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 the basics of conducting 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

• How to start a visit
• How to use the video controls while in the visit
• In-Visit Side Panel Tools
• How to place a patient back in the queue or reassign to another provider
• How to reassign your patient to another provider
• Additional options in the visit side panel menu
• How to add participants
• How to schedule a new visit while still in a visit
• How to end a visit

Post-Visit

• How to identify patient visits that need to be signed
• How to add an addendum to the visit notes
• How to send a chat message in eVisit after the visit has ended
• How to add an attachment to a visit after the visit has ended

Pre-Visit

You can access the visit side panel menu in the queue by clicking the ellipses icon to open a drop-down menu (Fig. 2). Click See more (Fig. 3).

Fig. 1

Fig. 2

Fig. 3

How to access the visit side panel before a visit

You can access the visit side panel menu to view information about your patient and the reason for their visit. You can also add attachments and chart details of the visit using the side panel menu.

Depending on your practice’s configuration, before the visit starts, the visit side panel gives you access to the following:

• Visit Details
• Patient Information
• Attachments
• Charting

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. 4

Patient Profile

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

Fig. 5

Attachments

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

      Fig. 6

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. 7

In-Visit

How to start a visit

1. Navigate to the Queue tab to view your upcoming visits
   
   The visits are displayed in chronological order.
   
   - The Start button appears grey for scheduled visits 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.
   
   - The Join Visit button will be available immediately for you for on-demand visits.
   
   
2. Click the Join Visit icon when you are ready to start the visit
   Fig. 8
   
3. You will enter the video lobby where you can get a preview of how you are presenting yourself and select different a different camera or microphone if available
   
   
4. Click Join Visit Now
   Fig. 9
   
   You and the patient will be connected, and the visit begins.

How to use the video controls while in the 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.
B	Microphone	Turn your microphone on and off.
C	Share Screen	Share your computer screen, a specific browser window or tab.
D	Reassign Patient	Place your patient back in the waiting room or reassign them to another provider.
E	More	Access settings (audio, video, and speaker preferences), report a problem, and contact support.
F	End call	Disconnect from a visit completely by clicking the phone icon.

 

Other in-visit options

How to place a patient back in the queue or reassign to another provider

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

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

How to reassign a patient to another provider

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

1. If you haven't started the visit, click the Reassign icon (Fig. 12 - view from the queue)
   Fig. 12
   
   
   
2. In the window that appears, use the filter to display only available providers
   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
   
   
4. Click Assign to place the patient in the selected provider’s queue
   Note: The patient will be notified that the provider will be with them shortly.

Additional options in the visit side panel menu

ePrescribe

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

Fig. 14

Visit Chat

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

Fig. 15

Fig. 16

A: Add Participants to the visit

B: Schedule a future appointment

How to 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, enter the recipient’s phone number or email and click Send
   Fig. 18
   
   
   
4. 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 repeat the steps just shown to invite additional attendees to the visit.

How to schedule a new visit while still in a visit

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

• Edit upcoming scheduled visits (if any)
• Schedule a new visit
  
  

  Fig. 19

  
  Fig. 20
  

How to end a visit

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

Fig. 21


You will see the Visit Ended window. Click Return to Queue to see more patients.

Fig. 22

Post-Visit

How to identify patient visits 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 an orange clipboard icon.
   
   Fig. 23
   
3. Click the clipboard icon
   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, or choose to sign them later
   Fig. 24
   
   Fig. 25
   

How to add an addendum to the visit 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. At the far right side of the visit row, click the More icon, then click See More (Figs. 2 & 3)
   
   
4. In the visit side panel, click the Chart icon to open the chart
   
   
5. Click Add an Addendum
   
   Fig. 26
   
6. Type your notes into the field
   
   
7. Click Save Addendum
   
   Fig. 27
   
   Your time-stamped addendum will appear.
   Fig. 28
   

How to send a chat message in eVisit after the visit has ended (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 the post-visit message
   
   
3. Click anywhere in the visit row to open the visit side panel
   
   
4. Click the chat icon
   
   Fig. 29
   
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.

How to add an attachment to a visit after the visit has ended

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 visit side panel
3. Click the attachments tab and drag/drop, or click Upload to attach the files you want to share
   
   Fig. 30
   

Still have questions?

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