Patient Portal User Guide

Patient Portal User Guide User Guide for Patients July 31, 2014

Contents Patient Portal User Guide... 1 Patient Portal User Guide for Patients... 3 Patient Portal website... 3 How to send Forgot Username and Password Request... 5 Patient Portal Homepage... 8 Patient Forms... 46

Patient Portal User Guide for Patients This document gives patients a complete description and functions on the use of the Patient Portal website. The Patient Portal helps patients communicate with their providers, access their health records, and fill out their forms online. Patient Portal website The patient gets an Email Verification link, User ID, and system-generated Password through email to start using the Patient Portal website. To sign in to Patient Portal website, do the following: 1. Click the Email Verification link sent to your email so the system can verify your email address with the Patient Portal module of IMS. Figure 1.1 Click the Email Verification link so the system can verify your email address with the Patient Portal module of IMS.

2. When the system opens, enter your user name and password and click Login. Figure 1.2 When the system opens, enter patient s username and password and click Login. Note: For patients who sign in for the first time, the system will redirect them to change their password and enter a new password before they can proceed to the Patient Portal website. 3. Once you successfully sign in, the Patient Portal website opens. Figure 1.3 The Patient Portal website 4 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

How to send Forgot Username and Password request Retrieve a forgotten user name. If you cannot recall your user name, you can retrieve it using the Forgot Username and Password functionality in the Patient Portal website. To send a Forgot Username request, do the following: 1. Click Forgot username below Login. Figure 1.4 Click Forgot username below Login button. 2. When the Forgot Username screen opens, enter the required information in the entry boxes, and then click Submit. 5 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.5 Enter the required information in the entry boxes and then click Submit button. 3. When the message Your request for Username is in process, You will receive email soon. appears, click Login. Figure 1.6 Click Login when the message Your request for Username is in process, You will receive email soon. is prompted. 4. Wait for the the clinic to approve the Forgot Username request and send you an email with the user name. Retrieve a forgotten password. If you cannot recall your password, you can retrieve it using the Forgot Username and Password functionality in the Patient Portal website. To send a Forgot Password request, do the following: 1. Click Forgot password below Login. 6 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.7 Click Forgot password below the Login button. 2. When the Forgot Password screen opens, enter your user name in Username, and then click Submit. Figure 1.8 When the Forgot Password screen opens, enter Username and then click Submit. 3. When the message Your request for password is in process, You will receive email soon. appears, click Login. 7 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.9 Click Login when a message Your request for password is in process, You will receive email soon. is prompted. 4. Wait for the clinic to approve the Forgot Password request and send you an email of the password. Patient Portal Homepage After you sign in to Patient Portal website, the Patient Portal Dashboard appears. You can view the summary of notes, lab orders and results, prescriptions, documents, and details of future appointments. Dashboard. In the Dashboard, you will see the four most recent entries from IMS (e.g. four most recent messages under My Message the clinic has uploaded) in the center pane. 8 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.10 The Patient Portal Dashboard The upper pane of the Dashboard has the following sections: Home. This is where you can find the start page of the Dashboard after signing in to the Patient Portal screen. Forms to Fill. In this section, you can find the forms to you need to fill out. About Us. In this section, you can see the relevant information about the clinic. 9 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1. 11 The About Us page Contact Us. In this section, you can see the contact information of the clinic. 10 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.12 The Contact Us page Help. Providers or clinics can give you more information about their practice if ever there are questions or clarifications. Logout. You can securely sign out your account. Manage your health records. Using the Blue Button functionality in the left pane of the Patient Portal, you can view, download, or transmit your health records. To view, download, or transmit your health record, do the following: 1. Click Blue Button to open the Health Record screen or click Health Record in the left pane where a list of modules is found. 11 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.13 Click Health Record in the left pane where a list of modules is found. 2. When the My Health Record screen opens, click the View your health record tab to view your health record in a new tab. Figure 1.14 The Health Record screen 3. Click the Download your health record (Human Readable Format) tab to download your health record in your preferred format. 12 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

4. Click the Download your health record tab to download the health record in a format you can use to transfer to other providers. 5. Click the Last Updated tab to view the date and time of your last health record update. 6. Enter provider s address in the Direct Address of the Provider entry box, and then click Transmit My Health Record. Note: Type the first three characters to enable the searching of existing email addresses of the concerned providers. 7. Click the last transmitted address and status shown at the bottom of the screen. This opens the Add New Contact screen where you can add your address as a new contact. 8. Enter the necessary information in the Add New Contact screen. Figure 1.15 Enter the necessary information in the Add New Contact screen. 13 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

