Welcome, to the Flyte Health, Evolve Organization Administration, Product-Demo. 

Let’s Begin by discussing Org Administration Account Usage:

  • Org administration accounts are used by administrators and all individuals responsible for: scheduling, provider calendars, updating availability, and turning on specific appointment types for any given provider 
  • Administrators oversee providers’ calendars and update availability.
  • Patient Coordinator Team, also known as the P.C. Team, handles scheduling for providers, doctors, nurse practitioners, and registered dietitians. This is the account used for this team.

To start, let’s begin looking at the Patient section of the org admin menu.

The first key component of the patient view is the Patient List

The Patient list is accessible by clicking on “Patients” on the left side of the screen.

Columns can be customized to show details such as organization, email, date of birth, phone number, Athena ID, and last login.

Editing columns is important for administrators to know, which organization a patient belongs to, contact details, and Athena ID.

Columns can be customized based on the user’s role, whether it be to add a section, or remove it.

Next, – A key component to understanding Patient data is through Patient Record Management.

You can navigate to patient settings to deactivate or reactivate a patient, update email addresses, send password resets, view designated organization, or re-send welcome emails.

As well as update patient information such as name, gender, birth date, and home address.

Next up we have, Program Type and Provider Information:

Other settings include updating a patient’s program type (such as, diabetes or bariatric) based on provider’s recommendation.

As well as viewing assigned providers, and system and marketing email subscriptions.

As an organization, we cannot turn on Patient SMS notifications due to rates and costs. However, patients have the option to turn this function on themselves.

Patient notifications through emails and the app are automatically turned on but can be turned off by the patient.

 Succeeding we will take a look at the Patient Profile.

The Logging Section checks logs for food, weight, and exercise to ensure data accuracy.

You do not need to be logged in as a provider to view these entries.

This is Important for confirming patient inputs (such as, weight entries).


 Under the Recommendations tab you will find the Questionnaires section 

Here you can check questionnaires completed by Patients.


Now let’s discuss Viewing and Managing Provider Schedules via the Scheduling Section of Evolve

This is used by administrators to oversee the provider’s calendar and update hours.

  • Provider Settings Allows for Managing time zones, appointment types, and self-scheduling options.
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  • Accessing Schedules Allows for Navigation to the schedule section, and select specific providers.
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  • Provider Availability Adjusts for Regular hours and overrides hours for specific days.
  • the Blocking Process is that which blocks time on a provider’s calendar for specific dates and times to adhere to their scheduling needs.
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  • Under the Administrative view, Determining Availability will involve Clicking through individual days to find available slots.
  • One Limitation on viewing multiple provider schedules is you may only view up to five providers at a time.

Next is Handling Patient Inquiries via Insights

As per the Onboarding Status:

  • We use Salesforce to track patient onboarding status and completion of health risk assessments (otherwise known as HRAs).

This brings us to the end of the Evolve Administration, Product Demo.

— Welcome, to Flyte Health.