Skip to content
OutSmart Guide

OutSmart Meet Telemedicine

Get Started By Booking an Appointment

In order to lanuch a virutal meeting, you need to have an appointment booked for your patient in your calendar. As an example, let’s book an appointment in for today.

  1. Click on the current day in the calendar to start the booking process.
  2. Create a new patient if you haven’t already.
  3. Book the patient for the event type you just created.
  4. Scroll down and click Save to save the event.

Starting Your OutSmart Meet Session

After booking an appointment, you can start the session from the Dashboard.

  1. Click the OutSmart logo at the top-left to go back to the Dashboard.
  2. Locate the Daily Schedule card.
  3. Find the appointment you just booked and click the purple video button to the right of the row.

Daily Schedule – Starting an OutSmart Meet tele-medicine session.

This will give you two options:

This option sends an email to your client with a unique link to join the meeting. We recommend doing this a few minutes before the session to give them time to check their email. The link is permanent for that patient-practitioner relationship, so they can join the meeting at any time without interrupting other sessions.

Start OutSmart Meet

This option opens a panel with two choices:

  • Automatically send a link and start the session.
  • Start the session without sending a link (useful if you already sent the link).

Within a few moments, your client should be able to join the meeting.

Troubleshooting Common Issues

First, ask the client to check their spam or junk folder. If the email still isn’t there, some email systems block or filter automated emails from OutSmart’s servers entirely, and no OutSmart email will reach the patient.

You can still get the meeting link to the client manually, but the link isn’t shown on the appointment or in the send-link panel. You have to grab it from inside a live meeting session:

  1. Start the OutSmart Meet session from the Daily Schedule card as usual.
  2. Once you’re in the meeting, click the three-dot icon at the bottom of the video screen.
  3. Choose Invite people from the menu that appears.
  4. Copy the join link.
  5. Send the link to the client through any channel they can actually receive: a text message, or an email from your own clinic email account rather than an automated OutSmart email.

The client can then click the link to join. It’s the same link OutSmart would have emailed, and it stays valid for that patient’s appointment.

If a patient repeatedly can’t receive any OutSmart-generated emails (appointment confirmations, reminders, Smart Forms, invoices), it usually means their email provider has blocked our sender address. Contact us at contact.outsmartemr.com so we can check the delivery logs for that patient.

Connection Issues for You or Your Client

  • Ensure you are using a supported browser: Google Chrome or Firefox on a laptop or desktop computer.
  • A common issue is a corrupted browser cache. Clearing the cache can reset permissions. When you restart the session, your browser will ask for permission to access your microphone and camera again.

Your Client’s Video Is Not Coming Through

  • The client may need to give their browser permission to use the camera. This is often indicated by a red video icon in the browser’s address bar. Clicking this icon will allow them to enable their camera.
  • Ensure that you have cookies enabled in your browser, as the video portion of the meeting will not function without them.