Help Document
Contents
1. InteliChart patient portal O InteliChart Patient Portal V2 0 Help Document Version 2 0 InteliChart 15105 John J Delaney Dr Suite 116 Charlotte North Carolina 2827 www intelichart com Ereatine AN PVC COUN A Usca miei a tota Cate dd ela ie n ate it eS it ee i ct al ui a la ia d 2 SR sat setata ai tose coasts idolul alai lao alia al ta i a aliante iau 5 Reactivate ACCOUINE eel aia Baa 5 Change Profile Picture iasi oaie id 5 Appointmentsand ReterralS sosi coca iat 0 ama deea di Aa catea bel a caidas 7 Requestania ppolMtment ansias 7 Reschedule an appointment easa E 9 cancelamappoNnt mentesen A ad ud e ada v al ntre A A Del tacea ate 10 Reciu esto Rel coat acne atace ara dota ol edil Bar ee a o 11 Reschedqule a Referral Appointment acacia 13 MECANO e O 14 Add a NIC CIC ATION tna ici 14 REQUEST a M dica om Rellena 15 Adda PALMA A a 15 A O 17 SUING a iii 17 Message Center see cau li alia a aut iu nau ali A A A 18 Make Pele ID ee tr nl AI tat ll n a dan tina 19 Charts UI V cae ae oaia ie au d iata dd ti A 0 daia i tul e vlad ara i a det 21 DV Real UR RECORC AE o at tt Da Sala atit a wi arte Dat ala e aan Da na tate da Bal Sea ai 21 My Heath Record Lab Tests ad codes 23 My Health Recora FISLORIES cs si scai comice ac a Lapi la a ina Ge baia ua dCi ba la E N cau bad aa 24 My Health Record Ales les sei cotatia i darie eat ASAS 28 My Health Recora Visits ii 30 My Heath Record immunizat oN A ct boia2. Manual Chart Summary My Health Record My Health Record provides an overview of Lab Tests Histories Allergies Visits Immunizations Conditions Vitals and Documents The most recent 5 records will display on each widget To see any particular health record in more detail click on the widget title or click on respective tab Hovering over My Health Record will expand the My Health Record menu Messages Appointments Medications Fc insurance Statements My Health Record E y ii Lab Tests Welcome Back Dario 9 Histories git Allergies FF Visits Ag immunizations mr li d Add to Homepage d Conditions amp View My Account 3 Vitals La View My Chart _ Documents 2 Print My Chart Within Chart Summary the user can also edit the Demographics and Emergency Contact e Click on respective Edit e Make change e Click Submit Home Messages Appointments Medications Forms Insurance Statements Chart Summary Lab Tests Histories Allergies Visits Immunizations Conditions Vitals Documents Li Daria Cool y Chart Summary 2 Print Demographics Beat Emergency Contact Address Name Phone Home Phone Day Phone Relationship amp View My Account Birthdate 9 29 1943 a View My Chart InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do no
3. a list of your social history a lig Install this widget 7 Bg Install this widget Past Medical History Displays a list of list of your past medical Home page Allergies Conditions 9 Displays a list of your conditions histon lig Install this widget Immunizations Displays a list of your immunizations lig Install this widget Showing 1 to 6 of 8 entries Previous 2 InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 36 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Remove A Widget To remove a widget on the homepage do the following Hover mouse over the right side of the title bar of the widget that the user wants to remove e Click Remove The widget is removed instantly 19 Appointments You don t have any upcoming appointments EH Request an Appointment InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 37 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Accounts Through the accounts page the user can chang
4. for a medication refill can be made only on medications prescribed by the user s physician Click Request a Refill e The user will be presented with Refill a Medication pop up Select a Pharmacy from Preferred Pharmacy Refill a Medication You are requesting a refill Preferred Pharmacy CVS Johnston Rd a Note that the Preferred Pharmacy list is same as the one listed in Pharmacies in Nextgen EHR File Maintenance e Click Submit Add a Pharmacy By adding a pharmacy the user can save a list of their preferred pharmacies Click Add a Pharmacy a i Pharmacies You have no pharmacies on file When requesting medication refills you will be required to supply a preferred pharmacy You can add your preferred pharamacy by clicking hereda Add a Pharmacy for search for local pharmacies using Google Search below e The user will be presented with Add a Pharmacy pop up Provide as much data as possible since all data on this is optional InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 15 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Ml Enter Pharmacy Name E Address Address Lined o Address Line 2 Enter Pharmacy Address State Province Contact The follow
5. ia ui Do atat oa ar 2 d d 31 Viv Health Recora CONAIONS ii abate nd asa de sae de aa ua a ast eh eae elada a 32 My Heat Recora VILaIS ssscese saci acesti seci sasi aa dusi su Sa ideia Gia bat dia dist abia board satui ie Dogs 33 My Health Record Documents ss ii dci 35 A Becali sas dud E ius Du Be ten ut au 530 a 00 ui ca e till st Oa aa Ba Seu oak aes atei Ba adio 36 AO AIM 36 REMOVE A WIdAret a a 37 RSS A A A A Brit ace ada m te eon ee Re SEO a 38 InteliChart Patient Portal User s Manual Creating An Account To create an Intelichart Account visit the Intelichart Registration page http 192 168 1 208 PatientPortal account register with pin sample link will vary by practice 1 Users must enter the seven digit pin provided by the practice These seven digits consist of alphanumeric characters with three characters in the first half of the pin and four characters in the second half of the pin Note The seven digit characters will be encrypted for security purposes 2 Users must enter their last name 3 Click Continue when completed O InteliChart Patient Portal Registration 1 of 2 PIN Humber Last Name Already hawe an account Sign In Forgot your password 2010 InteliChart All Rights Reserve Qiiesti ns comments iana powered by O InteliChart Clicking the Continue button will launch the second page of the InteliChart Patient Portal Registration InteliChart Curriculum material InteliCh
