User Manual
Table of Contents Introduction Appointments Appointment History Claims History CCDA Report Demographics Health History Lab Reports Online Payment Secure Messages Health Recommendation Patient Education Add Other Accounts How to Add Other Accounts Account Authorization 03 03 04 05 05 07 08 09 10 11 13 14 15 16 17 2
Introduction The Patient Portal (also known as Personal Health Record, or PHR) empowers users to become informed about their healthcare. By accessing the doctor s website and using this feature, users can access their past and current health records in a secure and user-friendly environment. This module also gives users the convenience to record, track and store their important health information. Register today for alert and preventive healthcare. The scheduling feature provides you the highest level of care by shortening your registration and wait time, eliminating exhaustion due to travel, and saving valuable time and money. Health records including assessments, medications, allergies, immunizations and procedures are all recorded and maintained in this module. Users can also access their lab reports, along with physician comments about their test results, from the comfort of their own homes. This module also equips users with the capability to interact with the doctor. 1. Appointments a. Make an Appointment 3
To check the availability of an appointment, go to the Appointment widget and click on the Make an appointment link. Select your provider and location from the list of drop down options. This userfriendly module gives you the flexibility of scheduling the first available time slot, or the date of your choosing (the first available time slot of the particular provider will be visible by default). You can make an appointment on your selected date by choosing a time slot that suits you. A filled-in patient s information detail will appear. Select your appointment reason from the drop-down list and click Save to confirm your appointment. b. Appointment History This module gives users access to view their Appointment History. To get instant access, click View All in the appointment widget. It gives you a complete insight of your appointment status. You can arrange reports in ascending or descending order. It allows you to search your appointments through options such as date, time, provider etc. from the Search textbox. You can also export the reports in pdf or Excel formats. 4
2. Claims History This feature allows you to view your claim submission history. To do so, click on View All in the claim history widget, and see important details such as DOS, charges, payments, primary and secondary insurances. Your claims can also be exported to other formats like PDF or Excel. 3. Consolidated Clinical Document Architecture (CCDA) The Consolidated Clinical Document Architecture (CCDA) is a standard developed to exchange clinical data electronically within practices and providers for better care coordination. Click Export CCDA from the drop-down list of My Account. In this module, a CCDA document can contain clinical content; a typical CCDA document contains Encounters, Problems, Assessment, Allergies, Adverse Reactions, Alerts, Vital Signs, Medications, Immunizations, Functional Status, Plan of Care, Social History, Result, Reason for Visit, Instructions, Procedures, and Reason for Referral. 5
CCDA provides patient records that can be created and read by any electronic medical record (EMR) or Electronic Health Record (EHR). You can also download the CCDA report into pdf and xml formats, as well as print it out. 6
4. Demographics This module gives users access to view their demographic information. Click Demographics from the drop-down list of My Account. You can see a summary of your personal details which include demographics and insurance information. You can also change your patient portal password in this section. 7
5. Health History To see your health history, click View All in the Health History widget. This gives you relevant details of your date of visit, the provider and the location visited. You can also search these charts from the Search textbox. Reports can be arranged in ascending or descending order and can be exported in pdf or Excel formats. Click on any chart to see details based on Vital Signs, Assessments, Medications, Allergies, Procedures and Immunizations. Graphical representations of your health history are available through the Historical Trend link. 8
6. Lab Reports This user-friendly feature allows you to view and download your lab reports. Click on the report name to open that report; you can zoom in or zoom out, see the report full screen, and even print the report by selecting the relevant option. A Comments textbox is provided at the bottom, where the doctor can give important details and feedback about any test result. If you have questions related to any report or test result, the doctor s contact number is listed on the page. 9
7. Online Payment Make online payments via credit card and clear your dues through this payment facility. On this form, enter your billing charges, first name, last name, credit card type, credit card number, card expiry date and billing address, and click the Submit Payment button. A receipt will be displayed providing the transaction detail that you can view or print out. 10
8. Secure Messages This user-friendly platform offers a two-way communication between patient and provider; with this, you can easily reply to any important message that has come from the provider by simply typing your message in the textbox and submitting it. The My Secure Messages tab gives you the ability to download any important file that is provided by your doctor. Search your messages easily through subject and date from the Search textbox. The Archives widget helps you to safely store your important messages. Select any message to move it to the archive widget. You can also compose a new message and send it to the provider, after selecting the provider and the subject. 11
a. Direct Messaging Direct Messaging ensures complete and secure exchange of important clinical healthcare data among providers and between patient and provider to improve the overall quality of care a patient receives. You can communicate directly with your provider to discuss your health-related issues via the Direct Messaging feature available in the Secure Messages widget. Here s what you should do: Click View All to reach the My Secure Messages page; click the Compose New tab; click the Direct Messages button and complete the To and Subject fields. Type in your message. If you need to attach your CCDA Report, check the given box, but if you need to attach a different medical file, choose and attach the appropriate file before clicking the Send Message button. 12
9. Health Recommendation This gives users access to their Health Recommendations. In this module, a Body Mass Index (BMI) Calculator provides BMI for the corresponding weight and height category. Screening Recommendations allows you to take preventive care actions to better manage your health according to your gender. 13
Adult Immunization Recommendations are determined by factors such as age and type of vaccine. It is a convenient guide for the routine use of vaccines in adults. Get a detailed overview of your health by clicking View All in the Health Recommendations widget. 14
10. Patient Education This module is linked with MedlinePlus, where you can read about the symptoms, causes, treatment and prevention of many health conditions and wellness issues. Through the Search textbox, you can search information about medicines including their side-effects, dosage, precautionary measures and much more. You can also search medicines by their generic or brand names. 15
11. Add Other Accounts You can add an account of any of your family members or dependents and manage their health information within your own login account using the Add Other Accounts feature. Additional accounts provide you the same access to patient information and actions as you have with your own patient web portal account. 16
a. How to add other accounts - through one login ee ee ee ee Go to the My Account tab in the top panel of your main dashboard and click on Add Other Accounts from the options in the dropdown. Fill in the required information regarding your family member or dependent. Click on Submit to merge the account of the family member or dependent with your account. Find all of the accounts you have merged within your account in the Users dropdown at the top panel. Select any account from the list that you want to open by clicking on it. 17
12. Account Authorization ee Go to the My Account tab in the top panel of your main dashboard and click on Account Authorization from the options in the dropdown. ee Fill in the required information regarding your family member or dependent. ee Click on Account Authorization to give access to the person being authorized to view your account details 18
An email will be sent to the person so authorized notifying them of this authorization. An added facility is available for you to Block/Unblock the users authorized whenever you feel the need to. 19