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The following information will help you get set up to use Medeo and includes provides instructions for conducting Medeo appointments. It can also be used as a troubleshooting reference after you start using Medeo.Using Medeo for Appointments
Training Video #1


Training Video #2
Promote Medeo to Clients
Connect with Clients through MedeoUsing Medeo for Appointments
Tips for a Successful Medeo Appointment

Promote Medeo

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Notes on this walkthrough:

  • This is a paid service managed centrally. Do not invite other staff members to Medeo.
  • Registering new clients with an appointment invite may require previous business process steps. Only invite clients that are signed up for service and informed of Medeo use.
    • You must always use ‘@uwaterloo.ca’ emails.  No other type of email is permitted (e.g. gmail, hotmail).
  • Video 2 - See a detailed view - go to the webinar – click here
    • Start the video at 11:50 minutes in (skip the intro)
    • Jump over section 14:30-18:00 (skip the polls)

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to Clients

Help clients have a successful video conference

  • Provide them with the Medeo Video Conferencing sheet
  • Include an email explaining your availability for virtual visits, such as:
Info
titleSample Email Message

I am happy to announce that you can now video visit with me online through Medeo, a secure video-conferencing technology that connects practitioners with clients for virtual care purposes. You can conduct a video visit with me using a computer (with webcam), tablet, or smartphone.

To get started, contact me to book an appointment (just like any other visit) and indicate that you would like to see me for a video visit online. Once I’ve determined that your visit is suitable for virtual care, I will arrange an appointment time with you and you will receive an email invitation which will guide you through the sign-up process.


Connecting with clients online

  • Clients who want to use Medeo begin by directly contacting your office and scheduling an appointment in CIS (per normal process).  DO NOT direct clients to sign up at medeo.ca.  Clients MUST schedule their appointments by directly contacting your office first. 
  • Once you've scheduled an appointment or sent a secure message for them via the Medeo dashboard, an email invitation is automatically sent out to the patient.
  • Using that email invitation, patients can now sign up for Medeo and begin their online consultation.
    • Do not invite new clients who have not yet filled out paperwork through the Ocean platform (e.g. privacy/consent forms, demographic intake form).
    • Ensure to provide time for the client to setup their account on a desktop or download the Medeo app on a tablet or phone.


For Your Information: What devices can Medeo be used on?

Clients can access Medeo using their computer, smartphone, or tablet. 

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