Portal Tips & Tricks

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 thebutton to view a PDF of an excerpt from the email.

Press CTRL F on your keyboard to search this page for a specific Portal Update Tip & Trick.

Featured Tips & Tricks
July 20, 2021
Validating CHADIS surveys
July 15, 2021
Staff leaving your Practice
July 9, 2021
Lab results on portal
July 1, 2021
Assessment Character Limits
June 23, 2021
eLabs and potentially sensitive tests
Workflows for accurate insurance information

June 15, 2021
Patient-friendly visit assessment language
Data withhold dates: Last Call
June 8, 2021
CHADIS articles on teen and teacher workflows
Assign staff to receive Portal self-registration messages
Data withhold dates
May 26, 2021
Removing data withhold dates
CHADIS workflows updated resources
May 19, 2021
Self-scheduled vaccine clinics
CHADIS survey error messages
May 13, 2021
Parents/patients linking to a second practice
Portal status SQL
May 4, 2021
Protect sensitive medications
Help identifying sensitive data
Appointment cancellations
April 27, 2021
Clean up the Problem List for null values on the Patient Portal
Upcoming change for sending Lab Results to the Patient Portal
Upcoming change for growth curve percentiles on the Patient Portal
April 19, 2021
Understanding contact information to drive reminders
Turning off portal messaging alerts for Patient Message Exchange

April 12, 2021
Cleaning up the Problem List to address sensitive information
Archive records after hours

March 29, 2021
Inactivating patients in OP and the InteliChart Portal
Getting self-registration messages to your practice team

March 19, 2021
Don't delete Survey Tasks
Avoid duplicate Surveys and Tasks
Make it easier for families to find Portal Documents
March 12, 2021
How parents can view Patient Instructions on the portal
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
Parents should see historical medications in the Medication List
Copy/paste functionality doesn't always work for PINs and/or Survey links