This article explains how administrators can enable or disable the ability for patients to invite guests for video calls at the practice and service level.

Who Can Use This Feature

• Administrators: Can manage the settings for patient guest invitations in Practice and Service Settings.

Pre-requisite:

• The Improved Video Call Experience must be enabled for your practice

Instructions

Practice-Level Settings

These instructions show how to manage guest invitations for your entire practice.

1. Log in as an Administrator.
2. From the left-hand menu, select Practice Settings.
   
3. Locate the setting: Disable Patient Guest Invitations.
4. To allow patients to invite guests for video calls, make sure the box is unchecked. This is the default setting.
5. 
6. Hover over the info icon next to the setting to view a tooltip: "Patients will not be able to invite guests.”

Service Settings

These instructions show how to manage guest invitations for a specific service. By default, services inherit the practice-level setting, but you can override this for individual services.

1. From the left-hand menu, select Services.
2. Click the gear icon next to the service you want to edit.
3. Scroll down and select Guest Invites. A configuration panel will appear on the right-hand side of the screen.
4. In the right-hand panel, click the dropdown menu to choose one of the following options:
   • Inherit from Practice Settings – Uses the setting you configured at the practice level.
   • Enable – Allows patients to invite guests to video calls for this service, regardless of the practice-level setting.
   • Disable – Prevents patients from inviting guests to video calls for this service, regardless of the practice-level setting.
     
5. Scroll to the top of the page and click Save to apply your changes.

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