using evisit invitations (otninvites) · evisit (videoconference) help and the otn training centre...
TRANSCRIPT
1 v 8.0
This guide contains instructions to help you understand the basics of inviting a participant, who is not a registered OTNhub user, to join an eVisit videoconference.This involves creating and sharing:
• A link to the videoconference.• AnoptionalPersonalIdentificationNumber(PIN)foryourinvitedguests.• Contactinformationforusebytheinviteeiftheyhavequestionsorneedhelp.
Table of Contents
1 Understanding eVisit Invitations ..................................................................2ParticipantRequirements .........................................................................2Privacy and Security Best Practices .........................................................3
2 SettingorUpdatingAdminContactInformation .......................................43 Creating and Sending an Invitation .............................................................54 Viewing the Events List ................................................................................105 Viewing Event Details ..................................................................................11
Viewing OTNinvite Participants’ Status .................................................156 Hosting your Videoconference ..................................................................16
• Connecting as a Host in an Unscheduled Event ..................................16• ConnectingasaHostfromwithinOTNhub .........................................17• ConnectingasaHostviaaMobileDevice(notusingOTNhub) .........18• Connecting as a Host Using the Host URL - via OTNhub ....................19• JoiningasaHostfromaneMailInvitation WhenEventRequiresBothaGuestPINandaHostPIN ....................20
• JoiningasaHostfromaneMailInvitation WhenEventRequiresOnlyaHostPIN ..................................................21
• JoiningaVideoconferenceasaDelegate/Guest fromanEmailInvitation .........................................................................22Securing(locking)yourvideoconference ..............................................23
7 Updating an Invitation Event ......................................................................258 Copying an Invitation Event ........................................................................269 Re-sending an Invitation .............................................................................2710 Cancelling an Invitation Event ....................................................................28
Using eVisit Invitations (OTNinvites)
eVisit (Videoconference)
2UsingeVisitInvitations(OTNinvites)v 8.0
eVisitinvitationsbringanotherlevelofconvenienceandchoicetomeetviavideoin non-traditionalsettings,easilyandsimply,makingcareandcollaborationmoreaccessible than ever.
WitheVisitinvitations,youcansendanemailinvitation* to anyone in Ontario—both in and out of health care settings—privately and securely.
Yourinvitationemailincludesthedateandtimeofthevideoconferenceandalink.
Youcanalsogiveyourinviteesaunique‘guest’PINtousewhenjoiningyourvideoconference. The PIN provides additional security, as only those with the PIN can join.
• Duetoprivacyregulations,whenyouinvitesomeonetojoinavideoconference,thePINisnotincludedintheinvitationemail.YoucangivethePINtoyourinviteeduringyourinitialconsultationoroverthephone.(Ifthelatter,givethemthePINafteryouhavevalidatedtheiridentity.)
• ThePINmustbea6digitnumber.
OTNstronglyrecommendsthatwhenyoucommunicatewithpatientsviaemail,ensuretheyareinformedoftherisksandaskthemtosignaconsentform.(AspertheCanadian Medical ProtectiveAssociation(CMPA)guidelines .)
RecommendtothepeopleyouinvitethattheyuseaChromebrowserfortheireVisit. This browser provides better support for videoconferencing features.
Invitedusershavethefollowinglimitations:
• They can only joinconferences;theycannotstartthem.
• Theycanneithermakedirectcallsnorcantheyreceivedirectcalls.
1 Understanding eVisit Invitations
*If you are a delegate for another user you can schedule an eVisit invitation event on their behalf.
Participant Requirements
Aparticipantmusthaveeitherofthefollowingminimumrequirementsinordertoparticipate:
• Personalcomputerwith:• Highdefinitioncamera• HeadsetorSpeakerphonewithechocancellingmicrophone• High-speed internet connection
• Mobile device with:• Wi-Fior4G-LTEwirelessconnection
Forfulldetailsabouttechnicalrequirements,refertotheTechnical Readiness and RecommendedPeripherals guidesavailablefromeVisit(Videoconference)Help .
3UsingeVisitInvitations(OTNinvites)v 8.0
Understanding eVisit Invitations
OTNrecommendsthatyoufollowtheseprivacyandsecurityguidelineswhenyouinviteanon-registeredusertoaneVisit(Videoconference).Theseguidelineswillassistyouinensuringasafeandsecureevent.
Foramoreinformation,refertoPrivacyandSecurityRecommendations andotherdocumentsavailable at eVisit(Videoconference)Help and the OTN Training Centre .
eVisit Invitation Best Practices
• Wheninvitingsomeonetoaclinicalevent,setaPINtoincreasesecurity.• NeverincludePINinformationinanemailnotificationforclinicalevents.(Thisensuresthatanintercepted
emailwillnotincludeenoughinformationforathirdpartytojoinaPIN-protectedevent.)• Whenyoucreateaninvitation,confirmthenameandemailaddressofyourinviteebeforeclicking“Send”.• At the beginning of every videoconference, take attendance and do a roll call to identify all participants.
Email considerations
• Ensure that you and the people you invite to your videoconference are fully aware of the risks when usingemailcommunications.Thisincludes,butisnotlimitedtothefollowing:• Theprivacyandsecurityofemailcommunicationcannotbeguaranteed.• Emailscanintroducevirusesintoacomputersystem,andpotentiallydamageordisruptthecomputer.• Emailcanbeforwarded,intercepted,circulated,storedorevenchangedwithouttheknowledgeor
permissionofthephysicianorthepatient.Emailsenderscaneasilymistakenlyaddressanemail, resultinginitbeingsenttomanyunintendedandunknownrecipients.
• Emailisindelible.Evenafterthesenderandrecipienthavedeletedtheircopiesoftheemail,back-upcopiesmayexistonacomputerorincyberspace.
• Useofemailtodiscusssensitiveinformationcanincreasetheriskofsuchinformationbeing disclosed to Third Parties.
• Emailcanbeusedasevidenceincourt.• Thereisnoguaranteethatemailmessagessent,wouldbereceivedbytheintendedrecipient.
Emailsmaygetcaughtinspamfilters.
Privacy and Security Incidents
• Reportanyprivacyorinformation-securityrelatedincidentstoyourPrivacyorInformationSecurityofficer,respectively(e.g.,theftofaniOSmobiledevicethathastheOTNconnectapp).
• AnybreacheswiththepotentialtoaffectotherorganizationsshouldalsobereportedtoOTNby [email protected].
• Ifyouinadvertentlyconnectwiththewrongsiteand/orsystempleaseemailtheOTNPrivacyTeam at [email protected]/personactinginthatcapacitytoinformthemof the privacy breach.
