Course 5: Daily Portal Activities

Recommended Learner(s):  Portal Administrators,   Non-Clinical Staff,   Clinical Staff / Providers

 Estimated Course Duration: 30 minutes 

  Course Contents: 5 Lessons, 1 Knowledge Check

  Course Description: Learn how to register patients for the Patient Portal and manage portal messages and other requests.


Articles

 Lesson 1: View Portal Account Status and Generate Portal Registration PINs in OP
Est. Duration: 4 mins - Instructs on how to view a patient's portal account status and generate a Portal Registration PIN from within OP.
 Lesson 2: View Portal Account Status and Generate Portal Registration PINs in the Practice Portal
Est. Duration: 6 mins - Instructs on how to view a patient's portal account status and generate a Portal Registration PIN from the Practice Portal.
 Lesson 3: Respond to Messages in OP: Appointment and Refill Messages
Est. Duration: 7 mins - Instructs on how to respond to Appointment Requests and Refill Requests received in OP from the Patient Portal.
 Lesson 4: Respond to Messages in OP: Referral and General Messages
Est. Duration: 8 mins - Instructs on how to respond to Referral Requests and General Messages received in OP from the Patient Portal.
 Lesson 5: Account Activities in the Practice Portal
Est. Duration: 6 mins - Instructs on how to add a Proxy to a patient’s portal account and remove or change portal account access.
Knowledge Check | Course 5: Daily Portal Activities
8 question Knowledge Check to test what you've learned in Course 5!