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How to Add and Manage Participants in a Visit

  • Updated

You may need to have someone else join you and your patient during a visit for many reasons. They may want a family member or caregiver to be involved, or they may need a translator. Perhaps you’d like another provider to be present for a consult. This can be done with the Invite Participants tool.

Up to six additional participants (eight people) may be invited to join during the visit. They do not need to download the eVisit app or have an eVisit account to join the visit.

  1. In the visit side-panel, click the Participants tab, then click Invite Participants

    Fig. 1
    invite_participants_4.jpg
  2. Enter the participant's email or cell phone number

    Fig. 2
    Invite_participants_1.jpg

  3. Click Add participant

    Fig. 3
    invite_participabnts_2.jpg
  4. Click Send

    Fig. 4
    invite_participants_4.jpg
  5. In the message that displays, click Allow to grant the participant access to the visit (or Deny)

    Fig. 5
    participants_wants_to_join_the_visit.jpg

    The participant will appear in the Participants tab AND across the top of the screen.

    Fig. 6
    all_participants.jpg

How to manage participants:

Mute a participant

To mute a participant in the visit, click the microphone next to their name.

Fig. 7
mute_a_participant.jpg

Note:

Each participant can individually mute other participants. This is useful if someone has stepped away or if there is loud background noise.

Once muted, only the participant who was muted will be able to unmute themself.

Providers can no longer mute all participants at once.

Remove a participant

To remove a participant from a visit, click the vertical ellipses next to their name, then click Remove

Fig. 8
remove__participant.jpg

Pin a participant

Each participant will see their video in the top left position of the screen. All participant videos will be available at the top, but you may have to scroll to the right if there are many participants.

The main center screen will display the participant currently speaking.

By hovering over an individual, users can pin a participant. This moves a participant's video to the main screen, regardless of who speaks.

The participant in the center of Fig. 9 is pinned.

Fig. 9

pinned.jpg

Still have questions?

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

 

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