Privacy and Security Best Practices
General Privacy and Security Practices
• Be aware of your surroundings. Never use personal and/or portable videoconferencing technology in a public orunsecuredenvironment(e.g.,airport,internetcaféoropenarea).
• Bemindfuloftheprevalenceofmalwareandmaliciousapps.Ensureyourdeviceissecurewithanti-virus,firewall,andanauto-lockscreensaver.
• DonotshareyourusernameandpasswordwithanyoneandInformyourinviteethattheyshouldnotsharetheirinvitationemail,eventlinkURLorPINwithanyone.
• Donotleaveyourcomputerlogged-inifyouexpecttobeawayfromyourdeskforalongperiodoftime.Lockyourcomputerbypressing<Ctrl><Alt><Del>keystogetherandthenselecting“Lock”.
• Review/update/familiarizeyourinternalprocesses(wherenecessary&appropriate)tosupportOntarioprivacylegislation: PersonalHealthInformationProtectionAct,2004(PHIPA) , FreedomofInformationandProtectionofPrivacyAct(FIPPA) , and MunicipalFreedomofInformationandProtectionofPrivacyAct(MFIPPA) .
4UsingeVisitInvitations(OTNinvites)v 8.0
2 Setting or Updating Admin Contact Information
Before you start sending eVisit invitations, OTN recommends that you first set up your Administrative Contact.
Theadministrativecontactinformationidentifieswhovideoconferenceparticipantsshouldcontactiftheyhavequestionsabouttheevent.
Youcanputyourowncontactinformationhereoridentifythepersonwhomanagesyourvideoconferencingschedule.
It is the only contact informationthatappearsinemailinvitationsforlearning or meeting* events.
For all learning and meeting events (ifanAdminContactisprovided):
• The Administrative Contact is sent a copy of all invitations.
• If the Administrative Contact changes per event, please remember to change the information in Self Serve.
Whenprovided,theAdminContactinformationappearsinthefollowingplaces:
Clinical Events Learning & Meeting Events
EmailInvitation* X
Patient Handout
2. To access the OTNhub services screen, select the Services link.
The Services screen appears.
3. To view the Videoconference service settings, locate the row titled Videoconference and click its associated Settings icon .
The Videoconference Settings options appear underneath the Videoconference row.
To hide the settings, click the Settings icon .
4. GototheOTNinvite - Administrative Contact Informationsectionandtypetheinformationintheappropriatefields(Name, Phone, and Email).
5. To save the settings, click the Submit button.
If all is okay, the Settings screen reloads and a success messageappears.
Ifthereisanerror,anerrormessageappears.Correctthe error and try again.
6. Ifyouchangeyourmindanddonotwanttoupdatetheinformation,clicktheCancel button.
Figure 1: Userpanelmenu
Figure 2: Videoconference settings icon
Figure 3: Videoconference settings options
*Forclinicalinvitations,onlytheinviteereceivesanemail.NeitherthesendernortheAdminContactreceiveanemail. Forclinicalinvitationevents,youcanfindalltheinformationyouneedintheEventDetailsorPatientHandout.
1. If you are not already logged in to the OTNhub, open a browser window, sign in at otnhub.ca , and click the User Panel icon in the top banner.
The User/Self Service panel appears.
5UsingeVisitInvitations(OTNinvites)v 8.0
Figure 6: Actions&Favourites
3 Creating and Sending an Invitation
Figure 5: Connect to in Events List
Figure 4: OTNhub landing page links
Figure 7: Clinicalinvitationform
1. Log in at otnhub.ca :
• If you are on the landing page:• To invite a non-OTN member(e.g.,apatient),typetheiremailaddress
in the Connect with a Patient at Home panel, click .• To invite an OTN memberorroom-basedsystem,
in the Make a Video Call panel, click .
• OrfromanywhereintheOTNhub,clickVideoconference in the bottomnavigationbarandthen:
• Cick at the top of the Events List, or
• Click the Actions & Favourites icon in the top banner and in the Actions section of the panel, click .
A Call Settings panel appears with a default setting of OTN Member.
3. To access invitation settings, click the Connect to selector or click beside the toggle switch.
Thefieldsdisplayedwithintheformdependonwhich Call Purposeyouselect:clinical,learning,ormeeting.
4. Fillinthefieldsasdescribedbelow.
Field DescriptionGuestnameand Guestemail
Typethenameandemailaddressofthepersonyouwanttoinviteintheappropriatefields.
IfyoustartedfromConnect to a Patient at Home, theemailispre-filledwiththeemailyouprovided.
Ifyouwanttoinvitemorethanoneparticipant click for each additional person and provide theirnameandemailaddress.
eVisiteventslimitthenumberofparticipantsthatcanattend, which includes the host, guests, and delegate.
Bothclinicalandnon-clinicaleventshaveamaximumof twenty participants.
TheinviteenameappearsintheOTNhubEventDetails(butnotintheemailinvitation).
Anemailinvitationwillbesenttotheaddressesyouprovide.Theemailincludesthescheduleddateandtimeandalinktothevideoconference.
Patient Eligibility A checklist tohelpdetermineifapatienthastherightequipment,skills,andknowledgeforusingvideo visits.
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6UsingeVisitInvitations(OTNinvites)v 8.0
Field DescriptionSchedule...on behalf of Thisfieldappearsonlyifyouareadelegatefor
anotheruser(thatis,youareassociatedwithanotherOTNhubVideoconferencesystem).
Toviewalistofavailablenames*,clickinthefield.
Whenyouselectanameotherthanyourown,TheCall button becomesinactive.Youcanonlyscheduleaneventforanotheruser.(Youcannotcall ontheirbehalf.)
Seealso,thequickreferenceguideeVisit Invitations by Delegate .
Host PIN The“host”PINisrequiredwhenyoujoinyoureventusing the Host URL via the Event Details , viaadelegate’semail, or via the “StarteVisit”linkintheinvitationemail.(Youdonotneed the Host PIN when you join an event using the event’sCallbutton.)
• IfyouwantthesystemtoautomaticallycreateaHostPINforthesession,leavethenumberthatappearsbydefaultinthefield.
• If you want to specify a Host PIN yourself, type a 6digitnumberinthefield.
GuestPIN Toincreasesecurity,youcanadda“guest”PINthataparticipantmustusetojointhevideoconference.
• IfyouwantthesystemtoautomaticallycreateauniquePINforthesession,leavethenumberthatappearsbydefaultinthefield.
• If you want to specify a PIN yourself, type a 6 digit numberinthefield.
Forprivacyandsecurityreasons,theemailinvitationwillnotincludethePIN.YoumustcontacttheinviteeyourselfandprovidethemwiththePIN.
