The eVisit New Patient Guide

Welcome to eVisit and the world of telemedicine! Your provider will be using eVisit as a way to deliver healthcare to you in a safe and secure way through the Internet. 

First, eVisit is safe and secure. We are obsessive about your data security and are constantly upgrading and updating our security systems and encryption.

Second, eVisit is easy to use. You do not need special equipment or be a computer expert to use eVisit.

Third, eVisit can be used on your computer, smartphone, or tablet. Whether or not it is an Android or Apple device.

For Smartphone and Tablet instructions, please scroll down.


Using eVisit from your computer

Creating your account

Creating an account is easy! Your provider’s office should have given you a link that is specific to their organization. If you do not have this, please contact them and ask them to give it to you. You will need this before you proceed. Please note, in most cases you cannot create a new account from within the mobile app. There are some exceptions, and your provider’s office should let you know if they have this feature. If they do not, you must do so from a non-mobile device (like a laptop or desktop computer), not your smartphone or tablet. Also, please note that you must be using Google Chrome or Mozilla Firefox.

Click on the link your provider gave you, or enter it into the address bar of your browser.

Step 1: Click on the "I don't have an account" link on the login page. 
(This screen may appear different than what you see here, but it will be similar)

Step 2: Enter your email address, type in a password, then confirm the password by typing it in again, click in the “I agree” box, then click the "Register" button.

Step 3: "Tell Us About You".  Click continue when you’re finished.
Make sure you fill in ALL THE FIELDS in this section. If you don’t it will result in you not being able to move forward and cause delays in you being able to see your provider!

Step 4: Confirm your Time Zone. If you changed it click “Update” it then click “Keep” when you‘re finished.

Step 5: Add your profile picture.
(This step can be skipped and an image may be added later)

You can upload a picture of yourself here (if you want to add it later, click “Skip”):

  1. Click on the “Upload” button (or the icon of the cloud and arrow).  
  2. Locate the picture you want to upload and click on it, then click “Open”.
  3. Click “Continue” and you will be taken to the welcome screen.
  4. Click “Continue” to finish.
Congratulations! You’re ready to request your first visit!

How do I schedule my first visit from my computer?

It’s a good question! It depends on how your provider has set up the way they want you to schedule appointments. There are a few ways to do it, and they are all easy too!

Note that If you already have an appointment it will appear at the top of your screen. You can go ahead and answer any medical questions to confirm the appointment, but you won’t be able to get into the waiting room until 15 minutes beforehand.

  • Your provider's office schedules your appointments.
  • You schedule your own appointments in the eVisit app.
  • You can request a “See Now” visit - like when you go into an urgent care clinic.

Your provider schedules your appointments

Many providers prefer to schedule all their patients’ appointments. If your provider uses this method just call them and request an appointment. Their office will take care of it for you. 


You schedule your appointments in the eVisit app

Step 1. Log into the app (click the link you used to create your account).

Step 2. Click on the “Request Visit” button under your name.

Step 3. Click the “Select” button for the patient that is requesting the visit. If you have no dependents on your account, you will only see your name. 

Step 4. Your provider may offer different types of visits. If so, click the “Select” button next to the type of visit you want. If there is only one choice, just select that one.

Step 5. If there are more than one provider listed, scroll down until you find your provider’s name and click the “Schedule” icon. If you can’t find your provider, click here.

Step 6. Complete the section as to why you are requesting the visit, and click “Next”.

Step 7. After you click on “Next”, a calendar will appear. Find the month and day you want for your appointment. Days highlighted in green are dates your provider is available. 

Step 8. After you click on the day, available appointment times will appear. Choose the time you want.

Step 9. Click on the “Next” button.

Step 10. You will now see a window asking you to confirm your appointment information. Be sure to review it for accuracy, check off the agreement box, then click “Schedule Visit”.

You will be taken to a window showing your upcoming visits. That’s it, you’re finished!


You Need to Schedule a "See Now" Visit

Step 1. Log into the app.

Step 2. Click on the “Request Visit” button under your name.

Step 3. Click the “Select” button for the patient that is requesting the visit. If you have no dependents on your account, you will only see your name. 

Step 4. Your provider may offer different types of visits. If so, click the “Select” button next to the type of visit you want. If there is only one choice, just select that one.

