Universal Health Record Patient Access v2.2.4 User Guide

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1 Allscripts FollowMyHealth Universal Health Record Patient Access v2.2.4 User Guide Copyright 2015 Allscripts Healthcare, LLC and/or its affiliates. All Rights Reserved.

2 Published Date: July 24, 2015 for release of Allscripts FollowMyHealth For further information about this manual or other Allscripts Healthcare, LLC products, contact Global Product Support Services, as follows: Global Product Support Services Website (Client Support login is required. Contact information varies by product.) Telephone: The Documentation Center of Excellence welcomes your opinion regarding this document. Please your comments and suggestions to Proprietary Notice 2015 Allscripts Healthcare, LLC and/or its affiliates. All Rights Reserved. This document contains confidential and proprietary information protected by trade secret and copyright law. This document, the information in this document, and all rights thereto are the sole and exclusive property of Allscripts Healthcare, LLC and/or its affiliates, are intended for use by customers and employees of Allscripts Healthcare, LLC and/or its affiliates and others authorized in writing by Allscripts Healthcare, LLC and/or its affiliates, and are not to be copied, used, or disclosed to anyone else, in whole or in part, without the express written permission of Allscripts Healthcare, LLC and/or its affiliates. For authorization from Allscripts Healthcare, LLC to copy this information, please call Allscripts Global Product Support Services at 888 GET-HELP or Notice to U.S. Government Users: This is Commercial Computer Software Documentation within the meaning of FAR Part (October 1995), DFARS Part (June 1995) and DFARS (a) (June 1995). All use, modification, reproduction, release, performance, display, and disclosure shall be in strict accordance with the license terms of Allscripts Healthcare, LLC and/or its affiliates. Manufacturer is Allscripts Healthcare, LLC, and/or its affiliates, 222 Merchandise Mart Plaza, Suite #2024, Chicago, IL IMPORTANT NOTICE REGARDING GOVERNMENT USE The software and other materials provided to you by Allscripts Healthcare, LLC include "commercial computer software" and related documentation within the meaning of Federal Acquisition Regulation 2.101, , and and Defense Federal Acquisition Regulation Supplement and (a). These materials are highly proprietary to Allscripts Healthcare, LLC and its vendors. Users, including those that are representatives of the U.S. Government or any other government body, are permitted to use these materials only as expressly authorized in the applicable written agreement between Allscripts Healthcare, LLC and your organization. Neither your organization nor any government body shall receive any ownership, license, or other rights other than those expressly set forth in that agreement, irrespective of (a) whether your organization is an agency, agent, or other instrumentality of the U.S. Government or any other government body, (b) whether your organization is entering into or performing under the agreement in support of a U.S. Government or any other government agreement or utilizing any U.S. Government or any other government funding of any nature, or (c) anything else. Allscripts FollowMyHealth is a trademark of Allscripts Software, LLC and/or its affiliates. All trademarks, service marks, trade names, trade dress, product names, and logos are property of their respective owners. Any rights not expressly granted herein are reserved. The names and associated patient data used in this documentation are fictional and do not represent any real person living or otherwise. Any similarities to actual people are coincidental. Images and option names used in this documentation might differ from how they are displayed in your environment. Certain options and labels vary according to your specific configuration. Images are for illustration purposes only. Fee schedules, relative value units, conversion factors and/or related components are not assigned by the AMA, are not part of CPT, and the AMA is not recommending their use. The AMA does not directly or indirectly practice medicine or dispense medical services. The AMA assumes no liability for data contained or not contained herein. Excel and Microsoft are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Adobe, the Adobe logo, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. iphone and ipad are trademarks of Apple Inc., registered in the U.S. and other countries. Perceptive Content, Lexmark, and the Lexmark logo are trademarks of Lexmark International, Inc., registered in the United States and/or other countries.

3 Table of Contents Chapter 1: Supported browsers...7 Chapter 2: Patient Access user logon...9 Get started as a new user...9 Create a new account through an invitation...9 Create a new FollowMyHealth account without an invitation...10 Connect an existing FollowMyHealth account...20 Create an FMH Secure Login account...23 Log on as existing user...25 Register as an authorized individual...28 Chapter 3: Static toolbar...33 Search FollowMyHealth Patient Access...34 My Account...36 Manage My Connections...36 Add a connection to an organization...39 Manage billing...44 Billing questions...46 Pay your bill...49 Manage account preferences...49 Invite an authorized individual...50 Delete your Universal Health Record account...51 Add an authentication method...51 Set notification preferences...52 Change your cell phone number...54 Change your address...55 Restore deleted information...56 View activity history...56 Set display preferences...57 Get technical support and assistance...58 Chapter 4: The Home tab...61 Health Summary...61 Action Center...62 July 24, 2015 Allscripts FollowMyHealth 3

