Patient Portals


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•Identify Key Patient Portal Features and Benefits
•Plan the Implementation and Roll Out of a Patient Portal
•Integrate Patient Portals into Your Practice’s Patient Service Strategy

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Patient Portals

  1. 1. Patient Portals and the PatientService Strategy
  2. 2. • Phone lines are now muted• Find this or any previous webinar, go to click on Webinars
  3. 3. Missouri’s Federally-designatedRegional Extension CenterUniversity of Missouri: Department of Health Management and Informatics Center for Health Policy Department of Family and Community Medicine Missouri School of JournalismPartners: EHR Pathway Hospital Industry Data Institute (Critical Access Hospitals) Missouri Primary Care Association Missouri Telehealth Network Primaris
  4. 4. Assist Missouris health care providers in usingelectronic health records to improve the access andquality of health services; to reduce inefficienciesand avoidable costs; and to optimize the healthoutcomes of Missourians
  5. 5.  For providers who do not have a certified EHR system - We help you choose and implement one in your office  For providers who already have a system - We help eligible providers meet the Medicare or Medicaid criteria for incentive payments5
  6. 6.  Contact MO HIT Assistance Center for details and pricing
  7. 7.  Instructions provided after today’s presentation
  8. 8.  The Office of Continuing Education, School of Medicine, University of Missouri is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians. The Office of Continuing Education, School of Medicine, University of Missouri designates this live Internet educational activity for a maximum of one AMA PRA Category 1 Credit™. Physicians should only claim the credit commensurate with the extent of their participation in the activity.The learning objectives of this live Internet educational activity are: Choose an appropriate electronic health record for the practice, create a change team, redesign practice workflow and successfully implement transition to electronic records. Appropriately track quality measures in electronic health records and to create accurate reports of quality indicators; physicians will understand how to use indicators to improve patient outcomes. Identify potential privacy and security issues in individual practices that are utilizing electronic health records and provide tools for practices to use to assess their security measures to see if they are appropriate. Measure and track the way individual practices are reporting on the meaningful use requirements in the federal HI Tech Act; understand additional clinical reporting requirements contained in meaningful use phases two and three. Appropriately design and implement patient portals for patients to access their health care information and learn how to better take care of their health conditions. The planning members and presenter for this activity have no commercial relationships to disclose.
  9. 9. This regional extension center is fundedthrough an award from the Office of theNational Coordinator for Health InformationTechnology, Department of Health and HumanServices Award Number 90RC0039/01Cerner and the University of Missouri Health System have an independentstrategic alliance to provide unique support for the Tiger Institute for HealthInnovation, a collaborative venture to promote innovative health care solutionsto drive down cost and dramatically increase quality of care for the state ofMissouri. The Missouri Health Information Technology Assistance Center at theUniversity of Missouri, however, is vendor neutral in its support of the adoptionand implementation of EMRs by health care providers in Missouri as they movetoward meaningful use.
  10. 10. Patient Portals PRIMARIS Presented by October 11, 2012 Ron Sterling Webinar Sterling Solutions, Ltd.©2012 Sterling Solutions, Ltd. 10
  11. 11. Why Patient Portals? • Patients Want to Interact Over the Internet. • Patient Portal Interactions are Less Expensive and More Convenient for Patients. • Patient Portal Interactions are More Convenient and Less Expensive for Practices.©2012 Sterling Solutions, Ltd. 11
  12. 12. Patient Portals and MU • Patient Portals Can Support Stage 1 MU • Clinical Summaries – Core • Electronic Copy – Core • Electronic Access to Records – Menu • Patient Reminders – Menu • Patient Education – Menu©2012 Sterling Solutions, Ltd. 12
  13. 13. Patient Portals and MU • Patient Portals Required for Proposed Stage 2 • Clinical Summaries – Core • Patient Reminders – Core • Secure Messaging - Core • Electronic Access to Records – Core • Patient Education – Core • Structured Family Health Data - Menu©2012 Sterling Solutions, Ltd. 13
  14. 14. PATIENT PORTALS AND PATIENT SERVICE©2012 Sterling Solutions, Ltd. 14
  15. 15. Patient Portal Capabilities • Patient Registration • Enter Information • Complete Forms • Update Information • Appointment • Look Up • Request • Confirmation • Support Billing • Review Status • Access Statement • Make Payments©2012 Sterling Solutions, Ltd. 15
  16. 16. NEXTMD APPOINTMENT 2 Desired Times©2012 Sterling Solutions, Ltd. 16
  17. 17. MEDFUSION BILL PAY Each Access Offers a Chance to Pay©2012 Sterling Solutions, Ltd. 17
  18. 18. Patient Portal Capabilities • Patient Service • Refill Request • Message Exchange • eVisits • Patient Health Record • Access Information • Review Results • Patient Information Gathering • Health History • HPI • Periodic Reporting©2012 Sterling Solutions, Ltd. 18
