Presented by:
HCN Clinical Operations Team
Topic
Page
Top Reasons to have and use the Patient Portal
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Sample Portal Websites
4
Portal 101
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Meaningful Use and Practice Portal
12
Patient Engagement
29
Patient Portal Report in POMIS
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2
1. Less phone calls received / Less
paper messages
2. Provides an additional way of
communication for the patient.
3. Patient can register and complete
health questionnaires online prior
to appointment.
4. Easy access to their clinical
information
5. Requirement for Meaningful Use
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4
5
Portal 101
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From PI Screen:
1. Click on
Reports from
the menu
screen.
2. Select
Letters/Labels
3. Select Patient
Portal Letter
4. Select Run and
View/Print the
letter
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1. Select Register at the
Top of the Screen
2. Create a login ID and
Password (6-15
characters long)
3. Assign challenge
questions/answers
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1. Select the “I
have seen
physician
before”
option
2. Input PIN#
provided on
the PIN
Letter.
3. Click on Verify
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Patients have
the ability to
register to
become a
patient of your
Center.
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CORE MEASURE 7:
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Once verified, patient now has access to
view their clinical information.
Satisfies Meaningful Use
CORE MEASURE 7: Patient Electronic Access
Required fields to
display are:
• Allergies,
• Lab Results,
• Plan of Care
• Problems,
• Procedures,
• Social History,
• Vital Signs,
• Chart Summary
• Chart Access
History
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From this tab, patients
can:
• View a complete
report of their
medical summary,
• Download the
summary to their
computer
• Send it as an
attachment (PDF &
XML)
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• Provides a channel for patients to communicate with the
Center:
All of these options, sends a
message to the delegate folders in
Secure Messaging.
(Must use Sage Payment Solutions for this option)
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1. Patient clicks on
Medical History
Questionnaire
2. Patient completes Medical
History Questionnaire
3. Patient is provided
a report and submits
to Center.
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1. Patient clicks on
Medical History
Questionnaire
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• From POMIS:
– Communication
– Secure Messaging
– Delegate Login
• From EHR:
– From My Day, click on the
Secure Message icon
– Delegate Login
It is very important to make
sure the User logs in as the
Delegate since they will not
see any email messages on
the initial inbox since it’s the
personal inbox of the user!
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All received
messages should
be replied with.
 Click on Send,
once ready to
submit a
response.
• Check [cc chart]
to save a copy
of the message
in Chart
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Click the Action button to each email.
• If an Appointment request is received,
the Action option will be Make
Appointment
• If a Patient Registration request is
received, the Action option will be
Register
• If a document has been sent to the
clinic, the Action option will be Save to
Chart
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Best Practice to save all messages in a folder so that
no one is working the task twice.
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POMIS:
1. From the PI
screen, expand
the Other
category
2. Click on Secure
Messages
3. Secure Messages
will display
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IEHR:
1. From My Day,
click on the Sec
Msg Chart list
option
2. Work messages.
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1)
Once the patient encounter note is completed, and you are ready to generate and send the visit summary via
the patient portal, click ‘Sign’
2)
Verify ‘Exchange Document’ is checked and ‘Open Generate Dialog’ is selected from the drop down option
3)
Select the following:
i. To: Patient
ii. What: Clinical Summary
iii. Include: De-Select any data that may be harmful for the patient
4)
Click ‘Send’
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Once an encounter note has been created, the ‘Print Summary’ option will appear on the top right
corner in the patient’s summary page. When the provider has completed the necessary information
and you are ready to generate the summary:
1) Click ‘Print Summary’
2) Select ‘Send Summary’
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The Secure Messaging window will display.
1) Edit the body of the message.
2) Click on ‘Send’
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From IEHR, you can send
documents to the
patient via Secure
Messaging.
EX:
• No show letters
• Follow up letters
• Patient
correspondence
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Patient Engagement:
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• Empower your patients!
– Providers can advocate for
patient registrations
– Continuous talk about portal
• Change your hold music and
add an educational message
introducing the Practice Portal
• Create a task team!
– Run the Practice Portal Report
based on appointment dates
– Speak to patients about the
Portal during waiting time
– Create an incentive program
• Run a Promotions campaign
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Open forum discussion on
Practice Portal
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