Call Purpose Clinical events involve at least one health care providerandoneormorepatientswhoarediscussedor participate in the call.
Learning events involve a speaker and an audience, such as conferences, workshops, interest group sessions,trainingprograms,orlunchandlearnsessions.
Meetingeventsinvolveorganizational,operational,ormanagementcontentsuchascommittees,workinggroups, project status reports, or interviews.
*Delegatornamesarelistedalphabeticallybylastname.
Figure 8: Learninginvitationform
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7UsingeVisitInvitations(OTNinvites)v 8.0
Creating and Sending an Invitation
Field DescriptionEvent Title Requiredforlearningandmeetingevents.(Forclinical
events, if you don’t provide a title, the default title is ‘ClinicalEvent’.)
Typeameaningfultitleinthefieldandtoensurereadability use a title that is less than 100 characters.
# of patients to be discussed or seen
Requiredforclinicalevents.Defaultsto‘1’.
Typethenumberofpatientsthatwillbeseen(ordiscussed)duringthecall.
Patient Present? Requiredforclinicalevents.Defaultsto‘present’.
Ifnopatientwillbepresentduringthecall,select‘notpresent’.
‘Iam’or ‘athirdpartyis’ the Consulting HCP
Requiredforclinicalevents.Defaultsto‘Iam’.
Identify your role in the videoconference by selecting whether you, or a third party is the consulting health care professional.
Date*andTime Start now & Send Invite: Select this option if you want the videoconference to start as soon as you click
the Send Invite button.
Schedule & Send Invite: Select this option if you want the videoconferencetooccuratafuturedateortime.
To select a date, click in the DatefieldandusetheCalendar pop-up ortypeadateusingtheformatYYYY-MM-DD.
Select the desired Start and End Times or typethetimeusing24hourformat(e.g., type 14:00 for 2:00p.m.)
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Figure 9: Schedule pop-up
8UsingeVisitInvitations(OTNinvites)v 8.0
Creating and Sending an Invitation
5. Toinitiatetheinvitationrequest,youhavetwochoices:
• Toselectafuturestarttime,click Schedule & Send Invite and skip to the nextpageforinstructions.
• Toselectanimmediatestarttime,click Start Now & Send Invite*.
If you selected Start Now & Send Invite:
A Create Event confirmation dialogboxappearswhichcontainstheinvitation details.
i.) Reviewthename,emailaddress,andotherinformationtoensurethat everything is correct.
ii.) To send the invitation, click the Create button.
Invitee:• Issentanemailwhichincludesthescheduleddateandtime
and a link to the videoconference. – IfyouspecifiedaPIN,youneedtogivethistothemyourself. – Iftheeventincludesmultipleparticipants,eachpersonissenttheemailinvitationvia“blindcc”.
• Theycanusethelinkintheinvitationemailtojoinyourvideoconference. Instructions are available at eVisit Help Centre .
VideoconferenceHost(usuallyyou,thepersoncreatingtheinvite):• Whenconnected,a“Welcome”videopanelappears.Ifyouarethefirstparticipanttoentertheconference,youwillseeonlyyourselfinthe self-view picture-in-picture at the top-right of the video panel.
• Onlyafteryouconnectwilltheotherparticipant(s)beallowedintothevideoconference.(SeeConnecting as a Host in an Unscheduled Event on page 16.)
• In the background, the videoconference is added to your Events List and its Event Detailsbecomeavailable. (SeeViewing Event Details on page 11.)
• Youdonotreceiveacopyoftheinvitationemail.
YourAdminContact(ifsetupinyourVideoconference Settings ):• Fornon-clinicalevents,theAdminContactreceivesacopy oftheemailinvitation.
• Forclinicalevents,theAdminContactdoesnotreceiveacopy (onlytheinviteereceivestheemailinvitation).
Figure 10: Confirmation-sendandstartnow(clinical)
Figure 13: Event details
Figure 11: Confirmation-sendandstartnow(non-clinical)
Figure 12: Event in Events List
* If you are a delegate scheduling on behalf of another user, you can only scheduleanevent.The“StartNow&SendInvite”buttonisinactive.
9UsingeVisitInvitations(OTNinvites)v 8.0
Creating and Sending an Invitation
If you selected a future start time Schedule & Send Invite:
A Schedule event with panel appears.
i.) To select a date, click in the DatefieldandusetheCalendar pop-up ortypeadateusingtheformatYYYY-MM-DD.
ii.) Select the desired Start and End Times or typethetimeusing24hourformat(e.g.,type14:00for2:00p.m.)
A Schedule Event confirmation dialogboxappears,whichcontainstheinvitation details.iii.) Reviewthename,emailaddress,andotherinformationtoensurethat
everything is correct.iv.) The host or their delegate can update the Administrative Contact
information.Toaddorchangeadmincontactinfo,clickthe“update“linkandfollowtheon-screenprompts.Oncesaved,thecontactwillberememberedforthehost’sfutureOTNinviteevents,andthehost’svideoconference settings will also be updated.
v.) Toreviewa’patienthandout’summarizingtheeventdetails, leavethe“View the patient handout...”checkboxselected. (Thisisforyourreviewonly.Thehandoutwillnotbesenttothepatientautomatically.Youcanprovideittothepatientyourself,ifnecessary.)
vi.) To send the invitation, click the Schedule button.
ThesystemchecksyoureVisit(Videoconference)calendarforconflicts. Ifyoursystemisalreadybookedforthespecifieddateandtime,anerrormessageappearsatthetopofthepanel.Selectadifferentdateor timeandthenclicktheSchedule and Send Invite button again.
Iftherearenoconflicts:Invitee:
• Isimmediatelysentanemailwhichincludesthescheduleddateandtimeandalinktothevideoconference.
– IfyouspecifiedaPIN,youneedtogivethistothemyourself. – Iftheeventincludesmultipleparticipants,eachpersonissent theemailinvitationvia“blindcc”.
• Theycanusethelinkintheinvitationemailtojoinyourvideoconference. Instructions are available at eVisit Help Centre .
• Issentasecondcopyoftheemailonedaybeforetheirscheduledevent.(Itissentbetween5am–6amthedaybeforetheeventsotheywillhave24+hoursnotice).
VideoconferenceHost(thepersoncreatingtheinvite):
• For clinical events, if you selected to view a patient handout, a new browsertabopenswiththeevent’ssummary.Ifyoudidnotselectapatienthandout,theeVisit(Videoconference)calendardisplaysthescheduled date.
• Fornon-clinicalevents,theeVisit(Videoconference)calendardisplaysthe scheduled date.
