Some patients see the doctor over video instead of coming in. This guide shows how to find the patient with their MR card, book the visit as a video visit, and open the call when it is time.
Click Front Desk › Appointments (/appointments). The page, Appointments & Queue, has the tabs Appointments, Today's queue and Calendar. Click + New appointment. The form says an appointment number is generated automatically.
Click in the Patient box and scan the patient's MR card. The reader types a token and presses Enter; the patient's name fills in (Muhammad Hamza Qureshi, MR-000035). The token is not the MR number.
Choose the Doctor (Dental Doctor). The Department fills in automatically (Aesthetics) from the doctor's profile, and the Estimated fee appears: PKR 6,000.00.
Choose Date & time (10/12/2026 11:00 AM). Duration (min) is 15 by default; change it if the consultation will be longer. Repeat as a series is optional; leave it closed for a single visit.
In Reason choose Consultation. The Scheduling check under the time says No conflicts: this slot is free and within working hours.
Turn on Telemedicine visit. A note appears: a secure in-app video room is used, so no Zoom, Meet or Teams account is needed. After booking, open the appointment and click Video visit to start the call and copy the patient's one-time join link. Portal patients can also join from their dashboard. Press Book appointment.
The appointment is booked and the number is generated: APT-000064, Muhammad Hamza Qureshi, Oct 12, 2026, 11:00 AM, marked Telemedicine. Click Join video visit to start the call. The row also offers Collect PKR 6,000.00 to take the fee, Edit and a More menu.
| Mistake | What you see | Fix |
|---|---|---|
| Scanning a card that was revoked | This card has been revoked or replaced. Ask reception to issue a new card. | Re-issue the card, then scan it |
| Forgetting the Telemedicine switch | No Join video visit on the row | Edit the appointment and turn Telemedicine visit on |
| Treating the scan as typing the MR number | The patient is not found | Scan the card token; or choose the patient by name |
| Item | Meaning |
|---|---|
| Telemedicine visit | Uses the built-in secure video room; no outside account needed |
| Department | Fills in from the chosen doctor |
| Duration (min) | Length of the visit; default 15 |
| Join video visit | Starts the call from the appointment row |
Do the doctor and patient need a Zoom, Meet or Teams account for a video visit? No. A secure in-app video room is used, so no outside account is needed. Open the appointment and click Video visit to start the call and copy the patient's one-time join link.
How does a patient join the video visit? You can copy the patient's one-time join link after clicking Video visit on the appointment. Portal patients can also join from their dashboard.
What do I do if the card scan says the card has been revoked or replaced? The message reads: This card has been revoked or replaced. Ask reception to issue a new card. Issue a new card and scan that one, or choose the patient by name.
Why is there no Join video visit button on the appointment? The Telemedicine visit switch was left off. Edit the appointment and turn Telemedicine visit on.
GridX HMS runs this whole workflow. See what GridX HMS does and what it costs, or browse all step-by-step guides.