6. AC CBCIDIPIt Lab results can be viewed in the Lab Tests page by clicking on View Lab Results After clicking on View Lab Results the Lab Test Result window will open Different lab results may be viewed by clicking on the page numbers at the bottom of the page amp View My Account La View My Chart 2 Print My Chart Quick Links 8 New Appointment p Refill a Medication EA View Messages E Change Password et Lab Test Results Filter abnormal test results 2 Print AIG Ratio Albumin Serum Alkaline Phosphatase S ALT SGPT AST SGOT Baso Absolute Basos Bilirubin Total BUN BUN Creatinine Ratio 4 P m Showing 1 to 10 of 54 entries numbers to move through the lab results 10 14 2008 Click on the page First Previous 10 14 2008 14 42 86 22 19 InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart IC PatientPortalUser MN Training Gd 1110mb Page 23 InteliChart Patient Portal User s Manual Mv Health Record Histories Social History can be edited in the Histories tab e Click Edit Social history Chart Summary Lab Tests Allergies Visits Immunizations Conditions Vitals Documents Dario Cool e Social History 4 Edit
7. Chart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 25 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Family History can be edited in the Histories tab Click Add a Family History Family History Relationship Tom Cool Brother Showing 1 ta 1 of 1 entries Add a Family History Relationship Conditions ls Relationship Biological Lg Add a Family History E Print Condition s Status Hypertension Active La Edit Bronchitis Active Click on the drop down button and o choose the appropriate relationship Add Another Condition NE or close Family history will be added instantly Each family history will be in a widget To add multiple Family History in the pop up click on Add Another Condition InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart IC PatientPortalUser MN Training Gd 1110mb Page 26 InteliChart Patient Portal User s Manual To make changes to Family history click
8. Edit To remove a Family history hover over the title bar of the widget and click remove To add a Past Medical History do the following on the Histories page e Click Add Past Medical History e The user will be presented with Add a Past Medical History Record pop up Provide all the required information ye Past Medical History Add a Past Medical History 2 Print Date Diagnosis Disease Procedure Physician Facility 3 Details Edit Osteopenia 3 Details Edit Showing 1to 2 of 2 entries Add a Past Medical History Record Select an tem from the list All of the following fields are optional Disease or medical conditi Cholesterol stones Disease or medical conditi Gallbladder Adenocarcinomi Disease or medical conditi view more our tem not in the list Shift Enter enim or close InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 27 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Acid a Past Medical History Record Diagnosis Date All of the following fields are optional Procedure Medical System My Health Record Allergies To add an Allergy click on the Allergies tab on the H
9. MN Training Gd 1110mb InteliChart Patient Portal User s Manual My Health Record Immunizations To add an immunization on the Immunizations page do the following e Click Add an Immunization e The user will be presented with Add an Immunization pop up Provide all possible data e Click Save Chart Summary Lab Tests Histories Allergies Visits Conditions Vitals Documents Dario Cool Ag Immunizations You don t have any immunizations on file Lal Add an Immunization Record E View My Account Las View My Chart E Print My Chart Add an Immunization Record Immunization Date Comments InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 31 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual The immunization data will be added instantly To view details of an immunization or edit a visit click Details Edit vig Immunizations Add an Immunization deh Print Date Type Sequence 21312010 DTap 1 Details Edit Showing 1to 1 of 1 entries First Previous 1 Next Last My Health Record Conditions To add a condition on the Conditions page do the followin
10. Social History KE Print Birthplace Albemarle Children Occupation Marital Status Education Level college Retired No amp View My Account La View My Chart Carbon Monoxide Detector No Activity None 8 Print My Chart Alcohol None Caffeine None Tobacco None e Edit My Social History window will open The window has four tabs General Activities Alcohol Use and Tobacco Use make any changes necessary All data is optional Edit My Social History Alcohol Use Tobacco Use Birthplace Pleasantville Occupation Enter Occupation Here oe Pee oo ee i 7 oe A e ai III my a i ee aia 220 ai a A o a aa BA Bu O Aa a Baa a ee E oe A O MI S orclose InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 24 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Edit My Social History Health fitness club member Yes Aciiviiies You dont have any activities on file Add Activity Running Additional activities can be added by clicking the Add Another Activity AA AER or close 4 2 drinks per week Last Alcohol Use 10152010 MESE or close a MEE or close e Click Save Inteli
