Recommended Learner(s): Portal Administrators
Estimated Course Duration: 40 minutes
Course Contents: 6 Lessons, 1 Knowledge Check
Course Description: Learn the areas of OP that require review and cleanup before implementing your Practice's Patient Portal. The skills learned in this Course are essential in validating that your OP data is governed in a way that will be accurately received by the portal.
Lesson 1: Staff and Provider Directory
Est. Duration: 4 mins - Explores and instructs on how to review and edit Staff and Provider info in OP so that it flows to the InteliChart portal.
Lesson 2: Patient Information
Est. Duration: 8 mins - Instructs on how to identify patients missing required Basic and Family Contact Information.
Lesson 3: Appointment Type Cleanup: Scheduled Appointments
Est. Duration: 5 mins - Instructs on how to check for Appointment Type mismatches on scheduled appointments to ensure appointments flow to the InteliChart portal.
Lesson 4: Appointment Type Cleanup: Visit Templates and Patient Chart Defaults
Est. Duration: 7 mins - Instructs on how to check for Appointment Type mismatches on Visit Templates and Patient Chart Defaults to ensure appointments flow to the InteliChart portal.
Lesson 5: Visibility Levels
Est. Duration: 8 mins - Instructs on how to protect patient privacy by setting restrictive visibility levels for specific Medications, Diagnostic Tests, and Surveys.
Lesson 6: Complete Your Preparation
Est. Duration: 8 mins - Instructs on how to perform data cleanup, validate your active patient list, set up for Document sharing, edit LOINC codes for Diagnostic Tests, and map SNOMEDS for Patient Education.
Knowledge Check | Course 1: Prepare OP for the Patient Portal
10 question Knowledge Check to test what you've learned in Course 1!