Portal Readiness Checklist and Marketing Resources

Version 14.19

Portal Readiness Checklist

To ensure that you are ready to launch your Portal, it is important to assess your readiness. Complete this Portal Readiness Checklist to help you get ready to launch your Portal.

Marketing Resources

To make the portal successful, it is really important that the portal become part of the practice and be discussed during visits. Utilizing the portal is more than having the parents create accounts, we need to engage the staff and most importantly create value for both the parents and staff. The following items are marketing materials that you can use in your office to promote your Patient Portal.

  • Exam/Waiting Room Poster (Version 1): PortalMarketingPoster1.pdf. Having a poster displayed in an exam room or waiting room will help your parents and patients become more aware of your portal and the benefits it offers. We have created two designs that you can hang in your office. These offer generic benefits and encourages parents and caregivers to ask the staff for more information. This PDF can be resized and printed to your specifications.
  • Exam/Waiting Room Poster (Version 2): PortalMarketingPoster2.pdf. This poster is similar to Poster 1, but it includes a different image in the header.
  • Patient Handout: PortalHandout.pdf. Once you have a conversation with your patients about the portal, giving them a handout to take home will reinforce the benefits of its use, and increase the likelihood of them creating an account. The attached patient handout is a customizable PDF. You will need Adobe Reader to view and edit the file. Add your portal URL, patient password, and choose the portal features that you would like to include using the drop down function. This is a great reminder piece that will help increase portal use.
  • Patient Mailer: Patient Portal Provider Letter.docx. The purpose of the patient mailer is to share the benefits and value of how families can use your portal  anytime, anywhere to access patient records. It also explains how parents can get started with the portal. The attached mailer is in a letter format and intended for direct mail. The template is a basic Word document, giving you the freedom to customize the messaging to make it your own. You can add your practice letterhead, branding, and contact information to the document. Then, you are ready to print. This is a low-cost, effective method of marketing to use for patient engagement. Please note, unlike the PDFs above, this document will be downloaded to your PC.
Version 14.10

Portal Readiness Checklist

To ensure that you are ready to launch your Portal, it is important to assess your readiness. Complete this Portal Readiness Checklist to help you get ready to launch your Portal.

Marketing Resources

To make the portal successful, it is really important that the portal become part of the practice and be discussed during visits. Utilizing the portal is more than having the parents create accounts, we need to engage the staff and most importantly create value for both the parents and staff. The following items are marketing materials that you can use in your office to promote your Patient Portal.

  • Exam/Waiting Room Poster (Version 1): PortalMarketingPoster1.pdf. Having a poster displayed in an exam room or waiting room will help your parents and patients become more aware of your portal and the benefits it offers. We have created two designs that you can hang in your office. These offer generic benefits and encourages parents and caregivers to ask the staff for more information. This PDF can be resized and printed to your specifications.
  • Exam/Waiting Room Poster (Version 2): PortalMarketingPoster2.pdf. This poster is similar to Poster 1, but it includes a different image in the header.
  • Patient Handout: PortalHandout.pdf. Once you have a conversation with your patients about the portal, giving them a handout to take home will reinforce the benefits of its use, and increase the likelihood of them creating an account. The attached patient handout is a customizable PDF. You will need Adobe Reader to view and edit the file. Add your portal URL, patient password, and choose the portal features that you would like to include using the drop down function. This is a great reminder piece that will help increase portal use.
  • Patient Mailer: Patient Portal Provider Letter.docx. The purpose of the patient mailer is to share the benefits and value of how families can use your portal  anytime, anywhere to access patient records. It also explains how parents can get started with the portal. The attached mailer is in a letter format and intended for direct mail. The template is a basic Word document, giving you the freedom to customize the messaging to make it your own. You can add your practice letterhead, branding, and contact information to the document. Then, you are ready to print. This is a low-cost, effective method of marketing to use for patient engagement. Please note, unlike the PDFs above, this document will be downloaded to your PC.