Managing Your eVisit Account
From your smart phone or tablet you can access your eVisit account. You can also edit such things as your personal information, reschedule or cancel upcoming visits, change your preferred pharmacy, and update your health records, insurance and payment information.
To get started, log in to eVisit and tap the User Menu icon (three horizontal lines).
From here, you’ll be able to view and update your account details. The options available to you will depend on your provider’s practice preferences.
To learn how to update the specific sections of your account, click on the link below that best matches the section you need to edit:
- Personal Info
- Upcoming Visits
- Visit History
- Health Records
- Payment Method
In the Personal Info tab, edit and update your name, address, phone number and time zone. Tap in the field you want to update, make your changes, and at the bottom of the screen, select Update to save the changes.
Tapping on Upcoming Visits displays visits that you or your provider have scheduled. If you need to make changes to your visit, tap either the Reschedule or Cancel option and complete the following screens to complete your request.
The Start Visit button will be inactive, or appear grey, until 15 minutes before your scheduled visit. When the Start Visit button is blue, you will be able to tap it and start your visit. On the day of your visit, you can start it by tapping Start Visit.
At any time, you can view details about your past visits, and download a visit summary, which may include specific information about your visit, such as prescribed medications, visit details, payment information, and more. From the Visit History, tap the visit you want to view.
The details of the visit will display.
You can also view any attachments that were uploaded during the visit, as well as chat history, and your patient details.
To download a visit summary, tap Download. A PDF of the visit will download to your device.
Insurance benefits change. It’s the way of things. Employers offer new plans during open enrollment and if you pay for your own insurance, you may look for better coverage and better prices.
To update your insurance, select the Insurance tab.
In the Insurance Company field, enter the name of your insurance company. Select your insurance company from the list of matching results. Then, enter additional information, such as ID and Group number. Tap Continue to complete the process.
Whenever you need to update your medications, medical/family history, or other specifics about your health, tap the Health Records tab.
For example, if you need to add a new medication to your health record,
- Tap the Medications tab
- Tap Edit
- Type in the name of the medication tap, tap return, then tap Update
Alternatively, you can tap Show Suggestions and a list of popular medications will display – if your medication is on the list select it then tap Update.
The medication you added now appears in your list of medications. Repeat the process to edit other tabs, like procedures and allergies.
You may need to change your preferred pharmacy because you’ve moved or found one that you like better. If you need to change your pharmacy, follow these steps:
- Select the Pharmacy tab
- To choose a new pharmacy, enter the new address or zip code in the field
- Navigate the map and resize it as needed to find your new pharmacy or tap the list icon to display a list of the pharmacies that are the closest to you
- When you find the pharmacy you want, tap it
- Then select Yes on the Change Pharmacy confirmation message
Finally, if your provider’s office requires a credit card (at this time Apple Pay, PayPal, and crypto currency are not accepted) to be kept on file for billing, you can change and update the card information quickly and easily!
- From the user menu, tap Billing
- Select Update billing information, then in the Please confirm message, tap Yes to continue
- Update the name on the card, card number, expiration date and the security code. Then, choose Continue. That’s it! Your card information is now updated
In the Settings tab, update your password and email address. Also, choose how you want to receive notifications from eVisit. Keep this contact information up to date because this is how you get notified of updates, appointment changes, and more.
- From the user menu, tap Settings
- Tap inside the field you want to update
- Active or deactivate notifications by tapping the toggle button next to it
- When finished, tap Save Changes
In the Help tab you can submit a ticket for help, find the phone number to our technical support team, and access our knowledgebase to search for the answers you need.
Still have questions?
We’re here to help! Please contact eVisit Technical Support at (928) 297-2294 or email us at firstname.lastname@example.org.