Content Comparison

Using Medeo for Appointments

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Creating a Medeo Appointment

• Clients who want to use Medeo must begin by directly contacting your office and scheduling an appointment in CIS (per normal process)registering through intake and must complete the registration forms and review the confidentiality form. DO NOT direct clients to sign up at medeo.ca.
• Once the client has done the above and indicated that they would like video counselling (instead of phone), please do the following:
  
  1. Send email to student (username@uwaterloo.ca
  .  Clients MUST schedule their appointments by directly contacting your office first. 
  1. NOT username@edu.uwaterloo.ca) with reminder of confidentiality (see *), attachment re. medeo (word document) and remind them they will receive email directly from Medeo with further instructions.
  2. Counsellor records appt in CIS schedule-be sure to select drop down option of “video appt _/6”
  3. Counsellor creates appt in Medeo-be sure when selecting time to pay attention to am/pm
  4. Both counsellor and student will receive email from Medeo confirming appt
  5. Copy and paste any email correspondence into chart in CIS
• 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.

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When a Medeo user (clinician) clicks on the ‘patient’ in the appointment list to view the client secure messages/notes, a record stamp is logged in the audit log. 

Before first appt-Clinician can view upcoming appts and check if student has set up account or not. If student’s name is in blue, they have; if in grey, they haven’t yet.

At first video appt: -Sign into account

-Provider can start appt by pressing “start conference” button or click on student’s name in red (in “waiting room”)

-Before starting, you will get a chance to double check camera, audio and microphone

-Review confidentiality; ask if any questions or concerns

-Confirm student’s location at time of call

-Discuss process of using medeo-inquire re. how process was for them, any questions, concerns-check in re. video and sound quality

-Let student know that session will not be recorded but that chat during session will become part of their chart

Tips for Successful Medeo Appointment

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