From setup to your first visit.
Prepare your practice, invite your patients and bring the visit and follow-up into one workspace.
Before the visit
Review the patient’s intake and chart. See who is checked in and ready to join.
During the conversation
See your patient on video while keeping their chart and visit notes close at hand.
Before you sign
Review the notes, prescriptions and lab drafts. Your clinician approves the clinical work.
After the visit
Share the care plan, send a message and arrange the next appointment from the same workspace.
Set up once. Keep the care moving.
- 01
Create your workspace
Start your clinician account, add your practice details and specialties, invite support staff and review your BAA in Settings.
- 02
Connect your accounts
Link the EHR, e-prescribing, lab, clearinghouse and payout accounts your practice already uses.
- 03
Prepare your booking page
Set your visit types and availability, customize your intake questions and share your clinic’s booking link with patients.
- 04
See your patients
Review intake, open the patient chart and join the video visit. Your assistant helps prepare drafts alongside the conversation.
- 05
Review and sign
Review visit notes, prescription drafts and lab orders. You decide what to approve and publish.
- 06
Continue the care
Message patients, publish care plans and book follow-ups. Patients find their next steps in the portal.
You stay in control.
Megvite helps prepare the work. Your clinicians review the drafts and make the care decisions.
Getting ready for your first visit
Your setup depends on the services you connect and the workflows your practice needs. Review your booking page, intake and visit setup before sharing the link with patients.
Ready to set up your workspace?
Start your practice on Megvite and bring visits, notes and follow-up into one place.