Articles
Send a Message to the Patient Portal
Learn how to send a Message from OP to the Patient Portal.
Search for a Patient in the Practice Portal
Learn how to search for a patient in the Practice Portal.
Add, Modify, or Remove Proxy Access to a Patient's Portal Account
A Proxy is a person who is authorized to view a medical record. A Proxy can have access to the medical record indefinitely or expire by a specified date. A Proxy may be assigned, for example, in cases of child welfare.
OP Patient Portal: Send Bulk Message
There may be times where the practice needs to send a message to several or many patients that are registered on the Patient Portal. To send a bulk message your user must be assigned Messaging permission or associated to a Role with this permission.
OP Patient Portal: Patient Education Workflow
This article outlines workflows for sending Patient Education handouts to the portal.
OP Practice Portal Reports
Learn about the different reporting options available in the OP Practice Portal. Reports are categorized as Audit Report, Canned Reports, and Regulatory Reports.
OP Patient Portal: Managing Appointment, Cancellation, and Reschedule Requests
Appointment Requests, sent from the OP Patient Portal to OP are received by all users who have been assigned to the IC- Appointment Request department in the OP Staff Directory.
OP Patient Portal: Labs
When a practice wishes to have labs visible for the parent/guardian/patient on the Patient Portal, the Show Lab Tests Page / Widget must be set to the ON position in Portal Management > Patient Interface > Manage Setup > Portal Features.
Documents: Bulk Migration Tool
The Bulk Migration Tool allows a practice to migrate documents, in bulk, that were available on the former OP Patient Portal to the new Patient Portal, powered by InteliChart.
Parent Steps to Complete a Survey Sent to the OP Patient Portal
Learn the steps a parent will take to complete an internal OP Survey that has already been sent to the OP Patient Portal.
Parent Steps to Complete a CHADIS Survey Sent to the OP Patient Portal
Learn the steps a parent will take to take a CHADIS survey that has already been sent to the OP Patient Portal.
OP Patient Portal Requirements and Recommendations
In order to send documents and surveys to the Patient Portal there are requirements that need to be met
Messages for Document and Survey Failures (PAM/Stenographer)
Stenographer is a monitoring system integrated between OP and the InteliChart Patient Portal for the purpose of ensuring that Surveys and Documents shared from OP are successfully transmitted to the portal.
OP Practice Portal: Patient Update Workflow
Learn how to enable and manage patient data update requests in the OP Practice Portal, including permissions and workflows.
Resend a Survey that Failed to be Delivered to the Portal
Learn how to use the Resend button to resend a Survey to the portal.
Update Portal Account Status
The ability to validate and view a patient's portal account status is possible from the Tracking window.
OP Patient Portal: Medications
Learn about how Medications are sent to and displayed in the Patient Portal.
OP Patient Portal: Problem List
Learn how Problems in OP are mapped to the Patient Portal.
OP Practice Portal: Deactivate Staff and Providers
Learn how to deactivate Staff or Providers in the Practice Portal.
OP Practice Portal: Limit or Remove Parent Access to a Portal Account + Issue a PIN to a Minor
Learn how to limit or remove access to a patient's portal account and issue a PIN to a minor.
Resetting Patient and Practice Portal Passwords
Learn how to reset passwords for both the Patient and Practice Portals.
OP Patient Portal: Managing Medication Refill Requests
Learn how to handle Medication Refill Request messages received in OP from the Patient Portal.
OP Patient Portal: Managing Referral Requests
Learn how to handle Referral Requests received from the Patient Portal.
OP Patient Portal: Patient Reaches Age of Maturity (Minor Age Limit)
Learn about the changes in the Practice and Patient Portals when a patient reaches the age of maturity (Minor Age Limit).