Provider Portal User Manual General Questions
Contents
1. Why fail to upload A Please check if your file satisfied the both condition e The file is less than 2MB in size e a supported document format DOC DOCX GIF JPG JPRG PDF PNG RTF TXT and XPS How follow stop following reports and appointments A You must go to Report or Scheduler tab find specific reports appointments and follow them from there They will show in the snapshot page under the Followed Items If you don t want to follow them anymore you can just select the item and click the stop following button Shared Documents Followed Items n Step following reports er appoint stop Fossing rerbs here porn Wireless Presieer Andenw Jaci A Heu Moodie Marien van Buen Thoman John Fer Unread Messages an Marien Jere ES Teu F e 7 unread messages Apni 1 I ler Shep Follawing aZ 1e 33x09 AM Test ary Newty Added Reports DSN 110000000 AM Test Gary Via D cence mb 15 2512 11 35 00 Tea Gary Misaad About Report Q How to find a specific report A The Reports tab allows user to search for specific reports in a variety of ways In the colored bar going across the top of the search results there is a radio button where the user can search through My Reports Group Reports or All Reports Each user will be linked to a referring provider and a group and this restricts the user s acces2. calendar view When you hover your mouse over any individual appointment details will show up in a box with the appointment information and status Pending requests and confirmed appointments will appear in different colors Remember that the calendar will only refresh and load new data when you perform a new search Changing the date range will not refresh the calendar E E Ti T eet nau 11 5 EE E oes Tk 1 1 1E DEXUGMCIEENN 7 TEST TERT About Message Center Q What does this message center do A The Message Center is a way for users and the staff of the practice owning the portal to communicate with each other Referring providers can communicate with the portal owning practice s staff by sending and receiving messages using the Message Center Medlnformatix users will see these messages available as they normally do through the Messages area of the application they will not have to log into the provider portal to send or receive messages How do receive and view messages A In the view below referring practices can receive messages in their inbox confirming that an appointment has been booked This message directly relates to an appointment request made by the portal user If the process for handling appointment requests as outlined in the section for the Scheduler Tab is followed as suggested then confirmation messages will be sent back to the portal us
3. you will be led to a screen with a setup similar to the one shown below We have four main tabs to work in that are all independent from each other Reports Appointments Scheduler and Message Center medinformatix E Usemane medinio amara ae Logri Priser Fota Aare medinformatix HIPAA Security Agreeenenit teen Eua anb deer bo eh oe ed reper am acea gra urea piani ag A dd gre Ey Feb nid TES n Fi andi ods oe mie nas i pads ee Te cB aeg inimi pi m FD ids Sm xccrund es cinnlonad and ocqradacncede ioa cns g pcs dice ps ooo cera Ern Fa wato s ype Ea prp o Fs abb and di ee PH ani fl Lae canendi Hin pisc pori j HH hrat nol a CHR EPIN eed eric RD Wc dar eph peeve ru and pagare i eil Fea aA es ee j rihi Deae i keuh iial mi hai fore Faby Tahi Aiia po Feo Ar by t SERS ain tid acral b LLPEERSTAND LAM OUT ALE POR ALL ACTORS AND CENTS FRO THE USE DE TEES ks eter ic mazintar 2 Click I accept the popup m window E ter Ir FT P ciate login your user name will medisforntalis show up here About Snapshot Q
4. Provider Portal User Manual Please find and then click the subject you are interested on the left Questions and answers about using this system will show with illustrations If you still have problems contact your IT staff or call support for more information please Make sure javaScript is enabled in your browser General Questions Q What is the Provider Portal What are the main features A The Provider Portal is designed for referring providers to access information regarding the patients they have referred to the practice owning the portal e Referring Providers can access reports appointment history and basic demographic related to patients e Appointment requests can be created and sent to the practice owning the portal Once scheduled a confirmation message comes back to the requesting user showing that their requested appointment has been scheduled Scheduled appointments will also show on a calendar e Aninteractive messaging tool is available so that referring providers can communicate with staff of the practice owning the portal Q How to login the system A An Admin user of the portal should be able to provide two things before logging into the portal a username password and a web address to access the portal After you enter in your username and password you will be prompted to accept a HIPAA Security Agreement This will display at every login and you will have to click the I Accept option Once logged in
