Download pdf - 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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