• The videoconference is added to your Events List.• Youdonotreceiveacopyoftheinvitationemail.• If you are a delegate scheduling on behalf of the host, you receive a copyoftheemailinvitation.
YourAdminContact(ifsetupinyourVideoconference Settings ):• Fornon-clinicalevents,theAdminContactreceivesacopyof theemailinvitation.
• Forclinicalevents,theAdminContactdoesnotreceiveacopy (onlytheinviteereceivestheemailinvitation).
Figure 14: Schedule panel
Figure 15: Confirmation-scheduleandsendinvite(clinical)
Figure 16: Event in Events List
Figure 17: Event details
Figure 18: Patient handout
10UsingeVisitInvitations(OTNinvites)v 8.0
4 Viewing the Events List
The Event List displays, by day, all of your eVisit events for the selected day.
If you are a delegate, you can view the Events List for any delegator withwhomyouareassociated.
1. Sign in at otnhub.ca and access the Videoconference service.
By default, an OTNinvite event appears in the Events list if it involvesyoureVisit(Videoconference)systemoryouareaconsultant,organizer,requestororpresenterintheevent.
2. To view a delegator’s Events List, click the Delegator drop-downfieldandselectthedesiredname.
The list refreshes to display events for your selected delegator’ssystem.
Events for which you are a delegate appear with agreyEventTypeicon(e.g., clinical or meeting) and will not include an active Call button.
To view the current status of guests in listed OTNinvite events, click Refresh OTNinvite Status at the top of the list. See Viewing OTNinvite Participants’ Status on page 15. (Appearsonlyonthecurrentdate-notpastorfuturedates.)
Figure 19: Events List with no delegators
Figure 20: Delegate’s Events List
11UsingeVisitInvitations(OTNinvites)v 8.0
5 Viewing Event Details
Figure 21: Event list and event details
Figure 22: Learning event details
Event Actions
Action Description
Call Appears only on the date when the event is scheduled to start.
See Hosting your Videoconference on page 16.
Re-send Invite
Appearsupuntil11:59p.m.oftheevent’s scheduled date.
See Re-sending an Invitation on page 27.
Cancel Event
Whenyoucancelanevent,anemailissenttoyourinviteenotifyingthemofthecancellation.
See Cancelling an Invitation Event on page 28.
Copy Event Youcancreateanewevent(basedonthedetailsofanexistingevent)atanytime.
See Copying an Invitation Event on page 26.
Change Date, StartTimeorEndTime
Appearsupuntil11:59p.m.oftheevent’s scheduled date.
See Updating an Invitation Event on page 25.
Change NumberofPatients
Appears for clinical events.
See Updating an Invitation Event on page 25.
Host URL A link to access the invitation event as host.
See Connecting as a Host Using the Host URL - via OTNhub on page 19.
GuestURL A link to access the invitation event as a delegate. (Thatis,asaninvited“guest”).
See JoiningaVideoconferenceasaDelegate/GuestfromanEmailInvitation on page 22.
Patient orGuestHandout
A link to open a new browser window with a printer-friendlysummaryoftheeventdetails.
Thissummarycanbeprintedandgiventothepatientwhen they are visiting their provider, prior to their scheduled OTNinvite event.
The Event Details page is where you can review the details and access moreinformationabouttheevent.Afteryousendanemailinvitation,theevent appears in your Events List.
Youcanperformvariousactionsonaneventdependingonthedateandtheevent’sstatus.Formoreinformation,seeEvent Actions below.
To view the event details:
1. Using the Calendar panel, navigate to the event’s scheduled date and locate the event in the Events List.
2. To view the event details, click its Events List entry.
3. Toreturntothemonthlycalendar,clicktheCalendar link in the top left of the Event Details panel.
12UsingeVisitInvitations(OTNinvites)v 8.0
Viewing Event Details
Field Descriptions
Field (inorderof appearance)
Description
Event Information
Category Learning events involve a speaker and an audience, such as conferences, workshops, interest group sessions, trainingprograms,orlunchandlearnsessions.
Meetingeventsinvolveorganizational,operational,ormanagementcontentsuchascommittees,workinggroups, project status reports, or interviews.
Clinical events involve a consultant and either another healthcareprofessional(whereoneormorepatientswillbediscussed)orapatientorpatient’sfamily.
Date, StartTime,andEndTime
Theevent’sscheduleddate(YYYY-MM-DD), andthestartandendtimesin24hourformat(HH:MM).
Youcanchangethesefieldsupuntil11:59p.m.oftheevent’sscheduled date.
See Updating an Invitation Event on page 25.
Event Title The title given to the event by the person who created and sent the invitation.
Ifnotitlewasprovided,thedefault‘ClinicalEvent’,‘LearningEvent’,or‘MeetingEvent’appears.
On the day the event is scheduled to start a Call button appears beside the title, and you can connect to and join the videoconference.
Additional information
Forclinicalevents,theConsultant’snameappears.
Formeetingorlearningevents,ThePresenter/Speaker/Chair’snameappearsandifprovidedadescriptionoftheevent.
OTNinvite Status
Appears only when there is at least one participant connected in an OTNinvite event on the current date.
Beforethehostjoins,thegueststatusis“waiting”.Afterthehost*joins,allparticipantsshowastatusof“connected”.Thepanelliststhetime,name,androleofanyparticipantwhois waiting or connected. See Viewing OTNinvite Participants’ Status on page 15.
Figure 23: Meeting details
Figure 24: OTNinvite status panel displayed
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* Or when a delegate joins the video visit as host.
13UsingeVisitInvitations(OTNinvites)v 8.0
Viewing Event Details
Field (inorderof appearance)
Description
eVisit Invitation Details
Host URL Thehost’slinkaddressforthevirtual‘room’wherethevideoconferencewilltakeplace.ThisisauniqueURLforeachvideoconference.
If you are the host for the event, use this link to access the videoconference. Until the host joins, all other participants remaininthevirtual“waitingroom”.
If you are a delegate and you will also attend the event, use the Start eVisit link intheinvitationemailtojointhevideoconference(ortheGuestURL).
This URL is an active link that you can use to test your videoconference setup, up to and including the day of the event.
Host PIN ThePINthatidentifiestoeVisit(Videoconference)whoishosting the event. Each event can have only one host.
When the host enters the videoconference using the Host PIN, it signals eVisit to connect all active participants.
GuestURL For all participants who are not the host, the link address for thevirtual‘room’wherethevideoconferencewilltakeplace.ThisisauniqueURLforeachvideoconference.
This URL is an active link that you can use to test your videoconference setup, up to and including the day of the event.
