1. How to view all the Scheduled Meetings?

📌Over-view

👥 Who Can Use This?

1. Clinic Administrator
2. Doctor(s)

Steps to View all Scheduled Meetings

1. Navigate to the Meeting Module 
2. From the left-hand navigation panel select  Meetings module.
3. A list of all scheduled meetings across patients will be displayed.
4. This view provides a quick overview of upcoming and past meetings.
5. To view the details of any specific meeting, click on the meeting title.

2.  How to schedule a new Meeting ?

1. To schedule a meeting, go to the  Meetings module.
2. ( Refer to the section  “Steps to View all Scheduled Meetings” for navigation assistance. )
3. Click on the  "Create Meeting" button at the top-right corner.
4. A meeting form will appear for capturing meeting details.
5. Refer to the table below for guidance on each field in the meeting form:

   Field	Description
   Title	Enter a title for the meeting - Ex - Follow up meet - PCOD
   Meeting Venue	Choose the meeting location. The location can be: In-Office, Client Location, Online.
   From	Start date and time of the meeting
   To	End date and time of the meeting
   Host	The person hosting the meeting. Defaults to the portal user (e.g., doctor/admin)
   Participant	Add the patient as the participant

1. If the meeting is set as  Online , an invite will automatically be sent to the patient via email.
2. Reminder email before the meeting is also sent to the participants.

3. How to edit an existing meeting ?

1. Navigate to the meetings module. ( Refer to the section  “Steps to View all Scheduled Meetings” for navigation assistance. )
2. Click on the  meeting title you want to update from the list.This opens the meeting details page.
3. Click the  "Edit" button at the top-right to open the form in edit mode.
4. Modify the necessary fields — for example, reschedule the date/time or update the meeting venue.
5. Once done, click  "Save" to apply the changes.