Portal Processes & Workflows

Articles

Add a Proxy 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.
InteliChart Canned Reports (Non-MU)
InteliChart comes with several canned reports that are not necessarily used for MU reporting purposes. These reports enable the practice to obtain an accurate accounting of specific portal activity from both the Patient and Practice Portals.
OP Patient Portal: Managing Appointment, Cancellation, and Reschedule Requests Updated
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.
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
The steps in this article assume that a survey has already been sent to the OP Patient Portal for a patient.
Parent Steps to Complete a CHADIS Survey Sent to the OP Patient Portal
The steps in this article assume that a CHADIS survey has already been sent to the OP Patient Portal for a patient.
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.
InteliChart Patient Portal: Patient Update Workflow
Overview The ability to request an edit of patient data is a feature which can be turned on in the OP Practice Portal. Below you will find instruction on how this feature is turned on and the workflow to update the patient record in OP.  Enab...
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.