This workflow will cover setting up Telehealth for staff members and then booking a virtual appointment
3. Choose Staff Members from the dropdown 
4. Click on the staff member record you would like to enable GoToMeeting for 
5. Click on the edit icon on the top right 
6. 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.
8. Go to Mail - Staff Member - Outlook
The Staff Member in this example is Aaliyah Jackson.
9. Click on the email from GoTo 
10. This is what the email will look like 
11. Click on Get started 
12. You will be redirected to create your account
13. You will be prompted to create a new password 
14. Once completed, click on continue 
15. This is your GoTo main page 
17. Click on Setup 
18. 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. 
20. 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 
22. 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.
24. 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
26. Click on Save Appointment 
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.
28. From the Patient's end: Go to Mail - Patient - Outlook
Patient is Tony Stark in this example
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.
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
31. 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 
33. 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
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.
36. From the Staff's end: To start the GoToMeeting session, RIGHT click on the appointment and click on Start Meeting 
37. The staff member is free to choose either one of those options
In this workflow, the Join in this browser option is chosen
38. The staff member will be redirected to the GoToMeeting website 
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.
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. 
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 
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.
44. This updated page will appear upon logging in. To start the session, click on Start Session at the bottom right 