Provider Portal

Getting Started

• A very important checklist to get started
• How to perform a test call on OnCall Health platform
• What happens after a Provider/ Admin clicks Create Appointment
• Best practices for new users
• How to filter OnCall emails in Gmail

Resources

• Email Template - Introducing OnCall Health to Existing Clients (text only)
• Email Template - Introducing OnCall Health to Your Clients (with images)
• Handout Download - Invite New Clients to Use OnCall Health
• Website Template - Adding OnCall Health to Your Website

Booking Page

• What happens after a client submits an appointment booking request?
• How to edit Online Appointments & Booking Requests
• How to review a new Appointment Request
• How to set Booking Availability

Appointments

• How to join a Video Session created by Coordinators?
• How to create a Video Appointment
• How to prepare for a Video Appointment via Browser
• How to create In Person Appointment
• How to create a Phone Appointment
• How to create a Group Appointment

See all 11 articles

Messaging

• How to create a Secure Messaging Session
• How to export Secure Messaging Sessions into .csv files
• Best Practices - Secure Messaging

Roster

• Roster Overview
• How to use Profile
• How to add and search for contacts in Roster
• How to create new appointments in Roster
• How to use notes in Roster
• How to download Session Notes as a PDF in Roster

See all 7 articles

Mobile

• How to use Secure Messaging on Mobile

Analytics

• How to download Analytics as a spreadsheet
• How to use Analytics
• How to view accented letters in CSV files

Payment

• How to process a payment later
• Billing FAQs
• How to set up Payment Processing
• How to update your OnCall subscription payment method

OnCall Health Privacy Policy

• OnCall Health Privacy Policy United States
• OnCall Health Privacy Policy Canada

Troubleshooting

• How to update a patient's email
• How to delete Attached Files?
• How to update your Google Admin Settings