4 Table of Contents Recent Activity...65 Appointments...66 Request an appointment...66 Directly schedule an appointment...69 View upcoming appointments...72 Reschedule an appointment...74 Cancel an appointment...76 View past and other appointments...78 Billing...79 App Center...79 Install applications...80 Manage a Health Journal entry...81 Manage My Charts data...84 Download your health data with Blue Button...87 Enter a blood sugar reading...88 Know My Health...89 Single sign on...89 Health Sources...91 Access Health Sources from My Account...93 Access Health Sources on the Home tab...94 Access Health Sources from a goal...95 Set up devices...98 Connect to health sources...98 Connect an ihealth health source Connect a Telcare health source Connect a Withings health source Device list Chapter 5: evisits Request an evisit Chapter 6: Inbox Compose messages Create and edit inbox folders Chapter 7: My Health Summary Manage your care team list Export health summary documents Import health summary documents Conditions Add an active condition Allscripts FollowMyHealth July 24, 2015

5 Table of Contents Add a surgical history condition Add a family health condition Add a personal health condition Medications Add a medication Add a pharmacy Request a medication renewal Allergies Add an allergy Immunizations Add an immunization Results Add a result Graph results View results Vital signs Add a vital sign Documents Add a document Chart Goals Goal types Weight management goal Monitor weight goal Monitor blood glucose goal Monitor blood pressure goal Manage your goals View goals and readings Accept a new goal Add a reading Decline a new goal Decline an active goal Access Health Sources from a goal Notifications Add a reminder Delete a reminder from My Reminders Edit a reminder from My Reminders Chapter 8: My Info Demographics Edit general demographics Edit your preferred pharmacy Edit emergency contact Edit responsible party July 24, 2015 Allscripts FollowMyHealth 5

6 Table of Contents Edit insurance information Providers Send a provider profile Index Allscripts FollowMyHealth July 24, 2015

7 Chapter 1 Supported browsers The following browsers are supported by Allscripts FollowMyHealth Patient Access. > Microsoft Internet Explorer 8.0 or later Note: You must use Microsoft Internet Explorer 10.0 or later if you want to view goals from the Goals tab. > Mozilla Firefox 2.0 or later > Google Chrome 4.0 or later > Apple Safari 3.0 or later July 24, 2015 Allscripts FollowMyHealth 7

8 Chapter 1 Supported browsers 8 Allscripts FollowMyHealth July 24, 2015

9 Chapter 2 Patient Access user logon Get started as a new user You can get started as an Allscripts FollowMyHealth user by registering for an account through an invitation sent from your provider, creating an account from the Allscripts FollowMyHealth logon window, or connect an existing Allscripts FollowMyHealth account to another healthcare provider's patient portal. You can also create an FMH Secure Login to access your Allscripts FollowMyHealth account. Create a new account through an invitation The invitation contains an individualized link to the Allscripts FollowMyHealth logon window where you can activate your account, select or create a primary logon method, and access your account for the first time. You register your account by creating a new account or adding a connection to an existing account. From the , click the Register for FollowMyHealth link. Your provider's Allscripts FollowMyHealth logon window opens. July 24, 2015 Allscripts FollowMyHealth 9

10 Chapter 2 Patient Access user logon Note: Organizations can customize the portal logon window. The graphics, colors, and text might look different, but Add This Connection and Create Account are always displayed. > Click Create an Account if you do not have an existing Allscripts FollowMyHealth account. > Click Add This Connection if you already have a Allscripts FollowMyHealth account. Create an Account opens, or the Invite Wizard starts and Connect your account Step 1: Welcome opens. Create a new FollowMyHealth account without an invitation If you did not receive an invitation from your provider, but want to become an Allscripts FollowMyHealth user, you must create an account. 1. From the Allscripts FollowMyHealth logon window, click Create an Account. Create an account opens. 10 Allscripts FollowMyHealth July 24, 2015

11 Get started as a new user 2. Enter the applicable information in the boxes. Notifications Specify an address where you can receive notifications regarding your health record. First Name Specify the first name of the account holder. Last Name Specify the last name of the account holder. July 24, 2015 Allscripts FollowMyHealth 11

12 Chapter 2 Patient Access user logon Date of Birth Specify the account holder's date of birth. Zip Code Specify the ZIP Code of the account holder. Cell Phone Number Specify the cell phone number of the account holder. This is optional. Home Phone Number Specify the home phone number of the account holder. This is optional. Social Security Number Specify the Social Security number of the account holder. This is optional. 3. Read the FollowMyHealth Universal Health Record Terms of Use. The FollowMyHealth Universal Health Record Terms of Use are located immediately following the Create a account window. Scroll down the window to ensure that you read the entire Terms of Use content. You can also view the Allscripts FollowMyHealth privacy policy when you click Privacy Policy. 4. Click I Accept. Select a Login Method opens. 5. Select a method to access Allscripts FollowMyHealth. You have several ways to sign in and use Allscripts FollowMyHealth to manage your health information. 12 Allscripts FollowMyHealth July 24, 2015

