InteliChart Portal Diagrams

In order for staff and provider info to flow to InteliChart, each user record must contain at least one location. Follow steps in this diagram to assign each staff member and provider to at least one location.

In order for patient demographic info to flow to InteliChart, each patient chart must contain a PCP and Medical Home.

In order for a contact's info to flow to InteliChart, the following fields should be reviewed: Contact Email address, Authority, Resides with, Primary and Mobile Phone, Reminder contact method.

In order to maintain a valid active patient list, patients who have either aged out of the practice or have not been seen in a specific time frame should be inactivated.

In order for appointments to flow to InteliChart, Appointment Types must be reviewed and corrected, if necessary, on Scheduled Appointments.

In order for appointments to flow to InteliChart, Appointment Types must be reviewed and corrected, if necessary, on Visit Templates.

In order for appointments to flow to InteliChart, Appointment Types must be reviewed and corrected, if necessary, on Patient Chart Defaults.

This diagram shows the steps to take to generate a portal registration button from within OP using the Easy button.

This diagram shows the layout of the patient portal homepage.

This diagram shows how upcoming appointments are displayed on the patient portal.

This diagram shows how new messages are displayed in the patient portal.

This diagram shows how new lab results are displayed on the patient portal.

This diagram shows how new documents for review are displayed on the patient portal.

This diagram shows how patient surveys are displayed on the patient portal.