Creating a Medeo Appointment

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:

1. Send email to student (username@uwaterloo.ca NOT username@edu.uwaterloo.ca) with a reminder about confidentiality and that they will receive email directly from Medeo with further instructions.

2. Record the appointment in your Accuro schedule and select Appointment-Video as the type.

3. Create the appointment in Medeo and be sure when selecting the appointment time to pay attention to am/pm. 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.

4. 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 Accuro.

5. Be sure to provide enough time for the client to set up their account on a desktop or download the Medeo app on a tablet or phone before the start of the appointment.

6. 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.

Conducting the Medeo Appointment

1. Go to Medeo and sign in to your account.

2. Start the appointment by clicking the “Start Conference” button or click on the client’s name in red (in “waiting room”).

3. Before the appointment begins, you will get a chance to double-check your video and audio settings.

4. Review confidentiality; ask if any questions or concerns.

5. Confirm client’s location.

6. Let client know that session will not be recorded but that any chat during session will become part of their chart.

7. At end of appointment, discuss process of using Medeo—inquire about how process was for them, any questions/concerns, ask about video and sound quality.

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

Bookmark Medeo in Chrome

1. Open Medeo in Chrome (provider.medeohealth.com).

2. Click the star beside the address bar.

3. Select where you'd like to bookmark the page, best to save it to the Bookmarks bar.

4. Click Done.

Split your screen or Use 2 Monitors

In Windows, the easiest way to split your screen is to use Snap Assist.

1. Open two or more windows and/or applications.

2. Place your mouse on an empty area at the top of one of the windows, hold down the left mouse button, and drag the window to either sides of the screen, as far as you can go to until your mouse won't move anymore.

3. Let go of the mouse to snap that window to the left/ride side of the screen. It should now fill half the screen, or the corner if you managed to drag it there.

4. Select any of the other windows that are now open on the right side to instantly snap it to the right side of the screen.

5. Now that the two screens are beside each other, you can drag the dividing line that separates them to resize both windows simultaneously. This is helpful if you need to see more of one and can manage a smaller view for the other.

Stable Internet Connection

Connect your computer to the internet with and Ethernet cable to avoid intermittent connection.
If you cannot connect your computer to the internet with an Ethernet cable, be mindful of the Wi-Fi usage—let any others around you using the Wi-Fi know that you are doing a virtual appointment.

Get a Webcam and/or a Headset

Webcams that are built into your laptop are acceptable, earbud headphones with mics work as a headset.

Virtual Appointment Backdrop

Be mindful of what is going on around you, choose a location with very low noise to avoid distractions.

Good vs. Bad Lighting

Avoid light coming in from behind or beside you, face a window if possible. Before your appointment Medeo also allows you to test and adjust the settings of your webcam.

Position your Webcam for the Best Views

Position your webcam where you can easily and comfortably make eye contact with the webcam when speaking in the appointment.

Do a Test Run

Get your co-workers to create a patient account & invite them to a test appointment; it is a great way to perfect the above settings and use real life scenarios.

Medeo doesn’t allow duplicate accounts so when they do create a patient account it needs to be with a different email address.

Coach your Patients

It may be a learning curve for the clients using this new technology. Take the time to answer any of their questions and help them get used to it.

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