This guide is a comprehensive reference on conducting telemedicine visits with patients. Because eVisit is highly configurable, the examples shown here may or may not represent your experience.

In this guide, providers will learn how to conduct a virtual visit from start to finish. This guide is divided into Pre-Visit, In-Visit, and Post-Visit functionality.

Sections

Pre-Visit

In-Visit

• Start a Visit
• Using the In-Visit Controls
• In-Visit Side Panel Tools
• Place your patient on hold
• Reassign your patient to another provider
• Additional In-Visit Side Panel Tools
• Add Attendees Tool
• Appointment Tool
• Ending a Visit

Post-Visit

• Identifying Charts that Need to be Signed
• Adding an Addendum to Your Notes
• Sending a Post-Visit Chat Message
• Adding a Post-Visit Attachment

Pre-Visit

In the virtual waiting room, you can access the visit side panel menu anytime by clicking anywhere in the visit row or the more option.

Fig. 1

Using the Visit Side Panel Menu Before a Visit

You can access the visit side panel menu to view information about your patient and the reason for their visit. Using the side panel menu, you can also add attachments, chart details of the visit, prescribe medications, and more.

Depending on your practice’s configuration, the pre-visit patient side panel menu gives you access to the following:

• Visit Details
• Patient Information
• Attachments
• Charting
• ePrescribe
• Visit Chat

Visit Details

The visit details tab provides visit information like the visit type, the reason for the visit, and the duration of the visit (after the visit is complete).

Fig. 2

Patient Information

The patient information tab displays demographic information and contact info. It will also show any insurance information, health records, and visit history. Remember, practice preferences are highly configurable, and you may not see all available options.

Fig. 3

Attachments

Use the attachments tab to upload files/images for the patient to view or use to view attachments uploaded by the patient.

Fig. 4

Charting

If your practice has the Chart feature enabled, you can use it to document the clinical notes from the visit, ICD-10, and CPT codes, and sign off on the visit. Each section will have its own fields and menus that you can fill in. Some fields marked by an asterisk are required. You can use the charting tool before, during, and after a visit (like adding an addendum).

Fig. 5

ePrescribe

From the ePrescribe tab, you’ll be able to edit a patient’s preferred pharmacy, write prescriptions and save prescriptions that you write often.

Fig. 6

Visit Chat

The chat feature provides you or another clinical staff member with a way to communicate with patients before the visit (only when the patient is actively waiting -- signified by the green presence indicator around the patient's profile picture), during the visit, and post-visit.

Fig. 7

In-Visit

How to Start a Visit

1. Navigate to the Waiting Room tab to view your visits
   
   The visits display in chronological order.
   
   - For scheduled visits, the Start button appears grey until the patient confirms their visit and clicks their start button. The start button then turns green. You will be able to view the appointment date and time as well to differentiate from on-demand visits.
   
   - For on-demand visits, the Join Visit button will be available immediately for you.
   
   
2. Click Join Visit when you are ready to start the visit
   Fig. 8
   
3. If prompted, click Allow to enable access to your device’s microphone and camera
   Fig. 9
   
   You and the patient will be connected, and the visit begins.

Using the Video Controls While In-Visit

At the top of the video window, you have access to the following video controls. They appear when you move your cursor on the screen.

Fig. 10

Table 1

ID	Icon	Use to
A	Video camera	Turn your video on and off.      Indicates the camera is off.
B	Microphone	Turn your microphone on and off.  Indicates the microphone is off.
C	Share Screen	Share your computer screen, a specific browser window or tab.
D	Reset Patient’s Connection	If the patient’s connection is faulty, you can reset it from your device. *Option only available while using a Safari browser*
E	Requeue Patient	Place your patient back in the waiting room or reassign them to another provider.
F	End call	Disconnect from a visit completely by clicking the phone icon.
G	More	Access settings (audio, video, and speaker preferences), report a problem, and contact support)

 

Other In-Visit Options

Place Your Patient Back in the Waiting Room

Requeuing a patient allows you to temporarily place them back in the waiting room anytime you need to attend to something without the patient being present.

1. Click the Requeue Patient icon (left-facing arrow)
   
   A window asks if you want to Requeue or Reassign the patient.
   Fig. 11
   
2. Click Requeue
   
   Both you and the patient will be placed back in your respective waiting rooms, and a timer will start to let you know how long your patient has been in the waiting room.
   
   
3. You can click Start when you are ready to start the visit again.

Reassign Your Patient to Another Provider

If you determine that your patient may benefit from seeing another provider or another staff member, you can reassign them to that provider in real-time if they are available. Depending on your organization’s preferences, you may be able to reassign your patient from the waiting room while in the visit. The process of reassigning will be similar in both areas.

