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- Clients who want to use Medeo must begin by 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:
- Send email to student (username@uwaterloo.ca NOT username@edu.uwaterloo.ca) with reminder of confidentiality (see *), attachment re. medeo (word document) and link) and also remind them they will receive email directly from Medeo with further instructions.
- Counsellor records appt in CIS schedule-Record the appointment in your CIS calendar and be sure to select drop-down option of “video appt _/6”Counsellor creates appt .
- Create the appointment in Medeo -and be sure when selecting the appointment time to pay attention to am/pm
- Both counsellor and student will receive email from Medeo confirming appt
- Copy and paste any email correspondence into chart in CIS
- . Once you've scheduled an appointment in Medeo or sent a secure message
- to the client via the Medeo dashboard, an email invitation is automatically sent out to the
- client.
- 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)
- If there is any email correspondence about the appointment between you and the client, be sure to copy/paste that from Medeo into their chart in CIS.
- Ensure to provide enough time for the client to
setup - set up their account on a desktop or download the Medeo app on a tablet or phone before the start of the appointment.
- Before the appointment, you can view upcoming appointments and check if the client has confirmed their appointment or not. If client’s name is in blue, they have confirmed their appointment; if their name is grey, they haven’t.
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What devices can Medeo be used on?Clients can access Medeo using their computer, smartphone, or tablet.
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Audit Log |
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When a |
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Provider clicks on the ‘patient’ in the appointment list to view the client secure messages/notes, a record stamp is logged in the audit log. |
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Conducting the Medeo Appointment
- Go to Medeo and sign in to your account.
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 a Successful Medeo Appointment
Use Google Chrome
Medeo works best if used in Google Chrome, please download it if you do not already have it: Download Google Chrome
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