Welcome to eVisit’s Admin. Using the dashboard, filters, and functionality within Admin, you can easily accomplish many tasks, find information, and manage your organization’s eVisit account.
Admin 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.
Fig. 1
This guide will review the two main admin roles, the admin dashboards, and their functionality.
CustomerAdmin vs. Default 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 verbiage
- 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 previously sent messages
- View agreements
- Edit user info and reset password email, lock access, deactivate user accounts
CustomerAdmins have additional permissions within 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)
Admin Dashboards
Admin dashboards will look different depending on the user's role in eVisit. A CustomerAdmin has more functionality available to them than a default Admin role. For example, CustomerAdmins 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 Admin Dashboard
The default admin dashboard comprises two search boxes, one for users and the other for visits (Fig. 2). Making a practice, user, or report a favorite allows the Admin to access it quickly without having to search for it.
Fig. 2
CustomerAdmin Dashboard
Each dashboard provides administrators a way to search for Users and Visits and display favorited practices, users, and reports. Still, the CustomerAdmin dashboard includes a Search Practices box and a way to create new practices and users.
Fig. 3
Still have questions?
We’re here to help! Please contact eVisit Technical Support at (928) 297-2294 or email us at support@evisit.com.