Personal Information: Difference between revisions

Latest revision as of 16:44, 20 June 2025

Patient Portal Access and Onboarding

The patient’s name, contact information, and personal details are required for scheduling, clinical documentation, telemedicine, billing, and more in VEHRDICT. Users have the flexibility to either:

Enter patient details manually
Allow the patient to complete their profile via the secure Patient Portal

This ensures accuracy, enhances patient engagement, and reduces administrative workload.

>

Tip: Encouraging patients to use the Patient Portal improves data accuracy, reduces intake time, and supports a more efficient visit workflow.

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Log In to the Patient Portal

To assist the patient in accessing or updating their portal:

Navigate to the patient's chart
Click Edit Patient from the top of the Patient Dashboard
Go to the Portal tab
Click the Login to Patient Portal button

Access the Patient Portal directly from the Portal tab

You may also:

Upload a profile picture for the patient
Send a Welcome Message via:

 * SMS (if a valid phone number is on file)
 * Email (if a valid email is provided)

This message prompts the patient to log in and complete or update their personal details directly.

>

Tip: Sending the welcome message immediately after registration helps ensure patients onboard quickly and start using digital services.

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Patient Portal Features

Once logged in, the patient will have access to a familiar, easy-to-navigate interface that reflects the design of the VEHRDICT system. The portal provides patients with secure access to:

Communication with providers and staff
Appointment scheduling and telemedicine access
Forms and documents for review or submission
Personal and insurance information
Billing and invoice review

The Patient Portal gives patients control over their health information

>

Tip: It is best practice to introduce the Patient Portal during the patient's first visit and encourage its use for all future interactions.

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@@ Line 1: / Line 1: @@
-The Patient's name, contact information, and personal details will be needed for documents, appointments, telemedcine, etc. in '''Vehrdict'''. The user has the option to allow the patient to enter this information for themselves by logging in to the patient portal. The user can also log in as the patient to update data in person as well.
+== Patient Portal Access and Onboarding ==
-==Log in to Patient Portal==
+The patient’s name, contact information, and personal details are required for scheduling, clinical documentation, telemedicine, billing, and more in '''VEHRDICT'''. Users have the flexibility to either:
-#Click '''Edit Patient''' in the Patient Dashboard.
-#Navigate to the '''Portal Tab'''.
-#Select '''Login to Patient Portal'''.
-##The user also has the option to send the welcome messages that will prompt the patient to login and fill out their information here.
-##This is done either through the patient's phone number or E-mail address.
-##[[File:PatientPortal_login_nx.jpg|800px]]
+* Enter patient details manually
+* Allow the patient to complete their profile via the secure Patient Portal
+This ensures accuracy, enhances patient engagement, and reduces administrative workload.
+> {{Tip|Encouraging patients to use the Patient Portal improves data accuracy, reduces intake time, and supports a more efficient visit workflow.}}
-To enter or update your name, personal details, or contact information, you'll need to go to '''Profile''' > '''Demographics''' > '''Edit Patient.'''  At the top of the page will be five options (General, Contact, Status, Guardian, and Misc). Enter or update personal information for each of these sections before clicking '''Save Changes.'''
+---
+== Log In to the Patient Portal ==
+To assist the patient in accessing or updating their portal:
-[[File:PatientPortal_Demo1_nx.jpg|800px]]
+# Navigate to the patient's chart
+# Click '''Edit Patient''' from the top of the Patient Dashboard
+# Go to the '''Portal''' tab
+# Click the '''Login to Patient Portal''' button
+[[File:PatientPortal_login_nx.jpg|center|800px|Access the Patient Portal directly from the Portal tab]]
+You may also:
+* Upload a '''profile picture''' for the patient
+* Send a '''Welcome Message''' via:
+  * SMS (if a valid phone number is on file)
+  * Email (if a valid email is provided)
+This message prompts the patient to log in and complete or update their personal details directly.
+> {{Tip|Sending the welcome message immediately after registration helps ensure patients onboard quickly and start using digital services.}}
+---
+== Patient Portal Features ==
+Once logged in, the patient will have access to a familiar, easy-to-navigate interface that reflects the design of the VEHRDICT system. The portal provides patients with secure access to:
+* Communication with providers and staff
+* Appointment scheduling and telemedicine access
+* Forms and documents for review or submission
+* Personal and insurance information
+* Billing and invoice review
+[[File:patient_portal_nx.jpg|center|800px|The Patient Portal gives patients control over their health information]]
+> {{Tip|It is best practice to introduce the Patient Portal during the patient's first visit and encourage its use for all future interactions.}}
+---
+=== Related Pages ===
+* [[Scheduling]]
+* [[Calendar]]
+* [[Telemedicine]]
+* [[Secure Messaging]]
+* [[Patient Dashboard]]