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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.
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This diagram shows how new documents for review are displayed on the patient portal.
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From OP, you may send Documents to the Patient Portal for the parent/guardian/patient to view. When sending a Document to the Patient Portal, you will select the Share to Portal checkbox and if necessary, enter an expiration date . Docum...
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This QRG includes the steps needed to establish setup items for receiving Document requests from the OP Patient Portal.
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Last Updated: 12/01/2021 in FAQs Document Management FAQs
The Item Type and Item Category selected should be appropriate to the document that is scanned. In order to share a scanned document to the InteliChart Patient Portal, the Shared To Portal checkbox must be selected and the Privacy Level must be se...
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Bulk Statements, meaning statements for a mix of different patients, cannot be sent to the portal. However, statements for multiple dates of service can be sent to the portal for an individual patient by selecting the appropriate transactions that s...
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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.
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There are a number of reasons why a Document that was shared to the portal does not actually flow to the portal. Listed below are reasons a Document doesn't flow to the portal, and where you can review the necessary information. Verify in the Sta...
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Last Updated: 07/30/2021 in How To Overview Charting
Learn how to review a document or send it to the portal from within a Visit Note.