| OP sets all defaults to share all information. Any individual decisions by Practice-users to restrict information sharing (access, use, or exchange) are the responsibility of the Practice in the implementation of its 21st Century Cures Act Information Blocking policies and procedures for its Practice and patients. |
 | Below is a collection of the Tips & Tricks that are featured in the weekly OP Portal Update email, provided by Dr. Sue Kressly and the OP Support Team. Click the  button to view a PDF of an excerpt from the email. |
Press CTRL F on your keyboard to search this page for a specific Portal Update Tip & Trick.
| Featured Tips & Tricks |
| September 30, 2021Intelichart forms functionality Unsharing a document to the Portal |
| September 24, 2021PIN Generation in OP Enable Live-Scheduling for Flu Clinic |
| September 16, 2021Troubleshooting Frequent Registration/Activation Issues |
| September 8, 2021Helping parents find shared documents |
| September 2, 2021Scheduling high-volume vaccine clinics |
| August 26, 2021Minor age limit setting Templates for Self-Scheduling (Flu or COVID vaccine clinics) Display of Diagnostic Tests on the portal |
| August 19, 2021Avoiding invalid CHADIS survey failure |
| July 28, 2021CDAs on the portal |
| July 20, 2021 Validating CHADIS surveys |
| July 15, 2021 Staff leaving your Practice |
| July 9, 2021Lab results on portal |
| July 1, 2021Assessment Character Limits |
| June 23, 2021eLabs and potentially sensitive tests Workflows for accurate insurance information |
| June 15, 2021Patient-friendly visit assessment language Data withhold dates: Last Call |
| June 8, 2021CHADIS articles on teen and teacher workflows Assign staff to receive Portal self-registration messages Data withhold dates |
| May 26, 2021Removing data withhold dates CHADIS workflows updated resources |
| May 19, 2021Self-scheduled vaccine clinics CHADIS survey error messages |
| May 13, 2021Parents/patients linking to a second practice Portal status SQL |
| May 4, 2021Protect sensitive medications Help identifying sensitive data Appointment cancellations |
| April 27, 2021Clean up the Problem List for null values on the Patient Portal Upcoming change for sending Lab Results to the Patient Portal Upcoming change for growth curve percentiles on the Patient Portal |
| April 19, 2021Understanding contact information to drive reminders Turning off portal messaging alerts for Patient Message Exchange |
| April 12, 2021Cleaning up the Problem List to address sensitive information Archive records after hours |
| March 29, 2021Inactivating patients in OP and the InteliChart Portal Getting self-registration messages to your practice team |
| March 19, 2021Don't delete Survey Tasks Avoid duplicate Surveys and Tasks Make it easier for families to find Portal Documents |
| March 12, 2021How parents can view Patient Instructions on the portal Note: See OP Patient Portal Parent Experience: Access a Patient's Clinical Summary for a quick reference guide that includes instructions for how to share the guide with your parents/patients. |
| March 4, 2021Parents should see historical medications in the Medication List Copy/paste functionality doesn't always work for PINs and/or Survey links |