Step 5. If there are more than one provider listed, scroll down until you find your provider’s name and click the “See Now” icon. If you can’t find your provider, click here.

Step 6. Complete the section as to why you are requesting the visit then click “Next”.

Step 7. Confirm your visit request details, check the agreement box then click “Request Visit”.

Step 8. You will be placed into the waiting room and you will see this window. Click “Okay”. 
(There will be a notification at the bottom of your screen showing that you are now waiting for your provider to join the call.)

Step 9. When your provider has confirmed on their end that they are ready to see you, the window below will appear. Click Join Now.
(It’s just like when your provider knocks on the exam room door to ask if you’re ready to be seen. As soon as you click the “Join Now!” button, your visit will begin!)



Using eVisit on your mobile device.

The eVisit app is free to download. It is available in the Apple App Store and Google Play depending on the device you have.

If you have an APPLE iPhone or iPad you can download the app HERE.

If you have an ANDROID phone or tablet you can download the app HERE.


Requesting a visit from your smartphone or tablet.

Step 1.  Open the app on your device. *Remember to close any app that uses your camera or microphone prior to logging in (Facebook, Snapchat, Skype…)
(It may not look exactly like this)

Step 2. Enter your email and password and tap “Sign In”

Step 3. If this is the FIRST TIME using the app, you'll need to provide a little information about yourself.

If this is the first time you are requesting a visit you may go through a few screens of information gathering.
Not everyone will see the same screens or questions. Much of this is determined by what your provider wants and needs to see.

Here are some of the windows and questions you may see:

-Select and Confirm Your Time Zone

-Select the Patient Requesting the Visit

-Choose the Visit Type 

(There may be only one choice. If so, tap on it)

-Select Your Provider ⏤ tap on “Schedule” or “See Now”

(depending your provider’s availability, you may see one option or both)

Tell your provider why you need the appointment

(If you have any attachments you need to upload, you can do that here)

-Answer any medical history questions

(Depending on your provider’s preferences, you may see different questions)

                

-Select your preferred pharmacy*

(*This is not a requirement, so you may not see this screen)

You may be prompted to enter payment and insurance information. This depends on how your provider has set up their account.
If you are not prompted for insurance, or do not see your insurance provider as an option, then call your provider and see if they accept your insurance.

Step 4. Confirm your information, click the acknowledgment box, then “Request Visit” or “Schedule Visit”
(The “Request Visit” and “Schedule Visit” depends on your provider’s availability) 

If you have not given permission to eVisit to access your camera and microphone, please do so when prompted, otherwise you won’t have audio or visual during your visit. 

A window will pop-up when your provider is ready to see you. Tap on the “Join Now” button to start your visit.

Some key points to remember:

  • If you used the “Scheduled Visit” option you will be taken back to your dashboard and you will see it in your “Upcoming Visits” tab. 
  • You can only access your visit 15 minutes prior to the appointment. If you try to login sooner you will see a prompt to cancel or reschedule the appointment.
  • If you used the “Request Visit” option you will be placed in the waiting room and your provider will be notified.  If you are using a smartphone or tablet, we advise you select the “Text” notification option as it is the easiest to monitor and won’t interrupt your connection.

Scheduling Your Visit from Your Mobile Device

Step 1. Log into your eVisit account.
(FYI - If you have any upcoming appointments, you will see them here)

Step 2. Tap on the "Request Visit" button

Step 3. Choose the visit type. 
(There may be only one choice. This will depend on how your provider has set up this option)

Step 4. Choose the provider you want to see.

Step 5. Tap on the "Schedule" icon
(if your provider is available now, the "See Now" icon will be visible).

Step 6. Tell your provider why you want to see them.

Step 7. Choose the day you want to see your provider and tap on it. 
(The days they are available for appointments will be highlighted)

Step 8. After you tap on the day, the available appointment times will appear. Tap on the time you want to see your provider.

Step 9. Confirm all the information is correct, tap in the acknowledgement box, then tap the “Schedule Visit” button.

That’s it! Your visit is scheduled. You will be taken back to the home screen showing your upcoming visits.

If you still need assistance, please submit a ticket.
Last Updated: 06/15/2020

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