This article is to help you find what you need after logging in. 

You may also be interested in these articles:

• Scheduling a session: as the host
• Zoom or One-Click: How do I start a videoconference session? (Host)
• Zoom or One-Click: How do I enter a videoconference session? (Participant)

1. Videoconferencing Dashboard
• Dashboard: overview
• Dashboard: view, edit, or launch sessions
• Dashboard: manage sessions
• Dashboard: add sessions to an external calendar
2. Support
3. Account Menu
4. Features Menu

1. Videoconferencing Dashboard

Dashboard: overview

You can reach this page any time by clicking on the "Videoconference" tab along the top of your window.

There are 3 buttons always on your Dashboard:

1. New Session Now: Schedule a new session for right now (it will prepopulate the date and time).
2. New Scheduled Session: Schedule a new session for a future time (you choose the date and time). 
3. Set Up Masked Calling OR Masked Call: Masked Calling is a feature where a user can verify a phone number with SecureVideo, and then call through SecureVideo (from a browser on a mobile device or computer) and have that verified number appear in the patient's Caller ID.

These buttons are located at the top of the dashboard by default; they can be moved to the bottom by using the "Show 'New Session' buttons at the top of the dashboard" Option.

For more on scheduling sessions:

• Scheduling a session: as the host 
• Schedule session on behalf of the host
• Schedule a session between two hosts
• How do I reschedule, cancel or edit participants in a videoconference session?
  
• How do I schedule/edit recurring sessions?

Use the buttons along the bottom for other actions:

• Install Zoom: Download and install our videoconferencing app. Only needs to be done once per device, and is only needed for Zoom-based sessions.
• Test One-Click: Check your webcam and microphone for use with One-Click-based sessions.
• Enable Notifications: Enable desktop notifications. (This button disappears if notifications are already enabled or blocked.)

Dashboard: view, edit, or launch sessions

• A. The Session Header is where (if applicable) the following are shown: 
  • Topic (only visible to the host of the session and admins/schedulers)
  • Account Service(s) assigned to any of the participants
  • If this session was created through a Virtual Clinic request, the answers to any request questions are shown here.
• B. Enter Meeting: Launches your meeting.
• C. Start Chat: Starts a Clinical Chat with all participants of the session. 
• D. Session Notes: if enabled, this button creates a free-form text session note about the session participants. For structured notes, consider assigning an e-document to the host.
• E. Name of participant (Minimum of 2 characters.) If the participant is a fellow account holder in your organization account, your company name will follow in parentheses.
• F. 9-digit access code for participant (if no invitation sent, this is the code they must enter on the Join Session page). Click the clipboard icon to copy the join link. 
  • Zoom: How do invitees join a video session? (No invite)
  • One-Click: How do invitees join a video session? (No invite)
• G. Status: displays status of participant. 
  • For Zoom-based sessions, this status is a proxy that turns on when a participant clicks "Enter Waiting Room". If the participant had trouble launching Zoom, they may need to troubleshoot on their end to complete their half of the connection.
• H. RSVP for participant (RSVP Unknown, RSVP Confirmed or RSVP Declined, or if no contact information is entered, E-Mail/Text Not Used) 
• I. Edit: edit participant's information: contact information, invite method, or time zone.
• J. Remove: remove participant from session.
• K. Remind: manually send reminder to participant. (Reminders are automatically sent about 2 hours before and 10 minutes before session start time, unless reminders are disabled in Account Settings.)
• L. History: view the activity history for this participant in this session (e.g., what time invitations were sent)
• M. Masked Call: if enabled, and there is a phone number entered for this contact record, this will start a VoIP phone call to this number, through your browser. If no phone number is entered for this contact, a dial pad will appear to enter a phone number.
• N. If both Zoom and One-Click are enabled as video engines, a menu here allows the host or scheduler to switch. 
  • Switching the video engine on an existing session
  • Changing the video engine default for the entire organization or for yourself

Dashboard: manage sessions

On the left-hand side of each session panel, click on "Manage" for the following options:

