This article provides a step-by-step guide on creating and managing MD meetings within Moxie Suite.
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Viewing and updating meeting notes
Navigating to MD mettings
1. Log in to your Moxie Suite account.
2. Within Global nav click Compliance Hub.
Create a new meeting
3. Once you're on the Compliance Hub, click on MD Meetings > Create an MD meeting.
4. In the side drawer that appears click on the Search for providers field and select the provider(s) who will be attending the meeting.
5. Now click on the Search for MDs field and select your MD.
6. Next click Edit to select the time and date for the meeting.
7. Click on Start time and select the desired time > ok.
8. Now click on End time, select your desired time > ok.
9. Now click on the downward carrot to open a monthly calendar view. Select the desired date > ok.
10. Click on Save to confirm the date and time of the meeting.
11. Confirm meeting type ( Video call, phone call, or in-person), then click on the Meeting details field and enter how you will conduct the meeting.
❗Important - If you decide to hold the meeting via video conferencing, please set it up and send an invite to your MD from the chosen platform e.g., Google Meets, Zoom, Microsoft Teams, etc.
12. Click on Create meeting to finalize the details. The meeting will appear in your MD meetings tab.
✏️ Note - Once the meeting is booked, both providers and MDs will receive an email notification, and your calendar will be blocked to prevent any new appointments from being scheduled during that time.
13. On the MD Meetings tab you'll notice there are two filters, an MD and Statuses filter. To use one or both simply click on the desired filter.
14. Make the desired selections for the filter > Show results.
15. Find the meeting you would like to edit > click on ellipses > Edit meeting
16. The side drawer will appear once more and you'll be able to make changes to any of the meeting fields. Then click Save changes to finalize the updates.
17. Find the meeting which you'd like to view and/or add notes for > click on the pencil icon.
18. On the side drawer pop up click on the text field and enter your meeting notes > click Save when finished.
✏️ Note - You or your MD can view and make edits to the meeting notes. We include a template of all questions you should discuss with your MD during every call.
19. To view notes without editing them click on toggle > Show more.
20. Find the meeting you would like to cancel > click on ellipses > Cancel meeting.
21. Click on Yes, cancel to proceed
❗Important - Please be careful when canceling meetings this process is not reversible.
Watch this video on creating and managing MD meetings in Moxie Suite.