5. What is this Snapshot for A The Snapshot as the first screen to see after every time you login it provides you a brief view and control of thing happening here It is also the only place to access our upload wizard Here is a list of things you can do here Check and view details of all your pending appointment requests Upload patient files to image box Get new message notification View reports that are newly added See today s appointment Check all followed reports and appointments Stop following selected reports and appointments You can always update the view by clicking the refresh button on top right LE un B e PORTA LI ELTE tiie ee ASE 27 Click for appointment request detail Refresh the view Pee en ey PIH i nea iibi nal i 1 UET Ekara E LL mi B wm LER mrp Agee Menr Gee mier Poop eT ee a La ee Pe Unread weer Meee Besse ee Peg Mass T rral ariran m ue uem rs ee JIETTE XD A rade agaa EOD Al E L Pstecihppocsrtmert par ad Tr dg Sas i Lam h ee How do I upload files A If you click on the Upload Wiza
6. chedulers Ic ermplelt eae appoinirmant Foecquest Summary Vrbe rt 4 t Phone 123001 5 WHE 2090871 Bele LS 1 Hrm 1 ey 1 1 IY napi Fara vis 5 How to find a specific appointment A On the top there is a search box with arrow on the right side If you type the patient name into the box and click the search button a basic search is performed For an advanced search you can click on the small arrow to display more options in the dropdown The radio buttons on the top allow you to search through My Appointments Group Appointments or All Appointments To the left you can search for appointments through This Week Tomorrow Today and Last Week Apnpomitmnat Lit Last rimas tia onm Tea 12 25 98 AM s 1 il et 1 Dis Shade Hebel I L j Mik b i Vr eee Teig 05 2500 EL iid How to view appointments A Expanding on a search result in the Appointment tab will open the same view as it did in the Reports tab The only difference is that it defaults to show appointment information If you were to expand on the same patient in the Appointments and Reports tab you would have access to the same list of appointments and reports You can also click on the third button near the top of the screen with a calendar and magnifying glass icon to switch to
7. er showing that appointment requests have been scheduled Unread Messages You have 1 unread messages Message Center El ux iis CENTER medinformatix Massage List Arches Maread lel poeta Apmgcantrrent Mary Flagged UE sechived Seni Search Message T s L Hine LE Sio CONTE medinformatix Vues Ling Arzbnm E meake Appare Coa Brrr Eley 15 2 IT temet Coa frre Waited he bares Barret TE Fi Frater 59 Agee bees eee Pore OD dirchived Frederic Appa bees p 44 Pup Boii Search How do send new messages A Clicking the compose message icon will open a window where the user can type a message to designate staff of the company that owns the portal When you choose the receiver the dropdown list includes individuals and groups If you send a message to a group every individual in the group will see your message LE iit derit medinformatix Compete F Hew Dear eri Ta uberi denm Iht e Tabii m Flagged D Archives ent Search basrage
8. ians to request appointments and check the status on their appointment requests Referring practices can use this tab simply to request and appointment for their patient to be seen at the practice who hosts the portal First you will need to type the patient s full name You then have the option to click the auto button which will display a list of relevant patients and their demographic information Once you have selected a patient his her demographic information will be automatically filled into the form Appointment Request Window is a required field Field Description Patient Last Enter the patient s last name Patient First Enter the patient s first name Patient Phone Enter the patient s phone number Patient DOB Enter the patient s date of birth Reason ICD 9 The diagnosis of the patient that is related to the referral Study The requested appointment reason or procedure to be performed Referral Last Referral First Name Enter the refering provider s last name Enter in the referring provider s first name Office Phone Enter in the phone number forthe refemng provider Preauthorization Enter any preauthonzation numbers or information special Motes Any other information to be communicated can be added in this field Appointment Stat Check offthis box to mark this appointment as a STAT When you click the auto button at the end of Study field you will be able to select study from a list afte