11. ad a Document The user will be presented with Add an Document pop up Browse for and choose appropriate document e Click Save Chart Summary Lab Tests Histories Allergies Visits immunizations Conditions Vitals Daria Cool Y 2 Documents You don t have any documents on file Upload a Document Ed View My Account Add a Document Documents must be smallerthan 10 MB E Bor close The document will be added to the user s document page Chart Summary Lab Tests Histories Allergies Visits Immunizations Conditions Vitals Documents Dario Cool A Documents La Add a Document Date Uploaded v Filename Description 10 29 2010 g Test doc tif Test Document amp View My Account 3 View My Chart Showing 1 to 1 of 1 entries First Previous Next Last G Print My Chart InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 35 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Home Add A Widget Widgets on the homepage offers a quick and concise view to the user s records data such as Office visits Hospital visits Allergies Conditions Immunizations Past Medical History Family History Social History Vitals Medications Lab Tests Ap
12. art assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 2 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Users must first enter a valid email address The email address entered will be used as the user name to log into InteliChart Patient Portal from this point forward O InteliCh a r Patient Portal Registration 2 off o Welcome Email Enter email address here Confirm Email Confirm email address here Next users are prompted to enter a new password Passwords are case sensitive must be a minimum of eight characters and must contain at least one number do not start the password with a special character To confirm this new password users must re enter the password If the passwords are not consistent an error will appear prompting users to re enter the password and confirm it SOA OT Desired Password Enter new password here Confirm Password Confirm password here InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 3 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Security Quest
13. ce tab Appointments Medications Forms Insurance Statements My Health Record Accounts Cigna Name On Card Subscriber Policy ID U3675105001 Plan Copay Amount 0 00 Coverage Start Date 1 11 2009 Coverage Start Date Group Phone Cigna Name On Card Subscriber Policy ID Plan Copay Amount 0 00 Coverage Start Date 1 1 2007 Coverage Start Date 12 31 2008 Group Phone InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 17 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Message Center Messages are secured and give the ability to Write New Message view incoming messages in the Inbox tab and view outgoing messages in the Sent tab The user has the ability to send receive messages to from the practice Within Message center the user can Reply Forward and Delete a message Home Ssages Appointments Medications Forms nsurance Statements Welcome Back ta Quick Links Dario A Request an L J Refilla Regl e Appointment Bs Medication Refe Appointments li d Add to Homepage Search Messages gives the ability to search for a message with a particular text To Select Subject Message Subject Here C Aral 2 III NI IN Free text message in thi
14. e their email and or Password To change the Email and or Password do the following on the accounts page e Click on Change email and or Password essages Appointments Medications Forms insurance Statements E Rocar gt h F d at My Patient Portal Account Mita Email Address anyemail server com Last Login 10 29 2010 3 44 PM Registered User Since 10 29 2010 Change Password qe For security reasons the user will be prompted to enter their email address and their current password then login again For security reasons you must provide your username and password to continue Email Password Forgot your password InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 38 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual The user will enter the new password then confirm the new password and click Change Password Passwords cannot begin with a special character and must be between 8 and 30 characters in length and include 1 number and 1 letter New Password Enter new password Confirm New Password Confirm new password Cancel and return to the Patient Portal 2 2010 InteliChart All Rights Reserved Questions comments suggestions po
15. equired data e Click Save The visit data will be added instantly To view details of the date and time of the visit or edit a visit click Details Edit Chart Summary Lab Tests Histories m Vitals Documents Dario Cool N wt Visits Previous visits will show on this screen Click Add Visit B to provide information about addtional visits Add Visit Print Date v Reason For Visit Procedure Location zx 4 2 2009 Abn Cardiovasc Study Nos Location 562 9 Details Edit amp View My Account View My Chart 3 12 2009 Berkeley results Mixed Hyperlipidemia Location 562 8 Details Edit 2 Print My Chart 2 20 2009 Location 562 Details Edit Quick Links 10 2 2008 Routine Medical Exam Location 562 9 Details Edit EH New Appointment s Refill a Medication 9 18 2008 establish care Malaise And Fatigue Nec Location 562 Details Edit View Messages Showing 1 to 5 of 5 entries First Previous Next Last E Change Password Add a Visit x Date oo All of the following fields are optional fields Discharge Date Procedure Bhysical Exam Visit Type InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 30 IC PatientPortalUser