GuestPIN ThePINsetbytheevent’screatortoaddanextralayerofsecurity to the event.
Only appears if a PIN has been set for the event by the event’s creator.
When a PIN is set, the invitee will have to enter it before they can join the videoconference.
ThePINisnotincludedintheinvitationemailandthepersonsendingtheinvitationmustgivethePINtotheinviteeinaseparatecommunication.
Patient orGuestHandout
A link to open a new browser window with a printer-friendly summaryoftheeventdetails.Thissummarycanbeprintedand given to the patient when they are visiting their provider, prior to their scheduled OTNinvite event.
HostSystem ThesystemnameoftheeVisit(Videoconference)userwhocreated and sent the invitation and who will be hosting the videoconference.
Administrative Contact
Informationidentifyingthepersontocontactforquestionsabout the event. The host or their delegate can update this information.
ToaddAdministrativeContactinformationorchangethecontactinformation,click andfollowtheon-screenprompts.
FormoredetailsabouttheAdministrativeContactinformation,see, SettingorUpdatingAdminContactInformation on page 4.
Figure 25: Clinical OTNinvite details
Figure 26: Patient handout
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Viewing Event Details
Field (inorderof appearance)
Description
Guests Thenameandemailaddressbelongingtoeachofthepeopleinvitedtothevideoconferenceandtowhomtheinvitationemailwassent.
Total participants
Thetotalnumberofparticipantsscheduledforthevideoconference. This includes the host, invited guests, and the host’s delegate.
Event Details
Event ID Auniquenumberassignedtoeveryvideoconference.
Ifyouneedtocontacttheevent’sorganizerorOTNCustomerCare,quotethisnumbertoidentifytheevent.
IfyouarearegisteredNcompassuserandthe‘hostsystem’oftheevent,theEventIDisanactivelinktoopentheNcompassEvent Details.
NumberofPatients
Thenumberofpatientsthatwillbeseenordiscussedduringthe videoconference.
You can change the Number of patientsforaneventatanytime.
To change the Number of patients, click besidethenumber,typeanewnumber,andsubmit.
Scheduled by Only appears if the event was scheduled by a delegate on behalf of another person.
Displaysthenameofthedelegatewhoscheduledtheevent.
Last Edited by Displaysthenameofthepersonwholastededitedtheevent.
Figure 27: Clinical event details
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Viewing Event Details
Viewing OTNinvite Participants’ Status
On the current date,an OTNinvite event’s host and their delegates can see at a glance if any participants have joined a scheduled video visit.
TheEventsListdisplaysasummaryofparticipantstatusforeachOTNinvite event.
1. TocheckthemostrecentstatusforalllistedOTNinviteevents, click the Refresh OTNinvite Status link at the top of the list.
• When guests have joined an event but the host has not yet joined, thenumberofwaiting guests appears highlighted with yellow.
• After guests have joined an event and the host is also present, the numberofconnected participants appears highlighted with green.
The status includes both guests and host.
2. To view details about the waiting guest or connected participants, click the event entry in the Events List.
The Event Details displays an OTNinvite Status panel that lists for each participant:
• Thenameenteredwhentheyjoinedthevideovisit.• Thetimewhentheylastjoined.• Theirrole-either‘guest’or‘host’.
3. ToviewthemostcurrentstatusdetailsandresfreshtheEventsList:
Figure 28: OTNinvite status in Events List
Figure 29: Eventdetailswith‘waiting’status
Figure 30: Eventdetailswith‘connected’status
• Click the Refresh link at the top-right of the OTNinvite Status panel.
• Or click the Refresh OTNinvite status link at the top of the Event List.
16UsingeVisitInvitations(OTNinvites)v 8.0
6 Hosting your Videoconference
Figure 31: Create invite - start now button
Figure 32: Videowelcomescreen
Figure 33: Video in session
Atthescheduleddateandtimeofyourvideoconference,login,connect,andwaitforyourinvitedparticipantstojoin.
Afterallparticipantshavejoinedthevideoconferenceandyouhavetakenattendance,besureto‘lock’thevideoconference. This helps prevent privacy breaches. When you lock your videoconference, no one else can join.
• Connecting as a Host Using the Host URL - via OTNhub on page 19
• JoiningasaHostfromaneMailInvitationWhenEventRequiresBothaGuestPINandaHostPIN on page 20
• JoiningasaHostfromaneMailInvitationWhenEventRequiresOnlyaHostPIN on page 21
• JoiningaVideoconferenceasaDelegate/GuestfromanEmailInvitation on page 22
Only after the host connects will all invited participants be connected.
As a host or delegate, you can connect to an OTNinvite videoconference indifferentways.Followtheinstructionsthatsuityoursituation:
• Connecting as a Host in an Unscheduled Event(seebelow)
• ConnectingasaHostfromwithinOTNhub on page 17
• ConnectingasaHostviaaMobileDevice(notusingOTNhub) on page 18
Connecting as a Host in an Unscheduled Event(on-demand or ad-hoc)Tostartavideoconferencethatbeginsimmediately,whencreatingtheinvitation, click the StartNow&SendInvitebutton.
1. When you click StartNow&SendInvite,avideopanelappears.
• Youareautomaticallyidentifiedasthehost.
• Whenyouinitiallyentertheconference,youwillseea“Welcome”imageinthelargepanelwithyourself-viewatthetopright.
• Onlyafteryouconnectwilltheotherparticipant(s)beallowedinto the videoconference and when they’re connected the Welcomeimagewillbereplacedbyavideoimage.
2. Formulti-pointcalls,afterallparticipantshavejoinedthemeeting, take a roll call and then lock the videoconference. This helps prevent privacy incidents. See Locking an event joined via a Start Now invitation on page 24.
3. The videoconference controls are the standard ones, as described in the user guide Using the Video Window .
17UsingeVisitInvitations(OTNinvites)v 8.0
Hosting your Videoconference
Connecting as a Host from within OTNhub
If you have previously scheduled the videoconference, on the scheduled date a blue Call button appears in the Events List and in the Event Details.
Note:Youwillnotreceiveanautomaticnotificationaboutascheduledevent.YoumustlogintotheOTNhubandmanuallyconnect.
1. Using the Calendar, navigate to the date on which the videoconference is scheduled and locate it in the Events List.
2. To view the videoconference’s Event Details, click its entry in the Events List.
3. To start the call, click the Call button either in its Events List entry or in the details panel.
4. When you the Call button a video window appears.
• Youareautomaticallyidentifiedasthehost.
• When you initially enter the conference, you will see a “Welcome”imageinthelargepanelwithyourself-viewatthe top right.
