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eClinicalWorks Training – Patient Portal Web Enabling – Web enabling your patient can be done in multiple ways. First, the user can web enable from the appointment by adding the patient’s email address and checking the “w” to the right. Second, if the user does not web enable the patient before marking the visit as “ARR – arrived”, a prompt will appear to web enable the patient. Inside this window the user can enter the email and click “Submit” or choose from a list of reasons to not enable.

Patient Portal Training · Web enabling your patient can be done in multiple ways. First, the user can web enable from the appointment by adding the patient’s email address and

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Page 1: Patient Portal Training · Web enabling your patient can be done in multiple ways. First, the user can web enable from the appointment by adding the patient’s email address and

eClinicalWorksTraining–PatientPortal

WebEnabling–

Webenablingyourpatientcanbedoneinmultipleways.First,theusercanwebenablefromtheappointmentbyaddingthepatient’semailaddressandcheckingthe“w”totheright.

Second,iftheuserdoesnotwebenablethepatientbeforemarkingthevisitas“ARR–arrived”,apromptwillappeartowebenablethepatient.Insidethiswindowtheusercanentertheemailandclick“Submit”orchoosefromalistofreasonstonotenable.

Page 2: Patient Portal Training · Web enabling your patient can be done in multiple ways. First, the user can web enable from the appointment by adding the patient’s email address and

Approximately5-10minutesafterbeingwebenabled,thepatientwillreceiveaawelcomeemailsimilartotheone

below.ThisemailwillprovidethepatientwiththewebaddressandlogininformationtothePatientPortal.

https://mycw52.eclinicalweb.com/portal6061/jsp/100mp/login.jsp

Page 3: Patient Portal Training · Web enabling your patient can be done in multiple ways. First, the user can web enable from the appointment by adding the patient’s email address and

Resettingthepatient’spassword-

Ifapatient’spasswordneedstobereset,theofficestaffcanresetitforthem.Todothis,openthepatient’sInfoscreenandthenchoose“Options”atthebottom.Fromthelistprovided,select“WebEnable”.

Inthewindowthatappears,theusercanselect“ResetPassword’.eCWwillresetthepasswordandprovidetheuserwiththeoptiontoprinttheinformationforthepatient.eCWwillautomaticallysendthepatienttheirnewpasswordviaemail.Thepatientcanusetheirnewpassword5-10minuteslater.

Page 4: Patient Portal Training · Web enabling your patient can be done in multiple ways. First, the user can web enable from the appointment by adding the patient’s email address and

DisablingaPatientPortalAccount–

Insomecasesitmaybenecessarytodisableapatient’sPatientPortalaccount,suchasifastaffmemberaccidentallyentersthewrongemailaddress.Todisabletheaccount,openthePatientInfoScreen,click“Options”and“WebEnable”.Inthewindowthatappears,choose“Disablepatient’sportalaccount”.

Page 5: Patient Portal Training · Web enabling your patient can be done in multiple ways. First, the user can web enable from the appointment by adding the patient’s email address and

SendingandReceivingMessages–

Patientshavetheabilitytosendtwotypesofmessages-demographicsupdatesandgeneralmessages.Bothmessageswillappearinthe“T”jellybeanforthedefaultuserforthepractice.

Demographicupdatemessageswillhavethereasonof“UpdateDemographics”eachtime.Userwillselectthe“Import”buttoninthemessagetoviewthechanges.

Anytextthatappearsingreenisanupdatefromthepatient,andtheusercan“Accept”thechangestoupdatethechart.

Page 6: Patient Portal Training · Web enabling your patient can be done in multiple ways. First, the user can web enable from the appointment by adding the patient’s email address and

Toreplytothepatientortosendnewmessages,theusercanselectthe“ReplytoPatient”buttonatthebottomofthewebmessage.

TheeMsgwindowwillappear.Usercantypethemessageand“Send”.Thepatientwillbenotifiedviaemailthatanewmessageawaits.Usethe“SaveAs”and“Load”buttonstocreateeMessagetemplatesthatcanbereused.

Page 7: Patient Portal Training · Web enabling your patient can be done in multiple ways. First, the user can web enable from the appointment by adding the patient’s email address and

ThepatientwillreceiveanemailnotificationpromptingthemtologintothePatientPortaltoviewthenewmessage.

Page 8: Patient Portal Training · Web enabling your patient can be done in multiple ways. First, the user can web enable from the appointment by adding the patient’s email address and

AppointmentReminders–

eClinicalWorkswillsendappointmentreminders5dayspriorandagain1daypriortoallscheduledvisits.

PatientswillalsoseeappointmentremindersfromthePatientPortalview:


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