Virtual Triage Center - Provider Guide – eVisit

The Virtual Triage Center (Fig. 1) significantly upgrades the previous virtual waiting room experience. By providing an intuitive way to manage and customize the data and a comprehensive command center for managing multiple patient queues and schedules, clinicians can more efficiently manage virtual care delivery volumes, resulting in an improved patient experience and a stronger clinician experience.

The waiting room is now known as the queue.

Main parts of the queue

Views

Status filter options

Sorting options

Field options

Density options

Patient presence indicator

Actions

Fig. 1

Main parts of the queue

Fig. 2

Fig. 3

Fig. 4

Fig. 5

Table 1

ID	NAME	DESCRIPTION
Fig. 2	Queue Indicator	Displays the number of patients currently waiting, in visit, and scheduled to be seen
Fig. 3	View Filter and Sorting Menu	Access views, status, sort, fields, and density filter options
Fig. 4	Database Fields	Sortable columns of visit details
Fig. 5	Actions	Requeue or reassign a patient, start the visit, cancel the visit, change patient status, access side-panel

Views

With Views, you can customize how the queue data is presented to you so that you see the information most pertinent to your workflows.

To create a new view, follow these steps:

Click + Create a new view

Fig. 6
Choose a name for the view and click Create View (our example is Wait Time View)

Fig. 7
Open the newly created view

Fig. 8
Open the Fields options menu and disable the fields you don’t want to see ⏤ in the example below; only patient status, wait time, and visit type will display

Fig. 9

Move the fields (columns) so the data is in the desired order. In the example below, Wait Time was moved from the second position to the fourth.

Fig. 10

Fig. 11
Click Save View

Fig. 12
To make this your default view, click the vertical ellipsis (Fig. 13) to open the options menu and click Set as default (Fig. 14)

Fig.13

Fig. 14

Status filter options

This filter allows you to display patients by status: arrived, ready, or both, depending on your workflow needs.

The patient status “Arrived” indicates a patient has joined their visit session after leaving the video lobby. The patient status “Ready” indicates a clinical user has manually set the patient status to “Ready” or reassigned the patient to a different provider.

Fig. 15
Fig.15.jpg

Sorting options

With sort by, you can quickly see which patients have been waiting for the longest, which patients have had their status changed most recently, and which patients had their status changed most recently or last.

Fig.16
Fig.16.jpg

Earliest To Latest: The default sorting behavior, with the earliest scheduled visits within a rolling 24-hour period. On-demand visits will always appear at the top of the patient visit list.
Longest Wait Time: Prioritize patients with the greatest wait time since they joined their visit.
Most Recent Status Change: When a patient's status changes (e.g., Arrived to Ready), patients with the most recent status changes will appear first.
Last Recent Status Change: After a patient's status changes, patients with the oldest status changes will appear first. If the total patient wait time is not accurate enough for your clinic due to the reassignment process, utilize the last recent status change to inform which patients have not interacted with the longest.

Field options

You can choose what information you see displayed from the fields/columns options (Fig. 17). The default view is shown below ; all fields are displayed. The two fields/columns that are always displayed are patient details and actions. A description of what is displayed in each field is described in Table 2.

Fig. 17
Fig.17.jpg

Table 2

Field Options
Field Name	Displays
Status	The patient’s status Arrived: the patient joined their visit session after leaving the video lobby. Ready: indicates a user has manually set the patient status to “Ready” or reassigned the patient to a different provider.
Provider Details	Displays the provider’s avatar, name, and email address.
Wait Time	The time, in minutes, the patient has been waiting before the visit starts.
Join Time	The time when the patient joined the visit.
Visit Type	The visit type selected by the patient or scheduler. Visit types are practice specific.
Contact Info	The patient’s email address and phone number.
Visit Time	The time the visit was scheduled.
Language	Preferred language of the patient.
Patient Location	If geolocation is enabled, this displays the state the patient is located in.

Density option

Density gives you another option on how you want to display the queue data. It expands or contracts the cell size in the data table to provide a compact, standard, or comfortable (large) data format.

Fig.18

Fig.18.jpg

Patient presence indicator

The Virtual Triage Center provides a visual clue (a green dot next to the patient’s avatar) that lets you know if the patient is connected and present.

Fig. 19
Fig.19.jpg

Actions

In the actions section, you access tools to interact with the patient, start a visit, reassign a patient to another provider, chat with a patient, and open the patient side panel.

Start visit

This icon is only visible when a patient is in the queue.

Fig. 20
Fig.20.jpg

Reassign

Use when you need to reassign a patient to another provider/clinician.

Fig. 21
Fig.21.jpg

When you click the icon, a window will appear that provides the list of providers to whom you can reassign the patient. It’s a best practice to select the filter “Show only available providers.”

Fig. 22

Fig.22.jpg

Chat

When a patient is in the queue, you can chat with them before the start of the visit itself. This is useful when a workflow incorporates a check-in process or if there are questions you need to ask a patient before starting the visit.

Everyone with access to the visit will have access to the chat dialogue. When there is an unread message, a yellow indicator will be attached to the chat icon (Fig. 24).

Fig. 23

Fig.23.jpg