Explaining the Differences Between Our Mobile And Web Apps

Ly Do

Updated August 07, 2022 02:48

Overview

If you are a provider who uses a variety of devices to connect with your clients through the OnCall Health platform, please refer to this article for more information on what you CAN and CANNOT do on a mobile device compared to a desktop/ laptop.

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Available on both devices (mobile and desktop)
Available only on desktop/laptop

Guide 📖

Available on Both Devices

Create Appointments

On the Web application, please click on the "+" button on the bottom right corner. Please refer to this article.
On the Mobile application, please click on the "+ New" button on the top right corner. Please refer to this article.

Create Appointments from Roster

This will allow you to auto-populate the participant name and email address so you will not need to fill out these fields.

On the Web application, navigate to the Roster tab > Choose the desired contact > Click “Create New Appointment”. Please refer to this article.

On the Mobile application, navigate to the Address Book icon > Choose the desired contact > Click on “New”. Please refer to this article.

Edit and Cancel Appointments

On the Web application, click on “Edit” and “Cancel” button on the appointment card.
On the Mobile application, click on the “Pencil” and “Trash” icon on the appointment card.

Assigning Forms

On the Web application, click on the Paper clip icon > “Assign a Form” > Choose the desired form. Please refer to this article.
On the Mobile application, click on the Paperclip icon > “Assign Form” > Choose the desired form. Please refer to this article.

Attaching Files

On the Web application, click on the Paperclip icon > “Attach a file” > Choose your desired file. Please refer to this article.
On the Mobile application, click on the Paperclip icon > “Attach an image” OR “Attach a document” > Choose your desired file. Please refer to this article.

Downloading Attachments

On the Web application, navigate to the appointment the document was shared > Click on the download icon. Please refer to this article.
On the Mobile application, navigate to the appointment the document was shared > Click on the document icon > Navigate to the Files tab. Please refer to this article.

Live Chat During a Video Session

On the Web application, you will be able to chat with your patient on the Appointment Summary page during a video session.
On the Mobile application, you will be able to chat with your patient by clicking on the messaging icon.

Completing Appointments

On the Web application, click on the “Complete” button once the session is finished
On the Mobile application, click on the “Complete” button once the session is finished

Accessing a Roster Contact's Profile from Roster

This tab will allow you to see more information about a particular client such as their email address (can’t be changed), name, phone number and any related notes.

On the Web application, navigate to the Roster tab > Choose the desired contact. Please refer to this article.
On the Mobile application, navigate to the person icon > Choose the desired contact. Please refer to this article.

Accessing a Client's Appointment History from Roster

This will allow you to see the history of all appointments associated with a particular contact

On the Web application, navigate to the Roster tab > Choose the desired contact > navigate to “Appointments” page.
On the Mobile application, navigate to the person icon > Choose the desired contact > navigate to the “Appointments” page. Please refer to this article.

Accessing a Client's Files and Forms from Roster

This will allow you to see a gallery of all forms and files shared with a particular contact

On the Web application, navigate to the Roster tab > Choose the desired contact > navigate to the “Files and Forms” page.
On the Mobile application, navigate to the person icon > Choose the desired contact > Choose the according page.

Changing Video Resolution During a Session

On the Web application, once you have the Secure Video Client application open on your computer, please refer to this article.
On the Mobile application, once you join a video session, please refer to this article.

Creating a Messaging Session

On the Web application, navigate to the Messages tab. Please refer to this article.
On the Mobile application, click the messages icon. Please refer to this article.

Accessing Active and Archived Messages

On the Web application, navigate to the Messages tab. Please refer to this article.
On the Mobile application, click the messages icon. Please refer to this article.

Retrieving Appointment Receipts

On the Web application, navigate to the Past appointment tab. Find the appointment that you want to retrieve the receipt and click on the Invoice button.
On the Mobile application, navigate to Past appointment tab and click on the invoice icon to review your appointment receipt.

Creating a Group Session

On the Web application, click on the "+" button and click on "Add Participant" when creating a group session. Please refer to this article.
On the Mobile application, click on "New" button and click on "Add Participant" when creating the group session.