• Onlyafteryouconnectwilltheotherparticipant(s)beallowed into the videoconference and when they’re connectedtheWelcomeimagewillbereplacedbya videoimage.
5. Formulti-pointcalls,afterallparticipantshavejoinedthemeeting,takearollcallandthenlockthevideoconference.This helps prevent privacy incidents. See Locking an event joined via a Start Now invitation on page 24.
6. The videoconference controls are the standard ones, as described in the user guide Using the Video Window .
Figure 34: Call button in Events List and Event Details
Figure 35: Welcomescreen
Figure 36: Video in session
18UsingeVisitInvitations(OTNinvites)v 8.0
Hosting your Videoconference
Connecting as a Host via a Mobile Device (not using OTNhub)
A Welcome to eVisit screen appears.
2. Click .
A Pexip screenappearsandacoupleofpermissionpop-ups.
3. Tap OKtopermitaccesstoyourcameraandcalendar.
APexipapp“You’re invited to”videoscreenappearswithyour self-view and three options.
4. TypeyournameintheNamefield.
5. Tap the Video option.
A PINdialogboxappears.
6. Type the Host PIN and then tap .
7. When connected, a video window appears. • Ifyouarethefirstparticipanttoentertheconference,youwill
seea“Welcome”imageinthelargepanelandyourself-viewatthe top right.
• After other participants join, you will be connected and see both themandyourself-view.
8. To end the conference:i.) Tapanywhereinthevideoimagetoviewthecontrolbarand
then tap the End Callicon( ).
ii.) Click intheconfirmationpop-up.
iii.) Tapyourdevice’sHomebuttontoexittheapp.
Note: Youmusthavethe Pexip Infinity Connect app installed onyourmobiledevicebeforeaccessingtheHostURL.
You will need the Host URL and Host PIN.
Thehost’sdelegatecancopy[CTRL+C]theseitemsfrom the OTNhub Event Detailsandpaste[CTRL+V]theminto anemail,whichtheysendtotheevent’shost.
1. OpentheemailwiththeHostURLandHostPINandtaptheHostURL.
Figure 37: Event access screens
Figure 38: Video in session
19UsingeVisitInvitations(OTNinvites)v 8.0
Hosting your Videoconference
Note:Youwillnotreceiveanautomaticnotificationaboutascheduledevent.YoumustlogintotheOTNhubandmanuallyconnect.
1. Using the Calendar, navigate to the date on which the videoconference is scheduled and locate it in the Events List.
2. To view the videoconference’s Event Details, click its entry in the Events List.
3. You will need the Host Pin for step #7. Therefore, select the Host PINtextandcopy[CTRL+C]toyoursystemclipboard.
4. To start the call, click the Host URL in the Event Details.
A Welcome to OTNscreenappearsbrieflyfollowedby an OTN Log In screen.
5. In the OTN Log Inscreen,typeyournameintheNamefieldand then click .(ThenameyouenterappearsintheParticipantslist.)
A Select your camera and microphone panel appears with your default devices selected.
6. Leave the default devices selected or change as desired and then click .
A PIN pop-up* appears.
Figure 39: Host URL and Host PIN in event details
Figure 40: Event access screens
Figure 41: Video in session
7. Paste(Ctrl+V)theHost PINyouearliercopiedfromthe EventDetails(step#3)intothePINfieldandthenclick .
8. When connected, a video window appears. • Whenyouinitiallyentertheconference,youwillseea“Welcome”
imageinthelargepanelandyourself-viewatthetopright.• Onlyafteryouconnectwilltheotherparticipant(s)beallowed
into the videoconference and when they’re connected the Welcomeimagewillbereplacedbyavideoimage.
• As host, you have access to additional videoconference controls via the Menu( )buttonatthetopleftofthevideoscreen. These include:
• Add a new participant (Donotuse;NotapplicablewithOTNhub)• Lock conference • Mute all guests• Disconnect all participants
9. Formulti-pointcalls,afterallparticipantshavejoinedthemeeting,takearollcallandthenlockthevideoconference. This helps prevent privacy incidents. See Locking an event joined via a Host URL on page 23.
*ThePINpop-up’sappearancedependsonhowmanyPINstheeventrequires.• IftheeventrequiresbothaHostPINandGuestPIN,asimplePINpop-upappearswithjustthePINfield.EntertheHostPIN.• IftheeventrequiresonlyaHostPIN,thePINpop-upcontainsboth“Selectyourrole”radiobuttonsandaPINfield.
Leavetherole“Host”selectedandentertheHostPIN.
Connecting as a Host Using the Host URL - via OTNhub
Insomecircumstances,adelegatemightneedtojoinasa‘host.
TodothistheymustusetheHostURLbecauseaCallbuttondoesnotappearfordelegates.Forexample,whenadelegatenoticesthatapatienthasalreadyjoinedaneventandtheywanttotemporarilyjoinasahosttonotifythepatientaboutthedoctor’s pending arrival.
20UsingeVisitInvitations(OTNinvites)v 8.0
Hosting your Videoconference
Note: The“permissions”pop-upsaredifferent, depending on which browser you use.
1. Opentheevent’semailinvitationandclick . (Note:Yourbrowsermustbesettoallowpop-ups.)
An OTN Log In screen appears.
2. In the OTN Log Inscreen,typeyourname in the Namefieldandthenclick .
A Select your camera and microphone panel appears with your default devices selected.
3. Leave the default devices selected or change as desired and then click .
4. A PIN code pop-up appears. Type the Host PIN and then click .
5. When connected, a video window appears. • When you initially enter the conference, you will see a
“Welcome”imageinthelargepanelwithyourself-viewatthe top right.
• Onlyafteryouconnectwilltheotherparticipant(s)beallowed into the videoconference and when they’re connectedtheWelcomeimagewillbereplacedbyavideoimage.
• As host, you have access to additional videoconference controls via the Menu( )buttonatthetopleftofthevideo screen. These include:
• Add a new participant (Donotuse;NotapplicablewithOTNhub)
• Lock conference
Joining as a Host from an eMail Invitation When Event Requires Both a Guest PIN and a Host PIN
Anevent’sOTNinviteemailcontainsalinkforjoiningthevideoconference.Tojoinasthe“host”,youneedtheHostPIN.
• Mute all guests• Disconnect all participants
6. Formulti-pointcalls,afterallparticipantshavejoinedthemeeting,take a roll call and then lock the videoconference. This helps prevent privacy incidents. See Locking an event joined via a Host URL on page 23.
7. To end the conference, click the End Callbutton( )inthetoolbaratthebottomofthevideowindow.
Figure 42: Event access screens
Figure 43: Video in session
21UsingeVisitInvitations(OTNinvites)v 8.0
Hosting your Videoconference
Note: The“permissions”pop-upsaredifferent, depending on which browser you use.
