Adding User Accounts and Profiles

The provider (or user) account in RemoteVisit is referred to as a “Team User.” To set up the providers in your facility, begin by logging in to your RemoteVisit account and selecting “Settings” from the menu on the left-hand side of the screen. Next, select “Team Users,” then “Add Team User.”

An explanation of each field in the user profile is included below. Users will receive an email or text notification that they have been added to the account once their profile is created and will be prompted to create a password. (Note: The individual’s email address is their username for RemoteVisit.)

 
Email & Phone:
Email and SMS notifications from RemoteVisit will be sent to the email address and cell phone number entered.
Title, Name & Profile Photo:
Patients will see these details in the web portal and the RemoteVisit patient app when searching for their provider.
Designation:
Patients will see the provider’s specialty on the patient web portal or in the RemoteVisit app
Role:
Defines the level of access for the user.
  • Admin Role:  Gives access all the features available to manage the RemoteVisit account.
  • Healthcare Provider Role: This role is recommended for providers. Allows access to patient data and consultation services only.
Access:
Allows users to to have access to all patients or restrict access to just those patients which are assigned to them.
Location:
Select the location the user is associated with if more than one is available for your facility. Patients will see these details in the web portal and the RemoteVisit patient app when searching for their provider.
Departments:
If choosing to further segment your facility into departments for additional filtering options, select the department for the user.
Supported Service Types:
RemoteVisit allows for scheduling of in-person visits and remote consultations via text and video. The default options are and video and text consultations only, but you are free to use the system for in-person scheduling as well.
Display Provider Profile to Patients:
Allows patients to schedule consultations with their provider through on the patient web portal or in the RemoteVisit app.
Display Order of Provider in Listing View:
Sets the order of your providers on the administrator view and patient scheduling views. Default this to the number 1 for all users unless a specific order is desired.


Quick Start Guide

Setting or Editing Appointment Schedules
 
Changing Passwords in Your RemoteVisit Account
 
Adding Patients to Your RemoteVisit Account
 
Adding User Accounts and Profiles
 
Patient Messaging and Clinic Alerts
 
Setting Patient Appointments