13 Get started as a new user It is recommended that you create and use a specific Allscripts FollowMyHealth user name and password. This option is available anytime you see this icon. Alternative sign in options are also available. If you currently use Facebook, Google, Yahoo!, or have a Microsoft account, you can use the user name and password associated with either of these accounts to sign in to Allscripts FollowMyHealth. This is offered as a convenience to eliminate the need to remember new credentials and is only used to sign in to Allscripts FollowMyHealth. Information within Allscripts FollowMyHealth is NEVER shared, posted, or exchanged with these services. 6. Click to create a user name and password. Create Your FMH Secure Login opens. 7. Enter the applicable information in the boxes. Create Your Username Specify your user name. User names must start with a letter and cannot include spaces. It is recommended that you use your address as your user name. Create Your Password Specify a password. The password must have at least 1 letter, 1 number, and 1 special character, with the entire password being no less than 8 characters. July 24, 2015 Allscripts FollowMyHealth 13

14 Chapter 2 Patient Access user logon Confirm Password Re-enter the same password that you entered in Create Your Password. You cannot complete the registration process without successfully confirming the password. Allscripts FollowMyHealth sends notifications and reminders. Enter the valid address where you want to receive these messages. 2-step verification is available to provide additional security. Allscripts FollowMyHealth can or text a verification code to you that must be entered with your user name and password as a part of the authentication process. If enabled, a verification code is sent to the specified. Sign in to Allscripts FollowMyHealth from your laptop or PC and go to My Account > Preferences > Login Preferences > FMH Secure Login Preferences to enable 2-step verification. Confirm Re-enter the same that you entered in . This is to ensure the correct address was entered. 8. Click Continue. Request Connections to Healthcare Organizations opens. 14 Allscripts FollowMyHealth July 24, 2015

15 Get started as a new user If you do not want to request connections, click Skip This Step. If you click Skip This Step, you are prompted to verify that you do not want to search for connections and Home opens. You can search for matches by ZIP Code, provider, or organization. The default search is by ZIP Code. Search is automatically filled based on the ZIP Code that you used on Create an Account. 9. Click Connect adjacent to the organization that you want to connect to. The organization is listed in My Organizations. July 24, 2015 Allscripts FollowMyHealth 15

16 Chapter 2 Patient Access user logon Note: You can add multiple connections. 10. Click Next. Sign Release of Information Authorization opens. You must accept a sign of release for each organization that you want to connect to. 11. Click I Accept. 16 Allscripts FollowMyHealth July 24, 2015

17 Get started as a new user The organization that you want to connect to might require patient identification verification. If the organization requires this verification, Patient Identification Authorization opens. If your new connection does not require this verification, Connection Request Successful opens. 12. Click I Agree to authorize the organization to verify your identification. After you agree to the authorization, the text that is displayed under the date is saved as a document and sent to your health record and displayed in the Documents tab. If you decline the authorization, you must confirm that you want to decline patient identification verification. Patient Identification opens. 13. Enter the applicable information in the boxes. Information that you provided on Create an account is automatically filled on this window. July 24, 2015 Allscripts FollowMyHealth 17

18 Chapter 2 Patient Access user logon First Name Specify the first name of the account holder. Last Name Specify the last name of the account holder. Middle Name Specify the middle name of the account holder. This is optional. Suffix Specify the suffix of the account holder. This is optional. Date of Birth Specify the date of birth of the account holder. Social Security Number Specify the Social Security number of the account holder. This is optional. Specify the address of the account holder. This is optional. Primary Phone Specify the primary phone number of the account holder. This is optional. Select from Home, Cell, Work, or None. If you select Home or Cell, the phone number that you added on Create an account is automatically filled. Street Specify the street number of the account holder. City Specify the city of the account holder. 18 Allscripts FollowMyHealth July 24, 2015

19 Get started as a new user State Specify the state of the account holder. Zip Code Specify the ZIP Code of the account holder. 14. Click OK. Questions opens. You must answer a series of questions. After you answer a question, click Next to open the next question. When you have answered the last question, Finish is available. 15. Click Finish. Connection Request Successful opens. 16. Click OK. Allscripts FollowMyHealth Patient Access opens. The organizations are notified that you want to receive your health information online. Response times to connection requests vary by organization and some organizations might require more information before releasing your information. Until the organizations respond to your connection request, your Allscripts FollowMyHealth account contains only the demographics information that you provided when you created your account. Results of this task You have created a new account and connected to an organization. July 24, 2015 Allscripts FollowMyHealth 19

20 Chapter 2 Patient Access user logon View pending connections at My Account > My Connections. Connect an existing FollowMyHealth account You can connect an existing Allscripts FollowMyHealth account to another healthcare provider's patient portal. Before you begin You must have an invitation from the healthcare provider to join the patient portal. This process registers your account with the healthcare provider patient portal and enables you to log on to the provider's patient portal. 1. From the Allscripts FollowMyHealth logon window, click Add This Connection. The organization's logon window opens. 2. Select an authentication method and log on with your existing Allscripts FollowMyHealth account credentials. The Invite Wizard starts and Connect your account Step 1: Welcome opens. Figure 1: Step 1 20 Allscripts FollowMyHealth July 24, 2015

21 Get started as a new user The progress bar represents the step you are on in the account connection process. 3. Click Next. Connect your account Step 2: Enter Invite Code opens. Figure 2: Step 2 4. Enter the invitation code that you received in the invitation and click Next. Note: The code is usually the last 4 digits of your Social Security number or your birth year. If you do not know your invite code, contact the healthcare organization who invited you. July 24, 2015 Allscripts FollowMyHealth 21

