Setting your “Out of Office” within Epic for e-Visits
1. Providers, from your inbasket, select the “out” icon.
2. Enter your name as this sets who will be out of office.
3. Select “New” on the bottom left
4. Complete the following fields, including delegates (e.g. your MAs) or covering
groups, such as pools and active dates you will be out of the office. Select
“Accept.” This sets your out of office and grants access to your inbasket (e.g.
e-Visits folder) for your delegates during your selected dates.
Coverage for providers when out of office: MA workflow
1. MA checks the providers e-Visits folder throughout the day
2. When an e-Visit is present, select the e-Visit by double clicking. Select “yes”
on the following prompt to copy the questionnaire information into the
progress note.
3. Select Smartsets and e-Visit Cancellation. Click “Open SmartSets.”
4. Select “Provider is Out of Office” and “sign.” This populates the following
message to the patient: “The provider you selected for your eVisit is out of the
office so you will need to come into the clinic. You can submit an appointment
request in Mychart or call us at the number indicated below.”
Patient sees:
5. Scroll down to “Routing” to cc’ front desk staff to reach out to the patient to
schedule per normal provider coverage protocol. “Sign Visit” to close the e-Visit.
You can “Done” the message from your folder to remove.