16. ese guidelines in mind e PIN and Last name is unique e At registration the user must provide a valid e mail address from which they currently send and receive mail e The password should be at least 8 30 characters long must contain at least one number and cannot start with a special character Do not use a commonly used word Select a unique combination of letters and numbers e Email verification is an important step to complete the registration Deactivate Account To deactivate the account please call the practice Please note that deactivating the account does not delete the account but temporarily suspends it Reactivate Account To reactivate the account please call the Practice Change Profile Picture The user can personalize their Intelichart account by adding a picture to their profile To change profile picture on the homepage do the following e Hover mouse over the profile picture and click Change Y icv A Messages Appoin Welcome Back Dario li d Add to Homepage amp View My Account La View My Chart a Print My Chart InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 5 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Click Browse and choose the
17. etails Edit E Print My Chart 10 2 2008 90 60 1496 54 25 7 62 Details Edit Quick Links 9 18 2008 100 60 149 Fa 25 6 60 8 Details Edit El New Appointment ds Refill a Medication showing 1 to 4 of 4 entries First Previous Next Last View Messages InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 33 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Automatically calculated based on your weight and height Respiration Rate ME or close e Click Save The vitals data will be added instantly To view details of a vital or edit a visit click Details Edit Date Blood Pressure Weight lbs Height BMI Heart Rate 10 29 2010 120 80 185 Bb 1 244 76 Details Edit InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 34 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual My Health Record Documents To add a document on the Documents page do the following e Click Uplo
18. g e Click Add an Condition e The user will be presented with Add an Condition pop up Provide all the required data e Click Save Chart Summary Lab Tests Histories Allergies Visits Immunizations Vitals Documents 1 Daria Cool ji Conditions You don t have any conditions on file La Add a Condition A View My Account La View My Chart 2 Print My Chart InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 32 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Add a Condition The condition data will be added instantly To view details of a condition or edit a visit click Details Edit My Health Record Vitals To add a vital on the Vitals page do the following e Click Add a Vital e The user will be presented with Add a Vital pop up Provide all the required data q qPRI a e a pree Chart Summary Lab Tests Histories Allergies Visits Immunizations Conditions EA Documents i E il x 1 Dario Cool dH Vitals Date Blood Pressure Weight Ibs Height BMI Heart Rate T 3112 2009 93 54 154 26 4 72 Details Edit El View My Account A View My Chart 2120 2009 0 0 153 6 26 4 D
19. ing Appointments ae You have no upcoming appointments but can request one below You can also ig Request a Referral Practice Carolina Family Healthcare Location Any Location Physician Any Physician Reason for vor Rark Pain x Request a Referral x Please give a brief description of the referral you are requesting Preferred Appointment Times First Choice lea Select Second Choice lel Select e Optional ms Choice lea Select Ka Optional InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 11 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Description of referral request Provide a reason for the appointment If the user does not see the appropriate reason listed please select Other and the user will be prompted to specify the reason This is required information Date and Time The user can provide three date and time choices that best fits their schedule At least one date and time is required The user can also check Next Available e Click Submit At this point the user has submitted their referral request and the Patient Portal Workgroup should have a Referral Request message in their task inbox in Nextgen When the appointmen
20. ing fields are optional Phone _ Website Preferred Pharmacy e Click Save The Pharmacy is now listed under the Pharmacies The user can also search for a pharmacy in the practice s location and then save it to the pharmacy list To make any changes to the pharmacy information click Edit The user can also search for a pharmacy by name and or zip code Find Pharmacies powered by Google Enter Pharmacy name and zip e Walgreens or CVS code then click Search Pharmacies locaton T By default we use your zip Code on file You may enter in anything you want here Search Pharmacies InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 16 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Forms The user can access and print patient registration forms from this tab These forms are read only the user will print form and complete and bring to the practice Home Messages Appointments Medications Insurance Statements My Health Record Accounts Dario Cool 2 Patient Forms Practice Registration Form On Ci m SA View My Account Insurance e Insurance policies can be viewed by clicking on the Insuran
