OP sets all defaults to share all information. Any individual decisions by Practice-users to restrict information sharing (access, use, or exchange) are the responsibility of the Practice in the implementation of its 21st Century Cures Act Information Blocking policies and procedures for its Practice and patients. |
![]() | Below is a collection of the Tips & Tricks that are featured in the weekly OP Portal Update email, provided by Dr. Sue Kressly and the OP Support Team. Click the ![]() |
Press CTRL F on your keyboard to search this page for a specific Portal Update Tip & Trick.
Featured Tips & Tricks |
September 30, 2021![]() Unsharing a document to the Portal |
September 24, 2021![]() Enable Live-Scheduling for Flu Clinic |
September 16, 2021![]() |
September 8, 2021![]() |
September 2, 2021![]() |
August 26, 2021![]() Templates for Self-Scheduling (Flu or COVID vaccine clinics) Display of Diagnostic Tests on the portal |
August 19, 2021![]() |
July 28, 2021![]() |
July 20, 2021![]() |
July 15, 2021![]() |
July 9, 2021![]() |
July 1, 2021![]() |
June 23, 2021![]() Workflows for accurate insurance information |
June 15, 2021![]() Data withhold dates: Last Call |
June 8, 2021![]() Assign staff to receive Portal self-registration messages Data withhold dates |
May 26, 2021![]() CHADIS workflows updated resources |
May 19, 2021![]() CHADIS survey error messages |
May 13, 2021![]() Portal status SQL |
May 4, 2021![]() Help identifying sensitive data Appointment cancellations |
April 27, 2021![]() Upcoming change for sending Lab Results to the Patient Portal Upcoming change for growth curve percentiles on the Patient Portal |
April 19, 2021![]() Turning off portal messaging alerts for Patient Message Exchange |
April 12, 2021![]() Archive records after hours |
March 29, 2021![]() Getting self-registration messages to your practice team |
March 19, 2021![]() Avoid duplicate Surveys and Tasks Make it easier for families to find Portal Documents |
March 12, 2021![]() Note: See OP Patient Portal Parent Experience: Access a Patient's Clinical Summary for a quick reference guide that includes instructions for how to share the guide with your parents/patients. |
March 4, 2021![]() Copy/paste functionality doesn't always work for PINs and/or Survey links |