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OP Patient Portal: Learning Journey

The content below is relevant to the OP Patient Portal, powered by InteliChart.

Office Practicum has partnered with InteliChart to deliver a patient portal that shifts the focus of ownership from a portal that belonged to OP to one that belongs to the patient. Fundamentally, the relationship is between InteliChart and the InteliChart logged-in user (patient or parent/guardian). 

Portal Features

  • Secure messaging between the parent/guardian or patient and the practice
  • Ability for the parent/guardian or patient to easily request Appointments, Medication Refills, and Referrals
  • Ability for the parent/guardian or patient to be notified of and view upcoming appointments 
  • Access to Health Education materials provided by the practice
  • 24/7 access to patient's clinical data
  • There's more to come! Click here to learn about the upcoming portal features!

Expand the sections below for more information

Before You Dive In

Start here to learn the actions to take to prepare your database for the new portal!

As your practice prepares to migrate to the new OP Patient Portal powered by InteliChart, it's important to govern and manage your practice’s data in a way that it translates to your portal platform in a meaningful way. The way data is entered and managed in OP will have a direct impact on how it is received into your new patient portal. 

To prepare your database for its partnering with the OP Patient Portal, you need to complete the items in the tables below.

Data Integrity and the OP Patient Portal: Part 1
In this session, you will learn:
  • Why Data Integrity is important and how it impacts users and our patients
  • How to prepare OP for the transition to the new OP Patient Portal including the review of:
    • Staff and Provider OP records
    • Patient Basic Information
    • Patient Family Contact Information
  • How to validate your Active patient list
  • How to cross-map SNOMED codes

Click to view the Webinar Recording     Click to view the Slide Deck    Click to take a Knowledge Check

Click icon below for related: Help Article    |  Diagram    |  Video
Action to TakeImplicationAction Resource
Assign each staff member and provider to at least one location.In order for staff and provider info to flow to InteliChart, each user record must contain at least one location.
  |   
Add missing PCP and/or Medical Home to Patient Chart.In order for patient demographic info to flow to InteliChart, each patient chart must contain a PCP and Medical Home.
  |   
Review patients' Family Contact information.

In order for contact info to flow to InteliChart, the following fields should be reviewed:

  • Contact Email address 
  • Authority
  • Resides with checkbox
  • Primary Phone
  • Mobile Phone
  • Method of Contact for Reminders
  |    | 
Validate active patient list by archiving patient records using the Archive Medical Records tool.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.
  |   
Map SNOMED Codes for diagnoses.In order for diagnosis-related Educational Handouts to be displayed in InteliChart, each diagnosis in the Assessment section of a visit note must be mapped to a SNOMED code.
    

Data Integrity and the OP Patient Portal: Part 2 

In this session, you will learn:

  • How to continue preparing OP for the new OP Patient Portal including the review of:
    • Appointment Types
    • Visibility Settings
  • How to archive database records

Click to view the Webinar Recording     Click to view the Slide Deck     Click to take a Knowledge Check

Click icon below for related: Help Article    |  Diagram    |  Video
Action to Take
Implication
Action Resource
Perform Appointment Type cleanup to ensure there are no appointment type mismatches.
In order for appointments to flow to InteliChart, Appointment Types must be reviewed and corrected, if necessary, on the following:


  • Scheduled Appointments    |   
  • Visit Templates    |   
  • Patient Chart Defaults    | 
Set appropriate visibility/privacy levels.In order to ensure sensitive information is not displayed in InteliChart, visibility levels must be reviewed. Records with a visibility setting of Any Staff Member will be displayed in the OP Patient Portal.
   
Archive Database records.In order for clinical data to flow to InteliChart uninterrupted and without delay, database records should be archived.
   

Start your Learning Journey Here!

This is the recommended path to take to implement your new portal. Each topic contains objectives, a webinar recording and slide deck, and a knowledge check that gives you the opportunity to test what you have learned!