21. ions are required fields Users must choose two different questions and supply the appropriate answer These questions and answers will become part of a user s unique profile and will ensure the security of the person accessing InteliChart Patient Portal hgt Note Click on the dropdown arrow y to access different questions In case you forget your password you will be asked one oft Secret Question 1 Select Answer Type answer here Secret Question 2 Select Answer Type answer here ollowing questions to resel your password Click on the drop down button to choose secret questions Type answers to questions in An box and then click register Once the user has finished registering they will receive a verification email Click the link in that email to complete the registration process The user now has a Patient Portal account InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart IC PatientPortalUser MN Training Gd 1110mb Page 4 InteliChart Patient Portal User s Manual The user s Patient Portal account will give the user access to a variety of Patient Portal features including Requesting Appointments Requesting Medication Refills Online Bill Payment and many more When creating an account please keep th
22. istories page e Click Add an Allergy e The user will be presented with Add an Allergy pop up Provide all the required information a Lab Tests a Immunizations Conditions Vitals Documents Dario Cool yaa Allergies A Add an Allergy f First Observed Description Reaction Severity Status No known allergies Not specified amp Details Edit amp View My Account La View My Chart Showing 1 to 1 of 1 entries First Previous Ey Next Last 2 Print My Chart InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 28 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Add an Allergy InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 29 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual My Health Record Visits To add a visit on the Visits page do the following e Click Add a Visit e The user will be presented with Add a Visit pop up Provide all the r
23. lick Reschedule e Provide all the required information while rescheduling an appointment Reason for a rescheduling this appointment Preferred Appointment Times Select the following checkbox if you would like to get an O Next Available appointment as early as possible First Choice E Time Select Second Choice E Time Select Third Choice E Time Select w Tim iht m pur KA LALI Li PON e Click Submit At this point the user has submitted their appointment reschedule request and the Patient Portal Workgroup should have an Appointment Reschedule Request message in their task inbox in Nextgen When the appointment administrator at the practice reschedules the appointment the user will receive a secure message in the message center confirming that the appointment has been rescheduled The user will receive an Email alert prompting them to check their message in the Patient Portal The appointment will be listed as an Upcoming Appointment with the rescheduled date and time InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 9 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Cancel an appointment To cancel an upcoming appointment on Appointments page do the f
24. mb InteliChart Patient Portal User s Manual e Enter all required information and click continue Make a One Time Payment mine Method WSA y VISA Me gt o Ach Enter card information Card Number lt lt lt Number Name on Card Expiration Date CVV Billing Information This address must match your card Bank statement address FirstName Dario LastName Cool Address 101 High Street Complete all required information Address2 then click Continue City MyTown State NC Zip 12345 Email your email address here Confirm Email Phone 1000000101 e Verify payment information check payment authorization box and click continue ti y Make a One Time ba ment zi gt Payment Method VISA 9999 Exp 112014 Payment Amount 0 00 Billing Address Name Dario Cool Address 101 High Street MyTown NC 12345 Email your email address here Phone 1000000101 Note that on the Statements page the user can see the date the Statement was posted and the outstanding amount in red To see the details of the Statement click on View Statement InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 20 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s
25. more than halves the risk that cancer will come back in some people with rectal ranra r a Pitrh chidv cinnacte Enirera lia DATI Note If the user does not have any upcoming appointments they will not see this link Provide all the required information while requesting an appointment InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart IC PatientPortalUser MN Training Gd 1110mb Page 7 InteliChart Patient Portal User s Manual Practice Carolina Best Physician Select Reason for your appointment Select v When did this Duin Optiona E Please add any additional information you believe will be helpful Preferred Appointment Times Select the following checkbox if you would like to get an appointment as C Next Available early as possible First Choice E Time Select x Second Choice isd Time Select w Third Choice ed Time Select 0 Submit Practice is defaulted to the practice that the user visits Physician The user can request an appointment with a preferred physician or any physician at the Practice This is required information Reason for appointment Provide a reason for the appointment If the user does not see the appropriate reason listed please select Other and they
