Patient Portal

Home
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    Other Sections
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      Click the Home tab for a summary screen for demographics and appointments

      View Demographics Summary

      1. Click Home > find Summary
       

      Update Demographics

      1. Click the demographic information link on the right side of the summary screen
      2. Or click My Profile tab from the left side panel > Update My Profile icon > edit desired information

      View Upcoming/Past Appointments

      1. From the summary screen locate the appointments section below
      2. Click Upcoming for upcoming appointments
        1. Or click Past for past appointments

      Request New Appointment

      1. Click the Request Appointment link on the right side of summary screen
      2. Select the correct appointment type, provider, location, reason for visit and time preference from the respective drop-down menus
      Message
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        Sort Messages

        1. Similarly to inbox, users can browse through sections: inbox, sent, trash, replied
        2. Click message for a preview below
        3. Select icons from toolbar to compose new message, delete, print, reply

        Sort Messages

        1. Click Inbox > click a column heading (e.g. From, To, Subject, etc.) to sort by it
          1. Or click the same column again to reverse the sorting

        Open a Message

        1. Click Inbox to view received messages
          1. Or click Sent to view sent messages
        2. Select a message to display it

        Reply to a Message

        1. Click the Reply icon
        2. Compose a message click Send

        Compose a Message

        1. Click New Message icon
        2. Compose a message click Send

        Delete a Message

        1. Select a message click Delete icon
        Balance
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          View Balance

          1. Click Balance tab from the left side panel
          2. See Running Balance

          Make a Payment

          1. Make a payment by pressing Make a Payment link
          2. Fill out card info > or add new card > click back or submit
          Health Records
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            View Demographics

            1. Click My Profile from the left side panel
            2. See General, Insurance, Responsible Party Information, Provider and Practice Contact

            Update Demographics

            1. Click Update My Profile > update the demographics click Send

            Ask a Question

            1. Click the Questions link
            2. Select an MD
              1. Or the questions category
            3. Write a question click Send

            Reset Password

            1. Click the Reset Password link
            2. Enter a new password enter it again to confirm it click Change My Password

            View Records

            1. Click the My Health tab from the left side panel
            2. See Allergies, Encounter, Diagnosis, Lab Results, Rx, and Vitals

            Filter Records by Date

            1. Click Filter link
            2. Enter the start and end dates
              1. Or select the dates using the calendar

            Download Records

            1. Click My Health tab from the left side panel
            2. Click Download link

            Submit Records

            1. Click My Documents from the left side panel
            2. Click Submit Medical Records to Clinic

            Download Multiple Documents

            1. Click Download Multiple Files
            2. Select the files to download click Ok

            Email Documents

            1. Find the correct document follow the row over and click Email
            2. Enter the recipients Email Address > if necessary, update the File Name click Send

            Submit Online Forms

            1. Click the Registration Forms link on summary screen
              1. Or click the Online Forms tab from left side panel
            2. Select from the drop down menu: Patient Medical History, Registration Forms, Insurance Information Form > fill out desired information on select form
            Reference Guide
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              Message Health Bar

              • Refresh: refreshes Inbox
              • New Message: opens new message
              • Delete: deletes selected message
              • Print: prints current message
              • Reply: replies to selected message
              My Health Toolbar

              • Filter: filters health records by date
              • Download: downloads health records as PDF
              • Questions: opens message box to ask a question
              • Generate Electronic Patient Record: Selects which records for which dates to generate a clinical or referral summary

              Add Schedule Window

              • History and Reminder: shows the history of the appointment
              • Message – Patient: emails the patient information or a reminder prior to the appointment
              • Message – SMS Patient: texts the patient information or a reminder prior to the appointment
              • Message – TeleHealth: emails the patient a link to join the TeleHealth appointment