  19. 19. MEDFUSION HEALTH HISTORY Can Accept Info into EHR©2012 Sterling Solutions, Ltd. 19
  20. 20. NEXTMD MESSAGING Documents Dialogue©2012 Sterling Solutions, Ltd. 20
  21. 21. Portals and Provider Networks • Some Portals Support Provider Networks • Access Information on Shared Patients • Exchange Messages • Exchange Information©2012 Sterling Solutions, Ltd. 21 2
  22. 22. PATIENT PORTALS AND EHR Information Patient Request Patient EHR Portal Response Messages – Sent to Inbox and Information Entered into EHR. Information Accepted – Information Flagged and Posted to Patient Chart.©2012 Sterling Solutions, Ltd. 22
  23. 23. Portal Selection Issues • Acceptability of PMS/EHR • Patient Portals are Not (Typically) a Best of Breed Decision • Partnering (Ex. MedFusion, Medicity, Kryptiq) • Companion Products (Ex. NextMD) • Patient Portals May Trigger PMS Changes • Support for Clinical Content • Verify Interface Strategy - Messaging - Direct Connection - Workflow Support©2012 Sterling Solutions, Ltd. 23
  24. 24. CONTRACT ISSUES • Patient Portal Implementation Timing • Support for EHR Go Live • Patient Portal Features and Interface with PMS and EHR • Costs and Support Fees for Patient Portal • Trigger for Fees and Support©2012 Sterling Solutions, Ltd. 24
  25. 25. MANAGING PATIENT PORTAL ACTIVATION©2012 Sterling Solutions, Ltd. 25
  26. 26. Strategic Issues • Sequence of Patient Portal Implementation • Time to Deploy Patient Portal • Time to Sell Patient Portal©2012 Sterling Solutions, Ltd. 26 2
  27. 27. Portal Activation Considerations • PMS Use • EHR Functional Use • Critical Mass of Users • Critical Mass of Patients • Critical Mass of Clinical Content • User Readiness • Practice Readiness©2012 Sterling Solutions, Ltd. 27
  28. 28. Training • Patient Portal Use • Interactions with • PMS • EHR • Support Policies • Supporting Procedures • Incoming Messages • Incoming Clinical Information • Incoming Requests • Outgoing Information©2012 Sterling Solutions, Ltd. 28
  29. 29. Patient Portal Content • Validate Patient Portal Content - Confirm Standard Presentation - Verify Terminology and Format - Match to EHR and PMS • Customize Clinical Content - Inventory Changes or Setups - Implement or Customize • Test Patient Portal - Work from EHR and Patient Portal - Doctors and Staff Testing - Test with Patients©2012 Sterling Solutions, Ltd. 29
  30. 30. Workflow and Rollout • Need Workflow Strategy • Like EHR Flow with Triage • Responsive and Timely • Physicians and Staff Prepared and Trained • Control and Monitoring of Items • Initiating Patient Use • In Office Kiosks • Patient Use from Home©2012 Sterling Solutions, Ltd. 30
  31. 31. Activation Stages • Connect to Practice Web Site • PMS Items • Patient Registration • Scheduling • Billing • EHR Items • Messaging • Collect Information • Patient Service Items©2012 Sterling Solutions, Ltd. 31
  32. 32. Activation Challenges • Measured Rollout - Target Strategies to Stage Rollout - Setting Expectations - Insuring Support - “Backstop” Protection - Measuring Success - Addressing Problems • Timeframe - Significant Other Items in Critical Path - Coordination with Other “Meaningful Use” Items©2012 Sterling Solutions, Ltd. 32 3
  33. 33. QUESTIONS AND ANSWERS©2012 Sterling Solutions, Ltd. 33
  34. 34. RONALD B. STERLING, CPA Sterling Solutions, Ltd. Ronald B. Sterling publishes the popular EHR Blog, Avoid-EHR- and authored the HIMSS Book of the Year Award winning Keys to EHR/EHR Success - Selecting and Implementing an Electronic Medical Record. Ron is a nationally recognized expert on the selection and implementation of electronic health record and practice management systems. Ron has advised healthcare organizations and practices across the country. Ron has analyzed software from over 150 vendors. Mr. Sterling hosts The EHR Zone on and has contributed articles to a wide range of publications including the widely used Marketing Your Clinical Practice. (301)681-4247©2012 Sterling Solutions, Ltd. 34 3
  35. 35.  Click on the “hand” on your computer to ask a question & press * 6 to unmute your phone.
  36. 36. 1. Go to: http://www.EHRhelp.missouri.edu1. Click on on our home page Webinar s1. Look for today’s Webinar title2. Download pdf or complete online questionnaire1. Submit or fax completed questionnaire to 573-882- 5666 by: Friday, October 12, 2012
  37. 37. 1. Go to: http://www.EHRhelp.missouri.edu1. Click on on our home page Webinar s1. Look for today’s Webinar title2. Download pdf questionnaire by3. Friday October 12, 20124. Mail or fax completed questionnaire to the American Osteopathic Association
  38. 38. November 8, 2012 5-6 PM CSTMissouri Health Connect Update
  39. 39.  Colorectal Cancer: Putting Prevention into Practice ◦ Presenter: Durado Brooks, MD, MPH, Director, Prostate and Colorectal Cancers, American Cancer Society Thursday, October 18, 2012 5-6:15 pm ◦ Visit to register This webinar is intended for primary care physicians and will: * Explain how to assess a patients risk for colorectal cancer (CRC). * Describe CRC screening methods and the benefits and limitations of each. * Recommend CRC screening method(s) based on patient risk profile and personal preferences. * Outline a strategic plan for the practice to increase patient compliance with CRC screening. CME Accrediation Primaris is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians. Credit Designation Primaris designates this educational activity for a maximum of 1.25 AMA PRA Category 1 Credit(s) ™. Physicians should only claim credit commensurate with the extent of their participation in the activity.
  40. 40.  Website: E-Mail: ◦ Phone: ◦ 1-877-882-9933