• Add/Edit Topic: This item appears if the "Meeting Topic" option is enabled. 
  • The item will be "Add Topic" if there is currently no topic, and "Edit Topic" if there is already an existing topic.
  • The Meeting Topic option allows users to include/require the Topic as part of scheduling the session. 
• Host Documents: This item is how e-documents can be assigned to a host to fill out. 
• Host History: View the host's activity history for this session (e.g., what confirmations were sent to the host for this session)
• Change Host: This item can be used to select a new host for the session. 
• Reschedule: Reschedule the session for a new date/time. (Automatically sends reschedule notices.)
• Add Recurring Sessions: If you would like this session to automatically schedule the next session, you can set up a recurrence schedule.
• Cancel: Cancel the session. (Automatically sends cancellation notices.)
  • 5 minutes after the session start time has passed, this becomes Remove instead, and removes the session from your dashboard without sending cancellation notices. (Old sessions are automatically removed every morning.)
• Schedule Next: Create one single copy of this session (with the same participants and settings). The date will pre-populate as 7 days from the time of this session, although the date can be changed before the session is scheduled.

Dashboard: add sessions to an external calendar

On the left-hand side of each session scheduled for a specific time and date, click on "Add to Calendar" to add the session to the following calendars:

• Google calendar
• Yahoo! calendar
• Outlook.com calendar (web-based)
• Apple iCal calendar
• Outlook calendar (desktop application)

This feature is a one-way push. To set up a calendar sync, please see these support articles:

• How do I use the Google Calendar integration?
• How do I use the Microsoft Outlook Calendar integration?

2. Support

You can reach this page any time by clicking on the "Support" tab along the top of your window.

• Find the phone number and e-mail address for our support team on the right-hand side column. 
• Click on the section headings to open our documentation categories.

3. Account Menu

The below instructions assume an Account Administrator role, which allows you to view/manage account permissions. Depending on your user role, you may not see all of the following items mentioned.

• See all possible user permissions in What are the available user roles? 

To access your account settings, click on the profile icon in the upper right hand corner for the following options:

1. Your name (in this example, "Iam Demo"): Edit your account profile information and basic settings (e.g., email address, time zone, etc). 
2. $50 Referral Credit: If you know of someone that could use SecureVideo, please let us know! They'll get a $50 credit to start, and we'll add a $50 credit to your account if your referral keeps their account.
3. Appointment Slots: Manage the availability for your public calendar(s). 
   • How do Appointment Slots work?
4. Calendar: View scheduled sessions in calendar format. (If you are an Account Administrator or Scheduler, view all scheduled sessions on the account.)
5. My Account: View and/or edit billing information, plan details, and invoice history for the account.
   • How does billing work?
6. My Contacts: View, create, and/or edit your saved contacts.
   • How do I manage my contacts?
7. My Settings: Access your e-mail notification settings and/or close your account. 
   • Notifications on My Settings
8. Session Usage: Look up session history for your user account. If permitted by your user role, you can also look up session history for other users.
   • How to look up session usage?
9. Account Users: Displays all the users on your Enterprise account. From here, Account Administrators can manage account users, Clinical Supervisors can access users' session notes and E-documents, Schedulers can schedule sessions on behalf of users, and Billing Managers can view available user licenses on the account.
   • How do I manage account users?
10. Account Groups: This item is only visible if you are using Appointment Slots or Virtual Clinic. This is a different item than Contact Groups. 
11. Account Services: Set up account services to require payment before your participant can enter the session.
    • How do Account Services work?
12. Log Off: Log off of your account.

4. Features Menu

The below instructions assume an Account Administrator role, which allows you to view/manage account features. Depending on your user role, you may not see all of the following items mentioned.

• See all possible user permissions in What are the available user roles? 

To access your account settings, click on the profile icon in the upper right hand corner for the following options:

1. E-Documents: Create electronic documents or access received documents.
   • How do E-Documents work?
2. Masked Calling Setup: Manage the Masked Calling feature.
   • How does Masked Calling work?
3. Session Notes: Enable, create, and/or edit session notes. 
   • How do Session Notes work?
4. Branding: Customize your account with your own logo, colors, and URL.
   • How do I set up branding on SecureVideo?
5. Get Paid Online: Connect a Stripe account, or add a PayPal or Authorize.net merchant button to your waiting room page.
6. Custom Links: Add a custom link to your waiting room pages.
   • How to create a Custom Link
7. BAA: Access the Business Associate Agreement for your account. 
   • How do I access my Business Associate Agreement with SecureVideo?
8. API: If enabled, view your API pricing and keys from here.
   • How do I access my API key?
9. Notification Customer Extensions
   • How do Notification Customer Extensions work?

This article was last reviewed by our Support team on November 1, 2023.