How to requeue and reassign patients

During a virtual visit, you may need to confer with a colleague, step away, or refer the patient to a different provider in your organization. The Requeue/Reassign feature in eVisit lets you place your patient back in the queue or reassign them to another available provider.

Use this feature to refer the patient to another provider or if another teammate needs to complete additional steps after you're done with your portion of the visit. Placing the patient in that teammate's queue will enable them to continue the visit seamlessly.

From a computer:

Click here to go to Mobile Device instructions.

Requeue a patient in a visit:

1. While you’re in the visit, move your cursor to open the control panel and select Requeue 
   
   Fig. 1
   

   
   
   

2. Choose Requeue to place your patient back in the queue
   
   Fig. 2
   

   
   
   

   Note: The patient will return to the queue and they will see a message to that effect. You can restart the visit from your queue by clicking the Join Visit icon .
   
   

Reassign a patient: 

You are able to reassign a patient to another provider from the queue or during a visit.

1. From the queue, click Reassign visit
   
   Fig. 3
   
   
   
   
2. During the visit, click the Reassign Patient icon
   Fig. 4
   

   
   
   Both options display a list of providers to choose from. You can search for a specific provider using the search bar and narrow the search using the Provider filter (Fig. 5).
   
   

3. When you locate the appropriate provider, click their name, then click Assign
   
   Fig. 5
   
   Fig. 6
   
   
   
   A success message will display, informing you that the patient has been reassigned to the other provider. The patient will see a similar message.
   
   

4. Click Okay to exit
   
   

From a mobile device:

Before the visit starts

1. Tap the patient's name to open the Actions section
   
   Fig. 7
   
   
   
2. Tap the Reassign icon
   Fig. 8
   
   Go to step 3 below to continue.
   

While in the visit

1. Tap the screen to bring up the control panel, then tap the vertical ellipses to open the in-visit options
   
   Fig. 9
   
   
   
2. Tap Reassign patient
   
   Fig. 10
   
   
   
3. Tap Requeue to place the patient back in the waiting room, or If you want to reassign the patient to another provider, tap Reassign and complete the following steps:
   
   Fig. 11
   
   
   
4. Use the search box and available filters to locate the provider you want to assign the patient to
   
   Fig. 12
   
   
   
5. Locate the correct provider, tap the provider's name, then tap Assign
   
   Fig. 13
   
   

A success window will appear; tap Okay to exit

Still have questions?

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