My Message. The My Message section is the communication bridge between the patient and the clinical staff. The patient can view notes or messages with brief descriptions and can send or receive messages to or from the clinic. The My Message tab in the center pane of the Dashboard shows the recent entries from IMS. Figure 1.16 The My Message tab New Message. Read new message from the provider or clinic. View. View a specific note with detailed description. Compose Message provider.. Compose and send a message to the clinic or the Show All. Click the Show All link to show all message links. To manage your messages 1. Click My Message in the left pane of the Dashboard to open the My Message screen. 14 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1. 17 Click My Message in the left pane of the Dashboard to open the My Message screen. 2. When the My Message screen opens, use the following tabs to manage your messages: Sent, Received, and Send New Message. Figure 1.18 The My Message screen Sent. View messages that have been sent to the provider or clinic. 15 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Received. View the messages that have been received from the clinic or from the provider. By default, My Message opens with Received messages. Send New Message new message.. Click Send New Message to compose a o Enter texts in the message box of the Compose a Message screen and then click Send. Figure 1.19 Enter texts in the message box of the Compose a Message screen and then click Send. o When the message Your message has been sent successfully. We will call you back, if required. prompts, click Ok. Unread Message Read Message. Click Unread Message to open not yet read messages.. Click Read Message to open message that is already read. Filter Criteria. Search for specific messages using the following criteria: o Keyword. Enter a keyword to filter messages that contain the specified word. 16 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

o From and To. Filter the messages basing on the specified date range. My Documents. The patient views Document(s) with brief description under the My Document section in the Dashboard. The My Document tab in the center pane of the Dashboard shows the recent entries from IMS. Figure 1.20 The My Document tab View. Click the View symbol to view a specific document. Download. Click the Download symbol to download a specific document. Note: The documents written in bold are identified as unread documents. Show All. Click the Show All link symbol to view all document links. To manage your documents 1. Click My Document in the left pane of the Dashboard to open the My Document(s) screen. 17 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.21 Click My Document in the left pane of the Dashboard to open the My Document(s) screen. 2. The My Document(s) screen opens with all the attached documents. Figure 1.22 The My Document(s) screen View Read. Click View Read symbol to view read document. 18 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

View Unread. Click View Unread symbol to unread document. Download Read and Unread. Click Download Read and Unread symbol to download the unread documents. Download documents.. Click Download button to download specific Select the check boxes to transmit patient s documents to the provider. Enter the provider s address in the Direct Address of the Provider entry box and then click Transmit My Documents button. Figure 1.23 Select the check boxes to transmit a specific document, enter the provider s address, and then click the Transmit My Documents button. My Lab. The patient can view lab orders and results with brief description under the My Lab screen of Dashboard. The My Lab tab in the center pane of the Dashboard shows the recent entries from IMS. 19 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.24 The My Lab screen Order Result. This allows you to view specific lab order of the patient.. This allows you to view the result of specific lab order of the patient. Show All. Click Show All link under My Lab pane to view all lab orders. The My Lab(s) screen opens with Lab Order Status(s). To manage your lab orders and results 1. Click My Lab on the left pane of the Patient Portal website to open all lab orders and results. 20 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.25 Click the My Lab link on the left pane of the Patient Portal website. 2. When the My Lab screen with lab order status(es) opens, use the Order and Result symbols to view lab order(s) or result(s) respectively Figure 1.26 The My Lab screen with lab order status(s) 3. Enter the necessary information in the filter bar in the top pane of the My Lab screen to search criteria of Lab Records. 21 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

My Care Plan. A care plan contains the preventions and other necessary steps generally issued by the doctor for a patient to follow. It also contains the detailed description of an ailment and the basic treatment depending on the patient. To open the My Care Plan screen, do the following: 1. Click My Care Plan in the left pane of the Patient Portal website. Figure 1.27 Click the My Care Plan link in the left pane of the Patient Portal website. 2. Open the attached care plan(s) in the My Care Plan screen. 22 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.28 The My Care Plan screen View. Click the View symbol to view a specific care plan with detailed description in the My Care Plan Detail screen. Figure 1.29 The My Care Plan Detail screen. Note: If you want to print the care plan, press Ctrl+P. You can search for a specific care plans using the From and To date entry boxes. After entering the dates, click Search. 23 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