22 Chapter 2 Patient Access user logon Connect your account Step 3: Accept Terms of Service opens. Figure 3: Step 3 5. Click I Accept to accept the terms of service for your healthcare provider. Note: You must accept the Terms of Service. You can also access the Privacy Policy on this step by clicking Privacy Policy. Connect your account Step 4: Release of Information opens. Figure 4: Step 4 6. Click I Accept to release your healthcare record to Allscripts FollowMyHealth. 22 Allscripts FollowMyHealth July 24, 2015

23 Get started as a new user You must accept the Release of Information. The Release of Information permits Allscripts FollowMyHealth to obtain and store your medical information from the organization. If you decline, your medical information is not obtained from the organization. Connect your account Step 5: Upload Health Record opens. Figure 5: Step 5 Results of this task When the upload is complete, your account is connected to Allscripts FollowMyHealth and the Home tab is displayed. Create an FMH Secure Login account You can create your own unique user names and passwords for accessing Allscripts FollowMyHealth by creating a FMH Secure Login account. To use FMH Secure Login to log on to Allscripts FollowMyHealth, you must first create a Allscripts FollowMyHealth secure logon account. FMH Secure Login registration is separate from Allscripts FollowMyHealth registration, but is integrated into the invitation acceptance process for first-time users who want to create a unique authentication account. Note: If you are using another authentication method and want to add FMH Secure Login, click My Account > Preferences > Login Preferences. July 24, 2015 Allscripts FollowMyHealth 23

24 Chapter 2 Patient Access user logon 1. From Allscripts FollowMyHealth logon window, click. Create FMH Secure Login opens. Figure 6: Create Your FMH Secure Login window 2. Enter information in the boxes. Username Specifies a user name. User names must start with a letter and cannot use spaces or other special characters. Specifies a valid address. This address is used for FMH Secure Login correspondence s. You receive 1 during the registration process. If you want to use the 2-step verification method with as the communication method of choice, this is 24 Allscripts FollowMyHealth July 24, 2015

25 Log on as existing user used to send the PIN. To enable 2-step verification, click My Account > Preferences > Login Preferences > FMH Secure Login Preferences. Confirm To prevent lost correspondence to the recipient of FMH Secure Login credentials, you must confirm your address. Password Specifies a password. The password must have at least 1 alpha, 1 numeric, and 1 special character, with the entire password being no less than 8 characters. Confirm Password You cannot complete the registration process without successfully confirming the password. 3. Click Continue. An is sent to the account that you entered in the and Confirm boxes in step 2 of this task. What to do next Set up your logon preferences and log on to Allscripts FollowMyHealth for the first time. Log on as existing user You can log on to Allscripts FollowMyHealth Patient Access as an existing user after you have registered and have a user ID and password. 1. Access the Allscripts FollowMyHealth Patient Access logon window in 1 of 2 ways. > Use your provider's custom Allscripts FollowMyHealth URL located at a subdomain URL. > Use the default Allscripts FollowMyHealth URL at July 24, 2015 Allscripts FollowMyHealth 25

26 Chapter 2 Patient Access user logon Log In opens. Figure 7: Log In window 2. Click Log In. 26 Allscripts FollowMyHealth July 24, 2015

27 Log on as existing user Log In opens with a selection of account logon methods. Figure 8: Log In window with authentication 3. Click your preferred logon authentication method. You set up a primary authentication method when you first activated and registered your account. If you want to use FMH Secure Login, but have already logged on using an alternate logon method, you can create a FMH Secure Login and use that as your primary authentication method. To add another authentication method, including FMH Secure Login, go to My Account > Preferences > Login Preferences. Your authentication method logon window opens. 4. Enter your user name and password and click Log in. July 24, 2015 Allscripts FollowMyHealth 27

28 Chapter 2 Patient Access user logon Allscripts FollowMyHealth Patient Access opens. Figure 9: Patient Access Register as an authorized individual If a patient requires a proxy, an invitation is sent to the authorized individual and he or she must create an account or log on with his or her existing Allscripts FollowMyHealth credentials. 1. Click the Allscripts FollowMyHealth invitation link in the invite received from the organization. 28 Allscripts FollowMyHealth July 24, 2015

29 Register as an authorized individual Log In opens. Figure 10: Log In window The progress bar represents the step you are on in the account connection process. 2. If you have an existing Allscripts FollowMyHealth account, log on with your credentials. If you do not have an account, click Create an Account, create the account, and then log on. July 24, 2015 Allscripts FollowMyHealth 29

30 Chapter 2 Patient Access user logon The Invite Wizard starts and Register as Proxy opens after you log on to Allscripts FollowMyHealth Patient Access. Figure 11: Step 1 3. Click Next. Register as a proxy Step 2: Enter Invite Code opens. Figure 12: Step 2 4. Enter the invite code that you received when you requested authorized individual access and click Next. If you do not know your invite code, contact the healthcare organization who invited you. 30 Allscripts FollowMyHealth July 24, 2015

