Patient Portal Training by Technical Doctor


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Patient Portal Training by Technical Doctor

  1. 1. Patient Portal<br />Presented by:<br />Nina Velazquez<br />Technical Doctor Inc.<br />
  2. 2. To activate the patient portal you will need to:<br />Admin<br />Product Activation<br />Configure Patient Portal<br />Once configured it will display your URL link to direct patients to.<br />Activation<br />
  3. 3. Patient Portal Settings Main Page<br />
  4. 4. Message Settings<br />Message Settings:<br />You can assign responsibility for receiving messages to an individual staff member, and patients when sending a message will see the “Default name that appears on the portal”. <br />*Request Read Receipts: Will be sent to the Portal Inbox-letting practice know when client reads a sent message<br />
  5. 5. Email Settings<br />The email messages above can be automated to be sent to the patient. Templates for these messages are already built in. <br />Yes/No will enable/disable these messages from going out. <br />Settings is where the practice can customize the messages that go out to patients.<br />
  6. 6. New Appointment Settings<br />The office sets up times and appointment types available for patients to request via the portal. As well as which physicians are available for appointments. <br />*This feature is a part of MU <br />
  7. 7. New Appointment Settings <br />Continued…<br />It is very important that the practice adds their facility to the list otherwise patients will not be able to schedule appointments! <br />The check boxes at the bottom allow patients the ability reschedule and cancel current appointments. <br />
  8. 8. Lab Settings<br />Category of Test for Labs- allows patients to request a lab test. Acceptable data for this setting would be:<br />CBC, CMP, Lipid<br />*This feature is a part of MU <br />
  9. 9. Questionnaires<br />The Questionnaires setting allows the practice to upload forms for patients to fill out before coming to the practice. This can include (9 max):<br />Past Medical History, Family Medical History, Social History<br />The practice is unable to scan in current forms and upload. They need to design a questionnaire by going to (EMR Questionnaire Designer)<br />To create an Immunization form they need to go to (EMRImmunizationsImmunization form setup).<br />*This feature is a part of MU <br />
  10. 10. Menu Settings<br />The menu settings page lets the practice configure which fields they want displayed on the portal for the patients to see. <br />They will do this by either selecting Show or Hide<br />
  11. 11. Consent Form Settings<br />Consent forms allows the practice to create their Consent form that the patient will need to agree to when first using the portal.<br />
  12. 12. Welcome Settings<br />The Welcome Settings allows the practice to create the homepage when their patients first log in. They can free-type their message or copy and paste. <br />This will help customize their patients experience and welcome them to a whole new world of Healthcare Technology!<br />
  13. 13. New Patient Registration<br />New Patient Registration:<br />This is where the practice can choose what information is required by the patient when creating an account on the portal. <br />Once this information is input; when the practice preregisters the patient and all this information is migrated into the patient Hub in the Demographics section.<br />*The greyed out boxes cannot be modified <br />
  14. 14. Feature Settings<br />
  15. 15. Feature Settings<br />Continued…<br />
  16. 16. Medical Report Conf.<br />The Medical Report Configuration allows the practice to choose what information the patient will have available to them for PHR (Protected Health Records) viewing purposes through the portal.<br />*This feature is a part of MU <br />
  17. 17. This is where the practice can see if a particular patient is WebEnabled or not. <br />To WebEnable a patient from the Practice side; you need to first click on “Info”<br />Web Enabled Patients<br />
  18. 18. Enabling Patients <br />for the Portal<br />
  19. 19. Enabling Patients <br />for the Portal <br />Continued…<br />After clicking on Web Enable it will bring you to Patient Portal Account Management. You can use the auto generated username and password or free type. You will also be able to Unlock patient account and Disable patients account once this is enabled. <br />
  20. 20. Patient Portal<br />
  21. 21. Patient Pre-Registration<br />
  22. 22. Enabling Patients <br />after <br />Pre-Registration<br />Assigned eCW user will need to go to the “P” Jellybean and look for any patients that pre-registered online.<br />
  23. 23. Inside the Patient Portal<br />
  24. 24. Thank You!<br />Questions<br />