My Vital Sign. You can view your recorded vital signs in the Patient Portal website. To open the My Vital Sign screen, do the following: 1. Click My Vital Sign in the left pane of the Patient Portal website. Figure 1.30 Click My Vital Sign lin the left pane of the Patient Portal website. 2. Search vital signs for specific buttons provided in the My Vital Sign(s) screen. 24 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.31 Search vital signs for specific buttons provided in the My Vital Sign(s) screen. My Billing Statement. You can view the billing statements uploaded from IMS through the My Billing Statement screen of the Patient Portal website. To open My Billing Statement screen, do the following: 1. Click My Billing Statement link on the left pane of the Patient Portal website. Figure 1.32 Click My Billing Statement on the left pane of the Patient Portal website. 2. The My Billing Statement(s) screen opens with all the attached billing statements. 25 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.33 The My Billing Statement(s) screen 3. Click View to view patient s specific billing statement. 4. Click Download to view patient s specific statement to download. 5. Click Last Statement to view patient s last statement. Note: You can also search specific billing statements using the From and To date entry boxes. After entering the dates, click Search. 6. You can also pay your bill online via Patient Portal website. The remaining copay amount can be seen on the upper-right corner of the Patient Portal home screen or below Patient Balance in the My Billing Statement screen. Figure 1.34 You can also pay your bill online via Patient Portal website. 7. To pay the bill, click either the amount or Pay Now. This will redirect you to the Payment screen. 26 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.35 Click the amount or the Pay Now link to redirect you to the Payment screen. 8. Fill out the credit card information, and then click Pay Now. When the message indicating the success of the transaction appears, click Ok. Figure 1.36 Click Ok when a message indicating the success of the payment transaction appears. 9. Click View Payment History from the My Billing Statement screen to view patient s payment history. My Appointment. Patient can view future appointments for specific dates, time, procedures, and Appointment Status under the My Future Appointment pane in the Dashboard. The My Future Appointment tab in the center pane of the Dashboard shows the recent entries from IMS. 27 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

To manage your appointments 1. Click the Show All symbol to open all future appointments. Figure 1.37 Click Show All symbol. 2. Click My Appointment in the left pane of the Patient Portal website. 28 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.38 Click the My Appointment link in the left pane of the Patient Portal website. 3. The My Appointment(s) screen opens with your past and future appointments details. Figure 1.39 The My Appointment(s) screen with the patient s past and future appointment(s) details Flags. Flags before the provider s name indicates the status of the appointment. o Unconfirmed. The appointment was not confirmed. o Cancelled By Provider provider.. The appointment was cancelled by the o Cancelled By Me. The appointment was cancelled by the patient. o Cancel request Pending. The patient requests to cancel the appointment and still waiting for confirmation. o Missed o Room. The patient missed the appointment.. The appointment room used by the patient and provider. 29 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