31 Register as an authorized individual Register as a proxy Step 3: Release of Information opens. Figure 13: Step 3 5. Click I Accept to release the healthcare record to the healthcare provider. Note: This step is only presented to the first authorized individual user for a patient. All subsequent authorized individual users are not presented with this step. Register as a proxy Step 4: Authorized Individual Acceptance opens. Figure 14: Step 3 6. Click I Accept to authorize individual acceptance. You must accept Authorized Individual Acceptance for the patient you are a authorized individual for. This acceptance details what access is authorized for the authorized individual. July 24, 2015 Allscripts FollowMyHealth 31

32 Chapter 2 Patient Access user logon Register as a proxy Step 5: Authorized Individual Authorization opens. Figure 15: Step 5 7. Click I Accept to authorize individual authorization. You must accept Authorized Individual Authorization for the patient that you are an authorized individual for. This acceptance details what access is authorized for the authorized individual. You are only prompted to perform this step if the patient is not able to create his or her own Allscripts FollowMyHealth account. Connect your account Step 6: Upload Health Record opens and the healthcare record is uploaded. When the upload is complete, the Home tab is displayed. 32 Allscripts FollowMyHealth July 24, 2015

33 Chapter 3 Static toolbar The static toolbar is available from all Allscripts FollowMyHealth Patient Access windows and tabs. Figure 16: Static toolbar You can compose messages, request appointments, view the logged-in user or authorized individual, access My Account, change the portal language, and search from the static toolbar. Message Compose a secure Allscripts FollowMyHealth message to any connected provider who has enabled messaging. This label is not displayed if you are not connected to a provider who has enabled messaging. Request Appt Request or directly schedule an appointment with any provider who has enabled online appointment requests. This label is not displayed if you are not connected to a provider who has enabled online appointments. Hello Displays who is logged on to Allscripts FollowMyHealth Patient Access. You can use list to access authorized individual accounts assigned to you. My Account Configure connections to providers, billing, and preferences; log off from the application; and find Support and Help information. Español Click Español to change the user interface to Spanish language. July 24, 2015 Allscripts FollowMyHealth 33

34 Chapter 3 Static toolbar Search Click the Search icon to search all tabs in Allscripts FollowMyHealth Patient Access. Search FollowMyHealth Patient Access You can search all tabs and windows in Allscripts FollowMyHealth Patient Access using the search icon located in the static toolbar. Search features a quick list option or you can open the Search window for results. 1. From the static toolbar, click. A quick list is returned for results or you can click See more results. Figure 17: See more results or quick list 2. Click See more results. 34 Allscripts FollowMyHealth July 24, 2015

35 Search FollowMyHealth Patient Access Search opens. Figure 18: Search window The search results are organized in a tabs. 3. From Description, click the result description to open details about the item. If the item is a clinical item, an edit dialog opens where you can edit the item. July 24, 2015 Allscripts FollowMyHealth 35

36 Chapter 3 Static toolbar My Account You can manage account connections, billing, and preferences from My Account on the static toolbar. You can also access support and help, and log off from Allscripts FollowMyHealth from My Account. Figure 19: My Account menu Manage My Connections You can manage connections to organizations and clinic settings associated with the organization. 1. Click My Account > My Connections. 36 Allscripts FollowMyHealth July 24, 2015

37 My Account My Connections opens. Figure 20: Connections window 2. Click the With Healthcare Organizations tab. A list of connections and pending connections are displayed in the tab. 3. To edit the clinic settings for each connection, click the organization name. Edit Organization Settings opens. Turn on and off clinic settings that you want to include in your connection by clicking. July 24, 2015 Allscripts FollowMyHealth 37

38 Chapter 3 Static toolbar 4. Click Visualize Connections to view the details about each connection. An interactive graph of the connection is displayed on the Visualize Connections tab. Click the connections and settings to open Connection Details. You can turn on and off settings by clicking. The setting is turned off when the line that is connecting Clinic Settings and the setting is red. Your healthcare organizations, as known by Allscripts FollowMyHealth, are displayed on the Visualize Connections tab. You are represented by your picture in the center of the graph. The healthcare organizations that you are connected to, proxy representation, and clinical settings starburst from your photo. Click an organization, proxy, or setting represented on the graph and the details open in Connection Details. Click Re-Center Graph to go back to the center of the graph. 5. To remove a connection, click the organization on the interactive graph. The organization details is displayed in Connection Details. 38 Allscripts FollowMyHealth July 24, 2015

39 My Account 6. Click the icon to remove the organization connection. A confirmation message is displayed 7. Click Yes to delete the connection. Add a connection to an organization You can add a connection to an organization from My Account > My Connections. 1. Click My Account > My Connections. My Connections opens. A list of connections and pending connections are displayed. 2. Click Add Connection. Organization Search opens. July 24, 2015 Allscripts FollowMyHealth 39

40 Chapter 3 Static toolbar 3. For Search, enter your ZIP Code, organization, or provider. Search results are displayed in Organization Search. 4. To narrow the search results, for Distance in Miles, enter the number of miles from the ZIP Code that you want to search, or select the type of organization from Organization Type. 5. Select an organization from the search results. 6. Click Connect. Release of Information Authorization opens. 7. Click Accept. The organization that you want to connect to might require patient identification verification. If the organization requires this verification, Patient Identification Authorization opens. If your new connection does not require this verification, Connection Request Successful opens. 40 Allscripts FollowMyHealth July 24, 2015

