Welcome to eVisit’s ActiveAdmin. Using the dashboard, filters, and functionality within ActiveAdmin, you can accomplish many tasks, find information, and manage your organization’s eVisit account with ease.
ActiveAdmin is a database that is built upon practices. Each practice has users, such as providers, schedulers, administrators, and patients. These users may initiate, conduct, participate and manage visits.
In this guide we will review the two main admin roles, the admin dashboards, and the functionality within them.
CustomerAdmin vs Admin Roles
What an administrator can do within the areas listed above depends on the type of administrator they are. In eVisit, there are CustomerAdmin and default Admin roles. There are three main differentiators in what a default administrator and a CustomerAdmin can do.
Both roles can complete the following (not comprehensive) in their practice(s):
- Search users and visits
- View all members
- View all visits
- View all patients
- View Visit Types
- View intake forms along with verbiages
- View ePrescribe details
- View chart questions
- Favorite practices, users, and default reports
- Access payment information (charge a patient if they have a credit card on file)
- View and edit audio alerts and notifications
- Resend previous sent messages
- View agreements
- Edit user info and reset password email, lock access, deactivate user accounts
CustomerAdmins have additional permissions within in eVisit:
- Create new users
- Create new practices within their organization
- View and configure practices, Visit Types and user level preferences (there are some limitations here)
ActiveAdmin – Dashboards
Your ActiveAdmin dashboard will look different depending on your role in eVisit. A CustomerAdmin has more functionality available to them than a default Admin role. For example, they can create practices and users within an organization. The default administrator role does not have this ability. Look at the dashboards for each role:
Default Administrator Dashboard
The default admin dashboard is comprised of two search boxes, one for users and the other for visits. There are also three favorites boxes that will populate with your favorited practices, users, and reports, once you identify and designate them as favorites. By marking a practice, user, or report as a favorite allows you to access it quickly without having to search for it.
You can see that each dashboard provides administrators a way to search for Users and Visits, as well as display favorited practices, users, and reports, but the CustomerAdmin dashboard includes a Search Practices box and a way to create new practices and users.
Still Have Questions?
We’re here to help! Please contact eVisit Technical Support at (928) 297-2294 or email us at email@example.com.