member record you would like to enable GoToMeeting for

Click on the staff member record you would like to enable GoToMeeting for
5

Click on the edit icon on the top right

Click on the edit icon on the top right
6

Scroll down and check Enable GoTo Meeting

Scroll down and check Enable GoTo Meeting
7

Click on Save Changes

This will trigger GoTo to send an email to the staff member to create a GoTo account.

Click on Save Changes
8

Go to Mail - Staff Member - Outlook

The Staff Member in this example is Aaliyah Jackson.

9

Click on the email from GoTo

Click on the email from GoTo
    o

Live

6 Steps
10

This is what the email will look like

This is what the email will look like
11

Click on Get started

Click on Get started
12

You will be redirected to create your account

13

You will be prompted to create a new password

You will be prompted to create a new password
14

Once completed, click on continue

Once completed, click on continue
15

This is your GoTo main page

This is your GoTo main page
    a

Logmeininc

11 Steps
16

Go back to BoomerangFX

17

Click on Setup

Click on Setup
18

Click on GoToMeeting Management from the dropdown menu

Click on GoToMeeting Management from the dropdown menu
19

You will find the staff member that has been registered with GoToMeeting in the list below.

You will find the staff member that has been registered with GoToMeeting in the list below.
20

To book a virtual appointment with a patient, click on the Schedular on the left bar menu

To book a virtual appointment with a patient, click on the Schedular on the left bar menu
21

Navigate to the desired date to book the virtual appointment by using this date bar at the top of the scheduler, then double click on the empty space to create an appointment

Navigate to the desired date to book the virtual appointment by using this date bar at the top of the scheduler, then double click on the empty space to create an appointment
22

Select the patient's name

Select the patient's name
23

Under appointment type, choose Virtual Visit

This is the most important step in booking a virtual appointment. It is the only way to trigger the system to send necessary emails and links for the GoToMeeting Appointment to the patient and the staff member.

Under appointment type, choose Virtual Visit
24

Select the Procedure

Select the Procedure
25

Select the staff member

It is essential to keep in mind that only staff members who have enabled GoToMeeting and set up their account will receive links to attend the virtual meeting

Select the staff member
26

Click on Save Appointment

Click on Save Appointment
    o

Live

2 Steps
27

This is the booked appointment

Hovering over it will show more details.

To continue with the steps as a staff member, go to Step 36.

To continue with the steps as a patient, proceed to Step 28.

This is the booked appointment
28

From the Patient's end: Go to Mail - Patient - Outlook

Patient is Tony Stark in this example

    a

Logmeininc

8 Steps
29

This is the appointment confirmation email

This only notifies the patient about the appointment, but does not include any details. There is a second email that will be sent containing details about the virtual appointment and the links.

This is the appointment confirmation email
30

The email that specifically mentions GoToMeeting and contains links may not appear in the patient's inbox right away

Always remind your patients to check their junk emails

The email that specifically mentions GoToMeeting and contains links may not appear in the patient's inbox right away
31

In this case, the email containing all details about the GoToMeeting appointment is found under Junk Email

In this case, the email containing all details about the GoToMeeting appointment is found under Junk Email
32

This is what the email will look like for the patient

This is what the email will look like for the patient
33

The patient will need to click on one of the following two links in order to join the GoToMeeting appointment

The patient will need to click on one of the following two links in order to join the GoToMeeting appointment
34

The patient will be redirected to this page and is free to choose either one of those options

In this workflow, the Join in this browser option is chosen

The patient will be redirected to this page and is free to choose either one of those options
35

The patient will land on this page and may enter the session by clicking on Join when session starts at the bottom right

The patient is free to edit his/her preferences such as their name, audio and video. It is recommended to allow access to the microphone and camera.

The patient will land on this page and may enter the session by clicking on Join when session starts at the bottom right
36

From the Staff's end: To start the GoToMeeting session, RIGHT click on the appointment and click on Start Meeting

From the Staff's end: To start the GoToMeeting session, RIGHT click on the appointment and click on Start Meeting
    o

Live

2 Steps
37

The staff member is free to choose either one of those options

In this workflow, the Join in this browser option is chosen

The staff member is free to choose either one of those options
38

The staff member will be redirected to the GoToMeeting website

The staff member will be redirected to the GoToMeeting website
    a

Logmeininc

6 Steps
39

It is recommended that staff members sign in. The staff member's name will automatically be updated and the GoToMeeting account's schedule will also be updated.

Staff members have the option to save their email and password to stay signed in. If that is the case, the GoToMeeting will be automatically signed in to the specific staff member who was last signed in. One thing to consider is that multiple staff members may have GoToMeeting enabled in BoomerangFX. The staff who is currently using it should ensure that they are the ones signed in, and not their colleague.

It is recommended that staff members sign in. The staff member's name will automatically be updated and the GoToMeeting account's schedule will also be updated.
40

If the page is automatically signed into the wrong staff member, click on the name at the top right of the page and then on sign out, then sign in again with the correct staff member's account.

If the page is automatically signed into the wrong staff member, click on the name at the top right of the page and then on sign out, then sign in again with the correct staff member's account.
41

After clicking on sign in, the staff member will be redirected to a Secure Sign In page

42

Enter email address, then click on next

Enter email address, then click on next
43

Enter password, then click on Sign in

The little box on the bottom left is checked for Keep me signed in. This will keep the current user signed in for future GoToMeeting appointments.

Enter password, then click on Sign in
44

This updated page will appear upon logging in. To start the session, click on Start Session at the bottom right

This updated page will appear upon logging in. To start the session, click on Start Session at the bottom right
Well done!
Create how-to guides like this in a snap. Get Tango now.