How to Track Virtual Evaluations
PepCare allows you to monitor every virtual evaluation in just a few clicks—keeping you informed and organized.
Step 1: Navigate to the Virtual Evaluation Tab
From your dashboard, go to the Virtual Evaluation section on the left-hand menu.
Step 2: View All Active Evaluations
Here, you’ll see a full list of patients currently assigned to you or your team. Each row includes:
- Patient name
- Status (e.g., Active, Pending)
- Date and time
- Assigned doctor
- Due date
Step 3: Take Action
- Click on the three-dot menu (⋯) at the right of any patient row to:
- Create a referral
- Send a message
- Create a virtual recall
- Close the evaluation if completed
✅ Pro Tip: Use the search bar at the top to filter evaluations by status.
Why This Matters
Tracking virtual evaluations helps ensure no patient falls through the cracks—every touchpoint is documented and ready for follow-up.e your content here.