41 My Account 8. Click I Agree to authorize the organization to verify your identification. After you agree to the authorization, the text that is displayed under the date is saved as a document and sent to your health record and displayed in the Documents tab. If you decline the authorization, you must confirm that you want to decline patient identification verification. Demographics opens. 9. Enter the applicable information in the boxes. Information from My Info in your health record is automatically filled on this window. July 24, 2015 Allscripts FollowMyHealth 41

42 Chapter 3 Static toolbar First Name Specify the first name of the account holder. Middle Name Specify the middle name of the account holder. This is optional. Last Name Specify the last name of the account holder. Suffix Specify the suffix of the account holder. This is optional. Date of Birth Specify the date of birth of the account holder. Social Security Number Specify the Social Security number of the account holder. This is optional. Specify the address of the account holder. This is optional. Primary Phone Specify the primary phone number of the account holder. This is optional. Select from Home, Cell, Work, or None. If you select Home or Cell, the phone number that is listed on My Info is automatically filled. Street Specify the street number of the account holder. City Specify the city of the account holder. 42 Allscripts FollowMyHealth July 24, 2015

43 My Account State Specify the state of the account holder. Zip Code Specify the ZIP Code of the account holder. 10. Click OK. Questions opens. You must answer a series of questions. After you answer a question, click Next to open the next question. When you have answered the last question, Finish is available. 11. Click Finish. Connection Request Successful opens. 12. Click OK. Results of this task The organizations are notified that you want to receive your health information online. Response times to connection requests vary by organization and some organizations might require more information before releasing your information. Until the organizations respond to your connection request, your Allscripts FollowMyHealth account contains only the demographics information that you provided when you created your account. July 24, 2015 Allscripts FollowMyHealth 43

44 Chapter 3 Static toolbar Manage billing You can manage billing for multiple providers, including paying invoices, viewing pending insurance submissions, and viewing paid invoices. There are 3 sections in Billing. > Patient Responsibility Displays the invoices that you owe the organization. The list format includes date of service, invoice number, provider, procedures, charges, and amount due. > Pending with Insurance Displays the invoices that have been submitted to insurance. > Paid Invoices Displays invoices that have been paid in full. 1. Click My Account > Billing. Note: If you are connected to a provider that does not support billing, a message is displayed, Billing is not currently supported by any of your connected organizations, and the window is blank. 44 Allscripts FollowMyHealth July 24, 2015

45 My Account Billing opens. Figure 21: Billing window 2. If you are connected to more than 1 organization, select an organization from Organization. 3. To pay an invoice in Patient Responsibility, you can either select Pay All Invoices to pay all of the outstanding invoices listed or select a single invoice from the list. The invoice amount is displayed in the Pay Now box. You can also enter a partial payment amount for an invoice in the Pay Now box. 4. Click Pay Now. The organization's web page opens. Enter the required information and click Process Transaction. A confirmation receipt window opens if the transaction is successful and an is sent to your Allscripts FollowMyHealth Patient Access inbox. 5. To view the invoices that are pending insurance processing, click the Pending With Insurance section. Pending With Insurance opens. Invoices listed in Pending With Insurance have been sent to your insurance company for payment. These invoices are not your responsibility for payment at this time. 6. To view a history of paid invoices, click the Paid Invoices section. Paid Invoices opens with a list of invoices that have a zero balance. July 24, 2015 Allscripts FollowMyHealth 45

46 Chapter 3 Static toolbar Billing questions If your provider supports billing questions, Ask a Billing Question is available from Billing. Billing questions can also be sent when a patient composes an from Inbox. A check box is displayed on Compose that indicates the message is a billing question Ask a billing question from Billing 1. From the Home tab, click My Account > Billing. Billing opens. 2. Click Ask A Billing Question. Billing Question opens. 46 Allscripts FollowMyHealth July 24, 2015

47 My Account 3. From To, select a provider to send the question to. 4. For Subject, enter the purpose for your For Body, enter the billing question. 6. Click Send. A confirmation window is displayed indicating that your is sent. Ask a billing question from Compose 1. From the Home tab, click Inbox > Compose. Compose opens. July 24, 2015 Allscripts FollowMyHealth 47

48 Chapter 3 Static toolbar 2. From To, select a provider to send the question to. 3. For Subject, enter the purpose for your For Body, enter the billing question. 5. For Is this a Billing Question select Yes. 6. Click Send. A confirmation window is displayed indicating that your is sent. 48 Allscripts FollowMyHealth July 24, 2015

49 My Account Pay your bill If your provider supports billing payments, Pay My Bill is available from Billing. You can also click Pay from the Billing section on the Home tab to access Billing. Figure 22: Pay your bill from Billing on the Home tab Figure 23: Pay your bill from My Account > Billing Manage account preferences Preferences control several processes in the patient portal such as authorized individual, logon methods, account notifications, news alerts, and restoring deleted items. There are 6 sections in Preferences. > Account Preferences Manage your health record accounts, proxy accounts, and delete accounts. > Login Preferences Manage your logon methods, such as FMH Secure Login. > Notification Preferences Manage how you want to be notified about new information to your heath record. July 24, 2015 Allscripts FollowMyHealth 49

