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Create a Scheduled Call

Updated

Scheduling calls for Wellness Hub users and their contacts can be done using the Care Portal or the HomeSight mobile app.  

To schedule a call:

  • Log into the Care Portal. 
  • Select the Wellness Hub user from the Accounts list.

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  • On the Schedule screen, click the + Add button.

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  •  Click the Add Call option.

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  • On the Create Call screen, under Participants, select the contact(s) to be added to the call.

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  • Enter the following details in the New Call Details section:
    • Name the Call: A short descriptive name for the call.
    • Call type:
      • Video Call / Zoom Meeting

      • If the call type is Zoom Meeting, a Zoom Meeting URL must be entered. A business or personal Zoom account and custom Zoom domains like yourcustom.zoom.us can be used.

        Note: You may privately invite individuals to the same Zoom event by creating an event for each participant and using the same Zoom Meeting URL

        HSPortal_Zoom_URL_rs_bd.png

    • Repeats

      • For Weekly occurrence, click on a day. For Customize occurrence, click on multiple days.

        HSPortal_Repeats_Customize_bd.png

    • Date
    • Start time
    • End Time
    • Reminder: A pop-up will appear on the Wellness hub at the stated time.
    • Description: This is optional. Use this field for a more detailed description of the call.

  • Click the Create button.

    Note: The Create button will not become active until all the mandatory information has been completed.

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