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
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