50 Chapter 3 Static toolbar > Restore Deleted Items View and restore items that you have deleted from your health record account. > Activity History Log View the recent activity for your health record account. The log includes these actions: view, downloaded, and transmitted, accessed, printed, ed, and faxed. > Display Preferences Manage the visual display settings in your Allscripts FollowMyHealth account. 1. Click My Account > Preferences. Preferences opens. 2. Select the preference section that you want to work with. Invite an authorized individual You can invite another person to access your Allscripts FollowMyHealth account by using the Invite a Proxy process from Allscripts FollowMyHealth Patient Access. If you want to be an authorized individual for another patient, he or she must invite you from his or her own Allscripts FollowMyHealth account, or the healthcare organization must send you an authorized individual invitation on behalf of that patient. To request authorized individual access to a minor, contact your child's healthcare organization. 1. From Preferences, click Account Preferences. Account Preferences opens. 2. Click Invite a Proxy. Invite a Proxy opens. 3. Complete the information in Invite Proxy. 50 Allscripts FollowMyHealth July 24, 2015

51 My Account If you want the authorized individual to have full access to your account, that is, access your Allscripts FollowMyHealth account, view your information, enter new data, delete data, or send secure messages to your providers on your behalf, click Full Access Proxy. If you want the authorized individual to be able to only view your account, click Read Only Proxy. Important: The security code is required for your authorized individual to accept the invitation. Make sure to remember the security code so that you can provide it for the person you are inviting. 4. Click OK. Invitation Confirmation opens where you can confirm that you want to send an authorized individual invitation. 5. Click OK to send the authorized individual invitation. Delete your Universal Health Record account Important: This action permanently deletes your Allscripts FollowMyHealth account and you no longer have access to your online healthcare record or providers. You cannot recover the deleted data. 1. From Preferences, click Account Preferences. Account Preferences opens. 2. Click Delete your UHR. A warning message window opens to confirm that you want to delete your account. 3. Click OK to permanently delete your Allscripts FollowMyHealth account. Add an authentication method You must select an authentication method to log on to Allscripts FollowMyHealth. Authentication methods include FMH Secure Login, Facebook, Google, Yahoo!, Microsoft Windows Live ID, or Cerner Health. You can add or disconnect logon methods using Login Preferences. You must have 1 active logon method at all times; you cannot disconnect a logon method if it is your only enabled method. 1. From Preferences, click Login Preferences. July 24, 2015 Allscripts FollowMyHealth 51

52 Chapter 3 Static toolbar Login Preferences opens. Figure 24: Login Preferences window 2. Click Connect next to the authentication method that you want to add. The logon window opens for the authentication method. 3. Enter your user name and password for the authentication method. Disconnect changes to Connect next to the authentication method in Login Preferences. Results of this task You have added an authentication method. The next time you log on to Allscripts FollowMyHealth, click the authentication method icon that you want to log on with. Set notification preferences There are several ways for you to be alerted by Allscripts FollowMyHealth when a provider or organization has a notification for you. Notifications include My Reminders, Goal Alerts, Appointment Reminders, Appointment Updates, Organization Bulletins, and Notice Communication from Provider. You can also change a cell phone number and address from the Notification Preferences tab in Preferences. 1. From Preferences, click Notification Preferences. The Notification Preferences tab is displayed. 52 Allscripts FollowMyHealth July 24, 2015

53 My Account 2. Go through each notification type section and select or Text Message to configure how you want to receive notifications. The notification defaults to the address used for the patient's invitation and all notification preferences default to . Appointment Reminders Specifies how the organization that you are connected to can send appointment reminders. You can receive an in your external account or a text message notifying you when an appointment reminder has been added to your Allscripts FollowMyHealth inbox. Appointment Updates Specifies how the organization that you are connected to might send appointment updates. You can receive an in your external account or a text message notifying you when an appointment update has been added to your Allscripts FollowMyHealth inbox. Updates to Health Record Specifies how the organization that you are connected to can send health record updates when a new item is added to the My Health section in Allscripts FollowMyHealth. You can receive an in your external account or a text message notifying you when health record updates are added to My Health. July 24, 2015 Allscripts FollowMyHealth 53