26. ollowing e Click Cancel e Provide all the required information Cancel an Appointment x You have chosen to cancel the following appointment Monday November 15 9 00 AM with Reason for cancelling this appointment Select MT or close e Click Submit At this point the user has submitted their appointment cancellation request and the Patient Portal Workgroup should have an Appointment Cancellation Request message in their task inbox in Nextgen When the appointment administrator at the practice cancels the appointment the user will receive a secure message in the message center confirming that the appointment has been cancelled The user will receive an Email alert prompting them to check their message in the Patient Portal The appointment will be removed from Upcoming Appointment InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 10 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Request a Referral To request a referral click on Appointments tab e Click Request a Referral e The user will be presented with Request a Referral pop up Provide all the required information Appointments Medications Forms Insurance Statements My Health Record Accounts Upcom
27. photo to upload as the profile picture Then click Save Change Photo Your image must be o smallerthan 4 MB Upload a new photo The profile picture is now displayed Welcome Back Dario InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 6 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Appointments and Referrals Request an appointment Appointment requests can be made online through Patient Portal To make an appointment navigate to the Appointments page Appointments Medications Forms Insurance A Quick Links Navigate to the appointments page by Welcome Back clicking on Appointment in the toolb Dario Appointments li d Add to Homepage d View My Account You don t have any upcoming appointments La View My Chart E Request an Appointment 2 Print My Chart e Click Request an appointment Statements A Request an Refilla re Request a las Appointment RA Medication Referral My Health Record Accounts Y N i eo Statements Date Provider Balance 11 2 2010 Practice 438 0 00 MA WebMD Health via MedWorm com Short Course of Radiation Fights Rectal Cancer A short five day course of radiation therapy followed by surgery
28. pointments and Statements The widgets will show only the most recent five records data The user can see all the records in the respective pages Click the widget title link to go to the respective page or through the navigation tab on the top To add a widget on the home page do the following e Click on Add to Homepage Messages Appointments Medications Forms Insurance Statements My Health Record v Dario Request an _ Refilla Request a You don t have any statements on file ES Appointment Ra Medication Referral JO ad a M WebMD Health via MedWorm com EN Appointments i d Add to Homepage ES View My Account Solid Marriage May Ease RA Pain Being in a rock solid marriage is linked with less joint pain and better functioning among people with rheumatoid arthritis RA Source WebMD 2 Print My Chart Health You don t have any upcoming appointments La View My Chart l Request an Appointment e The user will be presented with Add widgets to my homepage pop up e Click Install this widget on the widget that the user wants to add to their home page To re arrange the widgets drag and drop using the widget title Add Widgets to My Homepage Select the items you want to appear on your homepage below Click on Install this widget to add any of these widgets to the qua Displays a list of your allergies 1d Install this widget ami Q Family History gt Disnlavs a list of vo Social History e Displays
29. s field 9 InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 18 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Make a Payment To make a payment on an outstanding statement click on the Statements tab e Click on Make a Payment Appointments Medications Forms Insurance My Health Record Accounts xl Y Statements Statement Date 11 2 2010 Balance 0 00 i Practice 438 E View Statement g Make a Payment amp View My Account Click on either View Statement or Make a Payment Choose either Full Balance or Other Amount e Click Continue Appointments Medications Forms Insurance My Health Record i y Dario Cool Make a One Time Payment Payment Amount Full Balance of 0 00 E __ Check Full balance of ___ or check 7 Other Amount Other Amount and enter the amount of payment Then click Continue El View My Account InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 19 IC PatientPortalUser MN Training Gd 1110
30. should have a Referral Appointment Reschedule Request message in their task inbox in Nextgen When the appointment administrator at the practice reschedules the referral appointment the user will receive a secure message in the message center confirming that the referral appointment has been rescheduled The user will receive an Email alert prompting them to check their message in the Patient Portal The referral appointment will be now listed as an Upcoming Appointment with the rescheduled date and time InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 13 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Medications Add a Medication The user can keep track of their prescribed medications and communicate their current and past medications with their physician through Patient Portal These medications can be either prescription drug or OTC To add a medication navigate to the Medications link in the toolbar Appointments Medications Forms insurance Statements My Health Record Accounts It is important to know that the medications listed here are your prescribed medications which may not be the medication you are actually taking in the case of generics It is also important to