4. You cannot cancel any appointment from the Patient Portal website. If you click Cancel Appointment, a message asking you to call the clinic appears. Figure 1.40 Call the clinic to cancel any appointment. Note: You can also request an appointment by clicking Request an Appointment. 5. Enter necessary details for an appointment and then click Request an Appointment. 30 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.41 Enter the necessary details for an appointment and then click Request an Appointment. 6. In the Appointment Request form, click the drop-down arrow in the Office entry box to select an office. 7. Select a doctor in the Provider drop-down list. Note: By default, Appointment Request Form automatically displays the patient s phone number and amail address. 8. Enter the reason for the appointment in the Reason entry box. 9. Select preferred date in the Preferable Date pane. Once you enter the preferable date, the Check Availability link appears. 31 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.41 Select preferred date in the Preferable Date pane. Note: The patient can mention three different preferable dates and time slots. 10. Click Request an Appointment. 11. When the system prompts the message shown below, click Ok. Figure 1.42. When the system prompts a message, click Ok 12. When the Appointment Request form from the Patient Portal website is sent, two buttons are enabled in the My Appointment(s) screen. 32 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.43 The My Appointment(s) screen You have already requested an Appointment. This allows you to update your requested appointment. Cancel requested Appointment cancel the patient s requested appointment.. This allows you to My Prescription. You can view the prescription details in the My Prescription screen in the Dashboard window. 1. Select the My Prescription tab in the center pane of the Dashboard to show the recent entries from IMS. 2. Click Drug Education to get the drug education for a specific drug. 33 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.44 The My Prescription screen 3. The Drug Education screen opens and displays the following information: NDC Patient and drug education Side effects of the drug for different diseases Figure 1.45 The Drug Education screen You can access additional functions using the following icons or buttons: Indication/Contra Indication. Click Indication/Contra Indication in the top right of the Drug Education pane to view indication/contra indication of drug. Back to Home. Click Back to Home to return to Dashboard. 34 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Show All. Click Show All to open with prescribed drugs where the patient can also send Prescription Refill Request form from the Patient Portal website. 4. Click My Prescription in the left pane of the Patient Portal website. Figure 1.46 Click the My Prescription link in the left pane of the Patient Portal website. 5. The My Prescription(s) screen opens to send refill request form. 35 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.47 The My Prescription(s) screen to send prescription refill request form. 6. Enter the refill for the prescribed drug in the Refill column. 7. Select the Send Request checkbox in the S column. 8. Click Send Request. 9. When the message Request for Refill has been sent successfully. appears, click Ok. Figure 1.48 When the message Request for Refill has been sent successfully. appears, click Ok. Click Cancel Request to cancel specific refill requests. When the message Are you sure you want to cancel Refill Request? is prompted by the system, click Ok. 36 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.49 When the message Are you sure you want to cancel Refill Request? is prompted by the system, click Ok. When the message, Your request to Refill has been deleted successfully. Appears, click Ok. Figure 1.50 Click Ok when the system prompts a message, Your request to Refill has been deleted successfully. My Profile. You can view your demographic information in the My Profile link. You can also edit your information from the Patient Portal website. To open the My Profile screen, do the following: 1. Click My Profile in the left pane of the Patient Portal website to open the My Profile screen. 37 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.51 Click the My Profile link in the left pane of the Patient Portal website to open the My Profile screen. 2. To edit the information in the My Profile screen, click Edit Profile. 38 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.52 Click Edit Profile to edit the information in the My Profile screen. 3. Edit the necessary information you want to change in the My Profile screen. Figure 1.53 Edit the necessary information you want to change in the My Profile screen. 4. Click Save when the changes are made. 5. When the message Your request for editing personal detail has been sent successfully. appears, click Ok. Figure 1.54 Click Ok when the message Your request for editing personal detail has been sent successfully. is prompted by the system. 6. If you want to change your password, click Change Password. 39 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.55 The Change Password screen 7. Enter current password in Old Password. 8. Enter new password in New Password. 9. Enter the new password again in Confirm Password. 10. Click Change. 11. When the message Your Password has been changed Successfully. appears, click Ok. Figure 1.56 Click Ok button when the message Your Password has been changed Successfully. Appears. My Insurance. You can view your insurance details such as the insurance plan, insurance ID, priority, start date, and end Date. To open the My Insurance screen, do the following: 1. Click My Insurance in the left pane of the Patient Portal website. 40 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.57 Click the My Insurance link in the left pane of the Patient Portal website. 2. When the My Insurance screen opens, click Add New Insurance Patient Portal. to send a request to add new insurance details from the Figure 1.58 The My Insurance screen 3. Enter the necessary information to add the new insurance. 41 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.59 Enter the necessary information to add new insurance. 4. Click Save to save the new insurance details. 5. When the message Your request for save insurance detail has been sent successfully. appears, click Ok. Figure 1.60 When the message Your request for save insurance detail has been sent successfully. appears, click Ok. 6. Click Edit Insurance in the My Insurance screen to edit specific insurance details. 42 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.61 Click Edit Insurance in the My Insurance screen to edit specific insurance details 7. After editing the necessary information, click Save. 8. When the message Your request for save insurance detail has been sent successfully. appears, click Ok. My Contact. You can view contact details in the Patient Portal website. To open the My Contact screen, do the following: 1. Click My Contact in the left pane of the Patient Portal website. 43 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.62 Click My Contact in the left pane of the Patient Portal website. Figure 1.63 Click Add New Contact to add a new contact in the My Contact screen. 2. To add a new contact in the My Contact screen, click Add New Contact. 44 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

3. Fill out the entry boxes of the necessary information needed. Figure 1.64 Fill in the entry boxes of the necessary information needed. 4. Click Save. 5. When the message Your request for save insurance detail has been sent successfully. appears, click Ok. Figure 1.65 When the message Your request for save insurance detail has been sent successfully. appears, click Ok. 6. An asterisk * indicates that the request for adding new contact details is still pending for approval. 45 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.66 An asterisk symbol indicates that the request for adding new contact details is still pending for approval. Patient Forms The appointment form in the Patient Portal website is a requirement for the you to fill out. You can directly access the forms online. You will receive an email of the web form link. To fill out the form for the patient s appointment, do the following: 1. Click Click here to fill the form. 46 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.67 Click the Click here to fill the form link to open the patient forms to fill out. 2. After you click the link, the Patient Portal welcome page appears. 3. Click Next to open the Patient Demographic page. Figure 1.68 The Patient Demographic page 4. Fill out the necessary information, and then click the Next button. 47 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Figure 1.69 Fill out the necessary information and then click the Next button. 5. Click Previous or Next to navigate from one page to the other. 6. To go directly to a specific page, select an option in the Page list, and then click Go to. Figure 1.70 Select an option the Page list, and then click Go to. 48 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

7. Click Last button to go directly to the last page of the form. 8. You can see the progress of the Patient Form from a progress bar on the upper-left portion of the page. 9. Click Finish when done. Figure 1.71 Click the Finish button when done. 10. A Thank You page appears. Figure 1.72 A Thank You page will open after clicking Finish. 11. If you want to go back and edit any information, click Go Back and Review Form. 12. Click Logout to log out from the Patient Portal website. Note: 49 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s

Please do not forget to always click Logout before closing the browser to help protect your personal information. 50 P a t i e n t P o r t a l U s e r G u i d e f o r P a t i e n t s