Recommended Learner(s): Portal Administrators
Estimated Course Duration: 50 minutes
Course Contents: 7 Lessons, 1 Knowledge Check
Course Description: Learn the setup required in the Practice Portal to ensure that Practice staff can interact with the portal as their roles require and how to enable several key portal features.
Lesson 1: Roles and Message Groups
Est. Duration: 8 mins - Instructs on how to review and add Roles and Message Groups in the Practice Portal.
Lesson 2: Add Non-Clinical Staff
Est. Duration: 7 mins - Instructs on who needs to be added to the Practice Portal and how to add non-clinical staff.
Lesson 3: Add Providers
Est. Duration: 6 mins - Instructs on how to add Providers to the Practice Portal.
Lesson 4: Add Clinical Staff
Est. Duration: 4 mins - Instructs on how to add Clinical staff to the Practice Portal.
Lesson 5: Portal Management: Locations, General Settings, and Setup
Est. Duration: 10 mins - Instructs on how to review and modify Locations, explores General Settings, and begins the review of Patient Interface setup.
Lesson 6: Portal Management: Advanced Links, Document Requests, Code Management, and Appointment Types
Est. Duration: 7 mins - Instructs on how to complete Patient Interface setup, add requestable Documents, and review and modify which Labs, Diagnoses, and Appointment Types are published to the portal.
Lesson 7: Review and Modify Page Templates
Est. Duration: 8 mins - Instructs on how to review and modify Page Templates used for portal notifications, messages, and disclaimers.
Knowledge Check | Course 3: Portal Setup and Configuration
8 question Knowledge Check to test what you've learned in Course 3!