Administration: e-Visit Setup

An e-visit (also known as a telehealth visit or virtual visit) is a virtual office visit between the patient and the provider using NextGen Office® Patient Portal and EHR. In place of a face-to-face encounter, an e-visit is conducted by videoconference, online chat, or phone.

e-Visit Setup Requirements

• E-visit is a premium Patient Portal feature. Contact your sales representative to subscribe.
• If you plan on collecting a patient payment or copay at the time of the e-visit, you must have an integration with a credit card processing vendor for credit card payments. Contact your sales representative to set up credit card processing services. 
• In Administration: Enable and Disable Features, select the following check boxes:
  • Advanced Appointment Features
  • e-Visit
  • Patient Payments (only if you are collecting a patient payment during appointment check-in and have set up credit card processing services)

E-visit Requirements 

• In Administration: Calendar Appointment Types, set up e-visit appointment types.
• Schedule a patient for an appointment using the e-visit appointment type.
• Internet connection (to maintain stable video during an e-visit): High-speed broadband, 0.35 Mbps (350 Kbps) download/0.35 Mbps (350 Kbps) upload or higher

Open Administration: e-Visit Setup

1. On the menu bar, click Admin.
2. Below Premium Portal Management, click e‑Visit Setup.

Standard Fee and Disclaimer

The standard fee is the amount that the patient is required to pay for each e-visit before proceeding.

You must enter $0 if:

• There is no charge for the e-visit.
• You plan on billing insurance for the e-visit and are collecting a credit card payment for a copay at the time of the e-visit.

• An integration with a credit card processing vendor is not set up for your practice.

Disclaimer

The disclaimer is the binding agreement that the patient reviews before requesting a e-visit appointment. A sample disclaimer is provided. Edit the disclaimer to customize it for your practice.