31. t administrator at the practice schedules the referral appointment the user will receive a secure message in the Message center confirming the referral appointment The user will receive an Email alert prompting them to check their message in the Patient Portal The referral appointment will be now listed as an Upcoming Appointment ee Y Z No confidential information will be communicated through Email InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 12 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Reschedule a Referral Appointment To reschedule an upcoming referral appointment click on Appointments tab e Click Reschedule e The user will be presented with Reschedule an Appointment pop up Provide all the required information Reason for rescheduling this appointment Preferred Appointment Times Select the following checkbox if you would like to get an appointment as early as possible O Next Available First Choice Ea Time Select Second Choice Ea Time Select Optional Third Choice Ea Time Select 7 Optional e Click Submit At this point the user has submitted their referral appointment reschedule request and the Patient Portal Workgroup
32. t reproduce or duplicate without written permission from InteliChart Page 21 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual e To edit demographics click Edit The Demographics Edit template will open make any necessary changes then click Save Demographics Edit x Mame First Middle Last Dario James Cool Prior Last Name Preferred Name Address Address Line 1 Address Line 2 101 High Street City State Province Zip Postal Code MyTown NC 12345 Contact General Home Phone Work Phone Date of Birth 100 000 0101 10 3 1965 E es or Close To edit emergency contact click Edit The Edit Emergency Contact template will open make any necessary changes then click Save Edit Emergency Contact Name First Name Last Name Jane Cool Phone 603 555 9999 Relationship Spouse ees or close The changes to Demographics and Emergency Contact will be made instantly InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 22 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Health Record Lab Tests rr Lab Tests Date Lab Name 10 12 2008 CMP14 LP TP TSH 5
33. update these medications if there are any inaccuracies or are taking a different medication than what was prescribed Re Current Medications Past Medications E View My Account 4 Add a Medication f Print A oo EES ca Print My Char image RED YEAST RICE 600MG image ECOTRIN 81MG ella Prescribed By Maya Amodeo el Prescribed By Maya Amodeo ie l By Instructions Y 1 Instructions 1 po qd Quick Links pRequestaRenl Beat 3 Details gRequestaRenl Best R Details EH Mew Appointment ua Refill a Medication e Click on Add a Medication e The user will be presented with Add a Medication pop up Provide all the data unless otherwise marked as optional Add a Medication x Medication Name All of the following fields are optional Start Date Ed Are you currently taking this medication Select y Prescribed By Instructions A Dose Quantity Refills Medication Type Select or close e Click Save e The user s medications will be listed in the Medications field To make any changes to the medication click Edit InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 14 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Request a Medication Refill A request
34. wered by O InteliChart The password has been reset Your password has been reset You may now login with your new password by clicking the link below Return to login page v 2 2010 InteliChart All Rights Reserved Questions comments suagestions powered by O InteliChart InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 39 IC PatientPortalUser MN Training Gd 1110mb
35. will be prompted to specify the reason This is required information When did this begin Provide a date as to when the symptoms started Additional Info The user can provide more information to support their reason for appointment Date and Time The user can provide three date and time choices that best fits their schedule At least one date and time is required The user can also check Next Available e Click Submit At this point the user has submitted an appointment request and the Patient Portal Workgroup should have an Appointment Request in their task inbox in Nextgen When the appointment administrator at the practice schedules the appointment the user will receive a secure message in the message center confirming the appointment The user will receive an Email alert prompting them to check their message in the Patient Portal The appointment will be listed as an Upcoming Appointment sas e No confidential information will be communicated through Email InteliChart Curriculum material InteliChart assumes no responsibility for errors or omission and reserves the right to change this material at any time without notice Do not reproduce or duplicate without written permission from InteliChart Page 8 IC PatientPortalUser MN Training Gd 1110mb InteliChart Patient Portal User s Manual Reschedule an appointment To reschedule an upcoming appointment on Appointments page do the following e C
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