How to manage an eVisit account from a mobile device

You can edit your personal information, reschedule or cancel upcoming visits, change your pharmacy, and update your health records, insurance, and payment information from your smartphone or tablet.

Log in to eVisit and tap the User Menu icon (Fig. 1) to get started.

Fig. 1

From here, you can view and update your account details. The options available to you will depend on your provider’s practice preferences.

Fig. 2

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
• Insurance
• Health Records
• Pharmacy
• Payment Method
• Settings
• Help

Personal Info

In the Personal Info section, edit and update your name, address, phone number, and time zone. Tap in the field you want to update, make your changes, and select Update at the bottom of the screen to save the changes.

Fig. 3

Upcoming Visits

To view your Upcoming Visits shows visits that you or your provider have scheduled. If you need to make changes to your visit, you can just tap either the Reschedule or Cancel option and complete the following screens to complete your request.

Fig. 4

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 can tap it and start your visit. On the day of your visit, you can start it by tapping Start Visit.

Visit History

At any time, you can view details about your past visits and download a summary, including 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.

Fig. 5

The details of the visit will be displayed.

Fig. 6

You can also take a look at 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 be downloaded to your device.

Fig. 7

Insurance

Insurance benefits change. It’s the way of things. Employers offer new plans during open enrollment, and if you pay for your insurance, you may look for better coverage and prices.

To update your insurance, select the Insurance tab.

Fig. 8

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.

Health Records

Whenever you need to update your medications, medical/family history, or other specifics about your health, tap the Health Records tab.

Fig. 9

For example, if you need to add a new medication to your health record:

1. Tap the Medications tab
2. Tap Edit
3. 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.
   
   Fig. 10
   
   
   Fig. 11
   
   The medication you added now appears in your list of medications. Repeat the process to edit other tabs, like procedures and allergies.

Pharmacy

You may need to change your preferred pharmacy because you’ve moved or found one you like better. If you need to change your pharmacy, follow these steps:

1. Select the Pharmacy tab
2. To choose a new pharmacy, enter the new address or zip code in the field
3. 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
4. When you find the pharmacy you want, tap it
5. Then select Yes on the Change Pharmacy confirmation message
   
   Fig. 12
   

Payment Method

Finally, if your provider’s office requires a credit card (at this time, Apple Pay, PayPal, and cryptocurrency are not accepted) to be kept on file for billing, you can change and update the card information quickly and easily!

1. From the user menu, tap Billing
   
   Fig. 13
   
   
2. Select Update billing information, then in the Please confirm message, tap Yes to continue
   
   Fig. 14
   
3. Update the name on the card, card number, expiration date, and the security code, then choose Continue

Settings

In the Settings tab, update your password and email address. Also, choose how you want to receive notifications from eVisit. Keep this contact information updated because this is how you get notified of updates, appointment changes, and more.

1. From the user menu, tap Settings
2. Tap inside the field you want to update
3. Active or deactivate notifications by tapping the toggle button next to it
   
   Fig. 15
   
4. When finished, tap Save Changes

Support

In the Help tab, you can submit a ticket for help, find the phone number of our technical support team, and access our knowledge base to search for the answers you need.

Fig. 16

Still have questions?

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