1. Click the Reassign icon (view from the waiting room)
   Fig. 12
   
   
   
2. In the window that appears, use the filter on the right to display only providers that are available
   Fig. 13
   
   
   You will see available providers, the number of patients they are currently set to see, and the time in minutes the patient may wait.
   
   
3. Search for and select a provider
   Fig. 14
   
   
   
4. Click Assign to place the patient in the selected provider’s waiting room
   Fig. 15
   
   
   The patient will be notified that the provider will be with them shortly.

Additional Options in the Visit Side Panel Menu

Fig. 16

A: Add Attendees to visit

B: Scheduling a future appointment

Add Participants 

If you need to add a participant, such as another provider, or a family member, you can do so by using the Add Attendees option. Note that the participant does not need to create an eVisit account to join, and they will not be able to see any of the patient’s information.

1. In the visit side panel menu, click the Participants icon
   
   
2. Click Invite participants
   Fig. 17
   
   
   
3. To send an invite via text, enter the recipient’s phone number and check Send text link
   Fig. 18
   
   
   
4. Then click Send invite
   
   To send the invite via email, click the Invite tab, enter the recipient’s email, then click Send Invite. Visit invitations are sent immediately. For an audio-only attendee, use the Call tab and do not check the Send text link box.
   
   
5. When prompted to allow this person access to the visit, click Allow
   
   Up to eight attendees, including yourself, can be part of a visit. Please just repeat the steps just shown to invite additional attendees to the visit.

Scheduling a Future Visit

Fig. 19

While you’re in the visit, you can use the appointment tool to:

A: Edit upcoming appointments if needed

B: Schedule a future visit like a follow-up or lab review

Ending a Visit

When you’re ready to end a visit, click the red End Call icon.

On the Summary screen, you can view a list of tasks that are either complete or pending. Completed tasks display a checkmark and pending tasks are marked with an X. Use the information below to guide your next steps.

Fig. 20


Click Return to Waiting Room to leave the Summary page and return to your waiting room, or remain in this page to complete your outstanding tasks.

After you end a visit and another patient is waiting to see you, you will have the option to return to the waiting room or start the next visit.

Fig. 21

Post-Visit

When you end the visit, the Add Attendees and Appointment tools are removed. You will have the same options as you do before the visit starts.

Identifying Charts that Need to be Signed

1. Navigate to the Visit History tab
2. Use the available filters to search for a visit
   
   Note: Visits with charts that need attention display a yellow exclamation mark.
   
   Fig. 22
   
   
   
3. Click the yellow exclamation mark
   The chart section in the side panel will open.
   
   
4. Complete the sections you need to fill in
   
   
5. Click Sign Notes to finalize your chart
   
   If you are not ready to finalize your chart notes, click Save Now: Sign Later instead. You will see a message stating that your notes will automatically finalize in 48 hours. Click Yes to save your notes or click No to return to your notes and continue charting.

Adding an Addendum to Your Notes

After you sign off on the visit, you can still add notes to the chart.

1. Navigate back to the Visit History tab
   
   
2. Use the available filters to search for a visit
   
   
3. In the visit row, click anywhere in the visit row
   
   
4. In the visit side panel, click the Chart icon to open the chart
   
   
5. Click Add an Addendum
   
   Fig. 23
   
6. Type your notes into the field
   
   
7. Click Save Addendum
   
   Fig. 24
   
   Your time-stamped addendum will appear.
   Fig. 25
   

Sending a Post-Visit Chat Message

Note: This feature is configurable. Please check with your eVisit practice manager to determine the timing set for sending a message to a patient, if your practice allows patients to reply to post-visit messages, and the timing for replies.  If your practice allows patient replies, it's best practice to include in your post-visit message the amount of time the patient has to reply.

To send a post-visit message:

1. Navigate to the Visit History tab
   
   
2. Locate the visit you need to send a post-visit message for
   
   
3. Click anywhere in the visit row to open the visit side panel
   
   
4. Click the chat icon
   
   Fig. 26
   
5. Compose your message and click Send
   
   The patient will receive an email and text message notifying them to log in to the eVisit app to view the message.

Adding a Post-Visit Attachment

You can add files and attachments after a visit has ended. To do so, follow these steps:

1. Navigate to the Visit History tab
2. Click anywhere in the visit row to open the patient side panel
3. Click the attachments tab and drag/drop, or click Upload to attach the files you want to share
   
   Fig. 27 & 28
   

Still Have Questions?

We’re here to help! Please contact eVisit Technical Support at (928) 297-2294 or email us at support@evisit.com.