1. Opentheevent’semailinvitationandclick . (Note:Yourbrowsermustbesettoallowpop-ups.)
An OTN Log In screen appears.
2. In the OTN Log Inscreen,typeyourname in the Namefieldandthenclick .
A Select your camera and microphone panel appears with your default devices selected.
3. Leave the default devices selected or change as desired and then click .
A“Waiting for the host...”screenappears.
4. MoveyourmouseoverthevideoimagetoviewtheControls tool bar. Click the keypad icon .
5. Use the keypad to enter the Host PIN. Wait a few seconds. (Clickoutsidethekeypadtohideit.)
Amessage,“You just became a host”appears,yournameappearsintheparticipantslistwitha“Host”tagunderneath,anda“Welcome”screenappearsinthelargepanelwithyour self-view at the top right.
• Onlyafteryouconnectwilltheotherparticipant(s)beallowed into the videoconference and when they’re connectedtheWelcomeimagewillbereplacedbyavideoimage.
Joining as a Host from an eMail Invitation When Event Requires Only a Host PIN
Anevent’sOTNinviteemailcontainsalinkforjoiningthevideoconference.Tojoinasthe“host”,youneedtheHostPIN.
• As host, you have access to additional videoconference controls via the Menu( )buttonatthetopleftofthevideoscreen.These include:
• Add a new participant (Donotuse;NotapplicablewithOTNhub)• Lock conference • Mute all guests• Disconnect all participants
6. Formulti-pointcalls,afterallparticipantshavejoinedthemeeting,take a roll call and then lock the videoconference. This helps prevent privacy incidents. See Locking an event joined via a Host URL on page 23.
7. To end the conference, click the End Callbutton( )inthetoolbaratthebottomofthevideowindow.
Figure 44: Event access screens
Figure 45: Keypad to enter Host PIN
Figure 46: Video in session
22UsingeVisitInvitations(OTNinvites)v 8.0
Hosting your Videoconference
Joining a Videoconference as a Delegate/Guest from an Email Invitation
As a delegate, you can join an OTNinvite videoconference the samewaythatotherinvitedparticipantsjoin.
Note: The“permissions”pop-upsaredifferent, depending on which browser you use.
1. Openyouremailinvitationandclick . (Note:Yourbrowsermustbesettoallowpop-ups.)
An OTN Log In screen appears.
2. In the OTN Log Inscreen,typeyourname in the Namefieldandthenclick .
A Select your camera and microphone panel appears with your default devices selected.
3. Leave the default devices selected or change as desired and then click .IfnoguestPINisrequired,skiptostep#5.
4. IfaguestPINisrequired,aPIN code pop-up appears. Type the Guest PINidentifiedintheEventDetails and then click .
Note: This is not the Host PIN. It is the guest’s PIN created by the person who sent the invitation.
5. When connected, a video panel appears. • Ifyouarethefirstparticipanttoentertheconference,
youwillseea“Waiting for the host...”imageinthelarge panel and your self-view at the top right.
• Ifthehosthasalreadyjoined,youwillseeavideoimageas well as your self-view.
Figure 47: Event access screens
Figure 48: GuestPIN
Figure 49: Video in session
23UsingeVisitInvitations(OTNinvites)v 8.0
Hosting your Videoconference
Securing (locking) your videoconference
Whenyoufirstjoinyourvideoconference,itisunlocked.
For one-on-one calls, you do not need to lock the videoconference.
Formulti-pointcalls,afterallparticipantshavejoinedthemeeting, take a roll call and then lock the videoconference. This helps prevent privacy incidents.
The“lock”processisavailableonlyforthehostandisdifferentdependingon how the host joined the videoconference:
• Locking an event joined via a Host URL(seebelow)
• Locking an event joined via a Start Now invitation or via the Call button(page 24).
Locking an event joined via a Host URL
Asyourinvitedparticipantsjointhevideoconference,thenamethattheyentered when joining appears in the Participants panel.
The Participants panel appears on the left side of the video window. The participant list is sorted based on when a participant joined the videoconference(mostrecentlyjoinedatthetopofthelist).
1. Monitortheparticipantslistandaftereveryonehasjoined,perform a roll call.
2. Afteryouhaveconfirmedwhoisinthecall,toviewadditionalvideocontrols, click the Menu button at the top left of the video screen and click Lock conferenceinthemenudrop-downlist.
While the videoconference is locked:
• For both the host and all participants, a lock icon appears with the OTN logo in the top left banner.
• For the host, a lock-keyhole icon appears on the left side of the large video pane.
3. To unlock the videoconference, click the Menu button at the top left of the video screen and click Unlock conferenceinthemenudrop-down list.
Figure 50: Video window with participants panel
Figure 51: Menu with options
Figure 52: Lock indicators
Ifaparticipantneedstoreconnectorjoinlate,youmustunlockthevideoconferencetoallowthemtojointheevent.
24UsingeVisitInvitations(OTNinvites)v 8.0
Hosting your Videoconference
Locking an event joined via a Start Now invitation(or via the Call button)
As your invited participants join the videoconference, the namethattheyenteredwhenjoiningappearsinthe Participants panel.
1. To view the participants panel, click the More button and then click the Participants button in the video control bar.
The Participants panel appears on the left side of the video window. The participant list is sorted based on whenaparticipantjoinedthevideoconference(lasttojoin,lastinthelist).
2. Monitor the participants list and, after everyone has joined, performarollcall.
3. Afteryouhaveconfirmedwhoisinthecall,tolockthevideoconference, click the blue Lock button in the Participants panel.
While the videoconference is locked, the Lock button appears red .
4. To unlock the videoconference, click the red Lock button in the Participants panel.
While the videoconference is unlocked, the Lock button appears blue .
Figure 53: Video window with participants panel
Lockbutton
Ifaparticipantneedstoreconnectorjoinlate,youmustunlockthevideoconferencetoallowthemtojointheevent.
25UsingeVisitInvitations(OTNinvites)v 8.0
7 Updating an Invitation Event
1. If you are not already logged in to the OTNhub, open a browser window, sign in at otnhub.ca and access the Videoconference service.
2. Using the Calendar panel, navigate to the date on which the videoconference is scheduled and locate its event listing.
3. To view the event details, click the event listing.
The Event Details panel appears.
4. To edit the Date, Start Time, End Time, or Number of Patients, click besidethefield.
Thedisplayedvalue(s)arereplacedbytextfield(s) with Submit and Cancel buttons.
