OP Patient Portal QRGs

Articles

OP Practice Portal: Start Here Quick Reference Guide
Log in to Practice Portal, Provider Entries, Add Provider to Practice Portal, Add Staff, Generic Scheduling Settings Configure Appointment Request, Mapping Appointment Reasons, Managing Communication Templates
OP Practice Portal: Patient Interface Configuration QRG
Logging in to Practice Portal, Features of the Patient Interface
OP Practice Portal: Configuration QRG
Logging into Practice Portal, Configuring General Practice Settings, Configuring Practice Roles using Duplicate Feature, Configure Practice Message Groups, Adding Staff, Add Provider
OP Practice Portal: Message Activities
Message Management, Responding to General Message in OP, Responding to a Medication Refill Request, Responding to an Appointment Request, Respond to a Referral Request
OP Practice Portal: Reports QRG
Canned Reports
OP Practice Portal: Code Management QRG
The instructions in this document are designed to be completed by the Practice Administrator. The information below will allow a practice to customize features of the OP Patient Portal and the parent/guardian/patient experience.
OP Practice Portal: Documents QRG
This QRG includes the steps needed to establish setup items for receiving Document requests from the OP Patient Portal.
OP Practice Portal: Setting Up Live Scheduling QRG
This QRG instructs how to set up Live Scheduling for the Patient Portal.
OP Practice Portal: Self-Registration QRG
This QRG instructs how to set up OP and the Practice Portal for Self-Registration.
OP Patient Portal Parent Experience: Complete Registration with a PIN (English) QRG
This Quick Reference Guide walks parents/guardians through the steps to take to complete registration for the OP Patient Portal with a PIN. It also includes tips on navigating the portal.
OP Patient Portal Parent Experience: Complete Registration with a PIN (Spanish) QRG
This Quick Reference Guide walks parents/guardians through the steps to take to complete registration for the OP Patient Portal with a PIN. It also includes tips on navigating the portal, in Spanish.
OP Patient Portal Parent Experience: New Patient Registration (without a PIN) QRG (English)
This Quick Reference Guide walks parents/guardians through the steps to take to register as a new patient for the OP Patient Portal without a PIN. It also includes tips on navigating the portal.
OP Patient Portal Parent Experience: New Patient Registration (without a PIN) QRG (Spanish)
This Quick Reference Guide walks parents/guardians through the steps to take to register as a new patient for the portal without a PIN. It also includes tips n navigating the portal, in Spanish.
OP Patient Portal Parent Experience: Schedule an Appointment QRG
This QRG instructs parents how to schedule an appointment in the Patient Portal.
OP Patient Portal Parent Experience: Make a Generic Appointment Request
This QRG shows the parent steps to make a generic appointment request.
OP Patient Portal Parent Experience: Request a PIN & Complete Portal Registration QRG
This QRG instructs parents/guardians how to request a PIN and complete Portal registration when the practice has requested to use the Bulk PIN process. It also includes Patient Portal navigation, tips for using the portal, and steps to complete common portal actions.
OP Patient Portal Parent Experience: Bill Pay QRG
This QRG shows the parent steps to make a Bill Payment via the Patient Portal.