54 Chapter 3 Static toolbar Notice of Communication from Provider Specifies how you can receive an in your external account or a text message notifying you when a secure message is added to your Allscripts FollowMyHealth inbox from your provider. Organization Bulletins Specifies how the organization you are connected to can send general news bulletins, for example, sharing holiday hours or notifying you of a flu shot clinic. You can receive an in your external account or a text message notifying you when a bulletin has been added to your Allscripts FollowMyHealth inbox. My Reminders Specifies how you will receive reminders. My Reminders are automatically created for new goals and can be configured for anything that you want to use them for. Goal Alerts Specifies how the organization that you are connected to can send goal alerts: through or text message. You automatically receive goal alerts in Action Center if your reading violates 1 or more rules set by your provider. If you select to receive notifications through text message, Release of Information Disclaimer opens. If you agree to receive personal information through a text message, click Yes. If you do not want to receive personal information through a text message, click No. Change your cell phone number Allscripts FollowMyHealth sends you notifications through an external address or cell phone. The cell phone number that you added when you registered for an Allscripts FollowMyHealth account is displayed in the Notification Preferences tab, Demographics, and Goals when you accept a goal. You can change a cell phone number from either of these locations. 1. From Preferences, click Notification Preferences. The Notification Preferences tab is displayed. 2. Click Change. Cell Phone Number opens. 3. For Cell Phone, enter the cell phone number that you want to use for notifications. 4. From Cell Phone Carrier, select the cell phone carrier that you use for cell phone service. 5. Click Verify Cell Phone. 54 Allscripts FollowMyHealth July 24, 2015

55 My Account Allscripts FollowMyHealth sends you a validation code text message to your cell phone. 6. For Validation Code, enter the validation code that you received through text message. 7. Click Verify Cell Phone. The cell phone number is displayed for Cell Phone. Results of this task You added your cell phone number to My Account > Preferences > Notification Preferences. You also updated the cell phone number at My Info > Demographics and on Goals. Change your address Notifications are sent to you through an external address or cell phone. The address that you added when you registered for an Allscripts FollowMyHealth account is displayed in the Notification Preferences tab, Demographics, and Goals when you accept a goal. You can change your address from any of these locations. 1. From Preferences, click Notification Preferences. The Notification Preferences tab is displayed. 2. Click Change next to your current address. address opens. 3. For Address, enter the new address. 4. For Confirm Address, enter the address again. 5. Click Verify . A verification is sent to the address that you entered. Note: If you did not receive the , check your junk mail folder, ensure the was entered correctly, and ensure that it is a valid address. If you entered the address incorrectly, repeat steps Log on to your account and open the verification from Allscripts FollowMyHealth. 7. Click Click here to verify your address with FollowMyHealth. Allscripts FollowMyHealth Patient Access Log in opens. 8. Log on to Allscripts FollowMyHealth Patient Access. Allscripts FollowMyHealth Patient Access opens and a window is displayed that confirms your address is verified. 9. Click OK. July 24, 2015 Allscripts FollowMyHealth 55

56 Chapter 3 Static toolbar Results of this task Your address in My Account > Preferences > Notification Preferences is changed. Your address is also updated at My Info > Demographics and on Goals. Restore deleted information If you delete information or providers from your Allscripts FollowMyHealth account, you can recover the deleted items from Restore Deleted Items in Preferences. 1. From Preferences, click Restore Deleted Items. Restore Deleted Items opens. Figure 25: Restore Deleted Items 2. Click Restore to add deleted items back to your Allscripts FollowMyHealth account. The previously deleted item is removed from the list and can be found in the corresponding type window in My Health. For example, the result ANA SCREEN 2.3 5/22/2012 is listed in My Health > Results. Results of this task The deleted item is restored. View activity history Activity History Log in Preferences lists all of the activity in your Allscripts FollowMyHealth account. From Preferences, click Activity History Log. 56 Allscripts FollowMyHealth July 24, 2015

57 My Account Activity History Log opens. Figure 26: Activity History Log Set display preferences You can change the way the Allscripts FollowMyHealth user interface is displayed, make alternative text available for images, and enable disclaimers on messages. 1. From Preferences, click Display Preferences. Display Preferences opens. 2. Select the preferences that you want to change. Accessibility Preferences Select Display images of text to control how the low, medium, and high graphic displays on Results in My Health. Select Display high-contrast theme to change the color of the user interface to a high contrast resolution for the visually impaired. Unit Of Measure Preferences Select the type of unit of measure that you want your vital signs to display in: English or Metric. Note: Head circumference measurements always display in metric regardless of the Unit Of Measure Preference setting. July 24, 2015 Allscripts FollowMyHealth 57

58 Chapter 3 Static toolbar Other Preferences Select Display message disclaimer to open a disclaimer with each message that you compose. If this preference is selected, Emergency Message Disclaimer opens each time you compose an message. 3. Close Preferences. Get technical support and assistance Allscripts FollowMyHealth provides several ways to get technical assistance if you have issues working with the application or want to learn more. 1. Click My Account > Support. Knowledge Base This library provides articles about getting started with the product, frequently asked questions, security, problems and issues, using the product with mobile devices, and miscellaneous resources. Product Feedback and Suggestions This web page provides a forum where you can submit questions, feedback, and suggestions, and get replies from a technical support representative. FollowMyHealth Video Walkthrough This video tutorial provides a demonstration of the product. The video opens in English or Spanish, depending on the mode set on the Allscripts FollowMyHealth Patient Access static toolbar. If you switch to Español mode during the invitation acceptance process, the video automatically opens in Spanish. The video is also directly available on YouTube video community at Note: The features available to you are determined by your connected healthcare organizations. The video tutorial might cover options that are not currently available to you. User Manual The Allscripts FollowMyHealth Universal Health Record Patient Access User Guide is accessible from this link. 58 Allscripts FollowMyHealth July 24, 2015

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