5. Select or type the new values and click Submit.
If you changed the Date or Start Time:
• Aconfirmationpop-upappears.ConfirmtheinformationiscorrectandclickReschedule.
• Participantsareautomatciallysentanemailnotificationwiththenewinformation.
6. To add or update Administrative Contact information,click besidethefieldandfollowthe on-screenprompts.
Figure 54: Eventlistinvitationitem
Figure 55: Eventdetailsfieldedits
You(theevent’screator)oryourdelegatescanupdateafuture-scheduledeVisitInvitationevent. You cannot edit a cancelled event.
Youcanchangethescheduleddate,starttime,andendtimeupuntiltheendoftheday(23:59)onwhichtheeventisscheduledtooccur.Forexample,ifyoumistakenlyblockedofftoomuchtimewhencreatingtheoriginal invitation.
Forclinicaleventsyoucanupdatethenumberofpatientsbeforeoraftertheeventhasoccurred. Forexample,ifyouoriginallyplannedtodiscusstwopatients,butendedupdiscussinganadditionalcase.(Theaccuracyofthisnumberisimportantbecauseitisusedforreportingpurposes,bothforOTNandtheMinistryofHealthandLongTermCare.)
Ifyouneedtochangetheemailaddressorotherinformationintheemail,youmustfirstcancel the original event and then create and send a new invitation.
Invited participants are notified only when the Date or Start Time changes.
They are not automatically informed when you update the End Time or Patient Number.
To notify participants about an update, you can re-send the invitation.
If you changed the End Time, Patient number, or Administrative Contact, noconfirmationappearsandtheinvitedguestsarenotsentanautomaticnotification.
Sincenonotificationisauto-sentwhentheEnd Time changes, the host or their delegate can re-send the invitation to notify participants about the change.
26UsingeVisitInvitations(OTNinvites)v 8.0
8 Copying an Invitation Event
1. Using the Calendar panel, navigate to the date on which the videoconference is scheduled and locate its entry in the Events List.
2. To view the event details, click its Events List entry. The Event Details panel appears.
3. To create the new event, click .A Copy Eventpop-upappearscontaininginformationfromthe original event.
4. Reviewtherequiredfieldsandchangeasneeded:guestname,guestemail,hostPINandguestPINifdesired,andtheeventsettings(eventtype,title,etc.).If you want to invite additional participants, click for each additional person and providetheirnameandemailaddress. (Maximumparticipants:20) For details, see Field Descriptions on page 5.
5. Click Schedule & Send Invite or Start Now & Send Invite.
If you are starting now, skip to step #7.
6. If you are scheduling a future event, a Schedule pop-up appears.SelectthedesiredDate,Starttime,andEndtimeand then click Schedule.Aconfirmationpop-upappears.
7. Reviewtheconfirmationdetails.i.) If you are scheduling a future clinical event, and
wanttoviewa‘patienthandout’summarizing theeventdetails,leavethe“View the patient handout...”checkboxselected.
ii.) If all is correct, click Schedule or Create. If you need to changesomething,clickCancel.
Fordescriptionsofwhathappensnext, see StartNow&SendInvite on page 8, or Schedule&SendInvite on page 9.
You can copy an OTNinvite event*, including scheduled events which have occurred in the past, scheduled events planned for the future and cancelled events.
Forexample,ifyouneedtocreateafollowupappointmentthathastheexactsameinformationastheoriginalevent(guestname,guestemail,consultant,etc.).
Figure 56: Events list invitation event
Figure 57: Event details
Figure 59: Confirmationmessages
Figure 58: Copy event pop-up
*EventscreatedinNcompasscanbecopiedormodifiedonlyinNcompass.
27UsingeVisitInvitations(OTNinvites)v 8.0
9 Re-sending an Invitation
1. If you are not already logged in to the OTNhub, open a browser window, sign in at otnhub.ca and access the Videoconference service.
2. Using the Calendar panel, navigate to the date on which the videoconference is scheduled and locate its entry in the Events List.
3. To view the event details, click its Events List entry.
The Event Details panel appears.
4. To re-send the invitation, click .
Aconfirmationdialogboxappears.
5. Reviewthenamesandemailaddressestoensurethat they are correct.
6. Toconfirmthere-sending,click .
• Allinviteesaresentanemailnotifyingthemofthevideoconference, which includes the scheduled dateandtimeandalinktothevideoconference.
• For non-clinical events, if you have set up an AdminContacttheyaresentacopyoftheemail.(Thisdoesnothappenforclinicalevents.)
• If you are a delegate re-sending on behalf of the host,youwillnotreceiveacopyoftheemail.
• Asuccessmessageappears.
Figure 61: Event details
Figure 62: Re-sendconfirmationmessage
Figure 60: Events list invitation event
You(theevent’screator)oryourdelegatescanre-sendaneVisitInvitationevent.
Youcanre-sendanemailinvitationtoafuturescheduledvideoconference. Forexample,ifyourinviteecannotfindtheiroriginalinvitation.
There-sentinvitationemailcontainsexactlythesameinformationastheoriginalinvitation.
Ifyouneedtochangeanemailaddressorotherinformationintheemail,youmustfirstcancel the original event and then create and send a new invitation.
28UsingeVisitInvitations(OTNinvites)v 8.0
10 Cancelling an Invitation Event
1. If you are not already logged in to the OTNhub, open a browser window, sign in at otnhub.ca and access the Videoconference service.
2. Using the Calendar panel, navigate to the date on which the videoconference is scheduled and locate its event listing.
3. To view the event details, click the Event List entry.
The Event Details panel appears.
4. To cancel the invitation, click .
Aconfirmationdialogboxappears.
5. Toconfirmthecancellation,click .
• Ifthescheduledstartdate/timeoftheeventisinthefuture,allinviteesaresentanemailnotifyingthem thatthevideoconferenceiscancelled.(Ifyoucancelaneventfromthepast,noemailissent.)
• Asuccessmessageappears.
• Theeventreceivesa‘cancelled’statusinbothNcompassandintheEventListandEventDetails.
• You can no longer edit or re-send the invitation.
• Fornon-clinicalevents,ifyouhavesetupanAdminContacttheyaresentacopyoftheemail.(Thisdoesnothappenforclinicalevents.)
• If you are a delegate cancelling on behalf of the host, youwillnotreceiveacopyoftheemail.
Figure 64: Event details before cancellation
Figure 63: Event list with invitation event
You(theevent’screator)oryourdelegatescancancelaneVisitInvitationevent.
You can cancel a future-scheduled videoconference that you previously created via an invitation. Youcannotcancelavideoconferenceafteryouhaveconnectedtoitorcompleteditonthescheduleddate.
Figure 65: Cancellationconfirmationmessage