Patient Portal

Overview

The Patient Portal is an online communication tool that allows facility providers to communicate with their patients and caregivers through a secure messaging system.

Sending a Registered Patient to the Patient Portal

1. From the Electronic Medical Record Search screen, select a patient.

2. From the Census drop-down list, select the Register option.

3. In the Other section, select the Send to Portal checkbox.

4. In the Address field, verify that the patient's email address is entered correctly.

Using the Patient Portal

1. From the Patient Portal screen, select the Users button.

2. From the Users dialog, select the Role drop-down list, then select the Patient option.

Adding a Patient Contact as a Caregiver

1. From the Electronic Medical Record Search screen, select the Demographics drop-down list, then select the Contacts option.

2. On the Contacts list, select the contact, then select Update.

3. In the Update Contact dialog, verify that the contact's email address is entered correctly.

4. In the Other section, select the Send to Portal checkbox.

5. Select Save.

Sending a Provider to the Patient Portal

1. From the User Security screen, search for the provider and select Update.

2. In the User Maintenance dialog, verify that the provider's email address is entered correctly.

3. In the Other section, select the Send to Portal checkbox.

4. Select Save.

Verifying a Provider in the Patient Portal

1. Access the Patient Portal through your unique URL and log in with your credentials.

2. Select the Users option and select the provider.

Removing a Contact from the Patient Portal

1. From the Electronic Medical Record Search screen, select the patient.

2. Select the Demographics drop-down list and select the Contacts option.

3. From the Contacts list, select the contact, then select Update.

4. In the Update Contact dialog, clear the Send to Portal checkbox.

5. Select Save.

Sending a Message to a Provider

1. Select the Messages button.

2. On the Messages screen, select the New button.

3. Select the Question Type drop-down list and select the specific question type.

4. In the Send box, enter the subject and message.

5. Select the Send button.

Creating a Conversation

1. In the Subject box, enter a subject.

2. Select the Recipients button.

3. From the Recipients dialog, select a recipient or multiple recipients.

4. Select the Apply button.

5. In the New Message box, enter a message.

6. Select the Send button.