Portal Setup and Configuration: Part 1
In this session, you will learn to:
  • Log into the practice portal
  • Navigate the Practice Portal
  • Configure Patient and Practice Portal Settings
  • Review staff roles
Click icon for:
Recording    |  Slide Deck    |  Knowledge Check  

Portal Setup and Configuration: Part 2
In this session, you will learn to:
  • Add staff to the Practice Portal
  • Add providers and clinical staff to the Practice Portal
  • Configure Message groups
Click icon for:
Recording    |  Slide Deck    |  Knowledge Check   

OP Patient Portal: Registration Methods

In this session, you will learn:

  • The fundamentals of portal registration and how PINs work
  • Various PIN generation workflows (both from OP and from InteliChart (Practice Portal)
  • Steps the parent/guardian take to complete registration with the PIN 
  • How to allow registration without a PIN and how to authenticate that registration
Click icon for:
Recording    |  Slide Deck    |  Knowledge Check   

OP Patient Portal: The Parent Experience

In this session, you will learn about the parent side of the portal, including:

  • OP Patient Portal navigation
  • What actions parents can take on the portal:
    • Request an Appointment
    • Request a Medication Refill
    • Send a Message to the Practice
    • Request a Referral
Click icon for:
Recording    |  Slide Deck    |  Knowledge Check   

Daily Portal Activities / Closing the Loop in OP
In this session, you will learn how to:
  • Respond to an Appointment Request, a Medication Refill Request, a Referral Request, and a Message sent from the Patient Portal
  • Add a Proxy to a Patient Account
  • Remove Access to a Patient Account
  • Review the Chart Summary
  • Print a Patient Record
Click icon for:
Recording   |  Slide Deck    |  Knowledge Check   

Find How-To Resources and Snippet Videos Here

Need a refresher on a specific task? The targeted resources here will help you as you continue your portal journey! 

Click icon below for related: Quick Reference Guide (QRG)    |  Diagram    |  Help Article    |  Video  
Portal Setup 
and 
Configuration


Log into and Navigate the Practice Portal 

  • Activate User Account   
  • Navigating the Practice Portal    

Configure Patient and Practice Portal Settings 

  • Review Practice Location(s)
  • Practice General Settings
  • Patient Portal Interface
  • Patient Portal Scheduling Settings
  • Communication Templates

Review Staff Roles 

Add Staff to the Practice Portal 

  • Who needs to be added?   

Add Providers and Clinical Staff to the Practice Portal 

Review and Add Message Groups 

  • Assign staff to the Appointment Request department (OP)  

Other Quick Reference Guides

  • OP Practice Portal: Start Here Quick Reference Guide  
  • OP Practice Portal: Configuration Quick Reference Guide  
  • OP Practice Portal: Patient Interface Configuration Quick Reference Guide  
Patient Portal 
Registration Methods / 
The Parent Experience

Generate a Patient Registration PIN from Within OP    |    |   

Complete Registration with a PIN Printed from OP (Parent steps)    |    |   

Generate a Patient Registration PIN from InteliChart   

  • Issue a patient registration PIN from the Appointment List   
  • Issue a patient registration PIN from Patient Administration  

Generate PINs for Multiple Patients of the Same Family 

Complete Registration with a PIN Received in a Welcome Email (Parent steps)   

Register for the Portal Without a PIN and Authenticate Registration   

  • Register without a PIN (Parent steps; only if using a custom URL)      
  • Authenticate patients registered without a PIN  

Basic Patient Portal Navigation    |   

  • View Upcoming Appointment(s)    
  • View New Messages from the Practice    
  • View New Lab Results    
  • Patient Portal Parent Experience: Portal Navigation Quick Reference Guide    

Patient Portal Actions: Request an Appointment   

Patient Portal Actions: Send a Message to the Practice   

Patient Portal Actions: Request a Medication Refill   

Patient Portal Actions: Request a Referral   

Navigating "My Chart" in the Patient Portal   

Daily Portal Activities / 
Closing the Loop

Daily Message Activities 

How to Respond to an Appointment Request   

How to Respond to a Medication Refill Request   

How to Respond to a Referral Request   

How to Respond to a Message   

Add Proxy to a Patient Portal Account    |   

Remove Access to a Patient Portal Account   |   

  • Parent opt-out of the Patient Portal  

Review the Chart Summary in the Practice Portal   

Click here to access all of the OP Patient Portal content!