9. imize or close the report When a report is minimized a bar will appear at the bottom of your view that will hold that minimized document Multiple reports can be minimized at once Clear m Group Dummy Test 12 11 1953 lnsuram Paten Appeointmerni History 16 909 12 09 DD Exam Compl LATS TEORI Fight Shoulder Coriri Compl 151908 12 06 06 Abdo Of anki FH af abdomen Def 1 03 Ma 1 4 Sodium in proi Report Lisi j East rame test j View COD here Dureny Feet VSS HOP OH i ngrirezy Demi hppeesUTers5th Pole Bee Click file icon for report view ah eT VETE YEN DOSE ELI Tesi EL hat ir WE Mezp VER Iud dos VER Cong Te rrr E Ax ker Tesi un niecdinformatix in DEF B ma bx IUEN PEI PTEE ETET mE pP HIR Breer EEDEN EIE CIUSDCOARL SRS Sa GH Fejn Tha5h pare Lbs 3Ab peter Sei y Ball ley AFFRIVER BSI Bridget rADMIMMe r LYM 3 34 P Minimized reports will always show at the bottom Jeanne DEXA Uxa Dual Energy Bone Mineral Densitometry COD a TEST 2 1 Praveen Maatiagios About Appointment Q How to schedule an appointment A The Scheduler tab is used as a way for referring physic
10. nd broaden the criteria if necessary Q How to view and sort the search results A Search results will display in a list showing specific information regarding the report and appointment reason Each column heading can be clicked on to sort the results in an ascending or descending manner Clicking the icon with two green boxes will launch the report in a new window When clicking on the plus symbol on an item a section will open up three tabs where you will be able to see all reports all appointments and insurance information related to that patient The patient s basic demographic will display just above the three tabs Name DOB Phone number Address ccna L f EIU aL nuidielornmatix Wee Filters to see more accurate results u Tees FERH Lak TFE Rept List i lapi name esit Ahha buti o ru RI Espesrt depres recy Pabari peer Expend the section by click on p ER E a kuti s Tee team DEKA Dal Erg aeu Mna aTh i Cial Ereirgg Bana uad apap rer ny Bg o Q How to view reports A When viewing search results there will be an icon in the last column that looks like a document By clicking this icon you can launch the report tied to the appointment Documents will appear in a window that displays in front of the portal Users will be able to print save zoom min
11. r you choose the facility and department This also supports choosing multiple reasons and you can easily remove any by click the close button of each item If you didn t find any reason you want you can directly type in the filed too lt 2 Use guto fill LANT Am Facity TEST Depariment TEST l Ule aban REASON TIME bdomen 051 s RT 65 Technebu ED Col ES ICi Techevetium 991 150 CI Techaetium 99 150 TL echieaetem Tih 15 0 150 For the referral filed you can either manually type the name or select from list by click the auto button at next to the field If you select from the list the office phone filed will be automatically filled in Use auteo fill PEST LATI How to confirm an appointment is scheduled A Once an appointment request has been submitted a confirmation window will appear showing the information entered in regarding the appointment Please note that there is a print icon in the top right corner that can be clicked to print the confirmation sheet If you go to the appointment list which is the second button on top left you should see your request shows under this week Or you can perform a search at the top by typing patient last first name Request for Appointment Fopquagi Edi basan Four pasen will be by oar s
12. rd button from snapshot you will see the upload screen You will need to fill information like patient last first name referral and office phone before you attach files There are two button named auto after each section which is a new convenient feature allow you to select patient and referral from list dh Shared documeats asd be leas tas sine Supported dorust formals are DOC DOCX GIF JPG JPRG POR amd EPS Patent Using auto fill pubes nd acer in pests inpuledz name LASS Vin ADORE SS oy ETATE An PILES 12 IET BD Cis DH EAN 1 TETI i ee Phang Upload Documant Upload Herian Once you attached a file it will show up in the upload document list By clicking the start button the file will be uploaded immediately You can click on the thumbnail of the file when the uploading is completed to download or view the file Uploaded files will also shows under the history tab You can also attach multiple files and upload together Upload Documeen T Lipton 8 Ingin agre s png E 1 4 Li ius Must click Start button to start upload You can view all past uploads Shared Docunmsenti 5T TEST Priorum res snam Login pag 2 Lighthowna ip3 a Xn Eram al Gn rr a James Bo ews
13. s to My Reports and Group Reports The linkage of both the referring provider and groups are managed by an Admin user The All Reports radio button allows the user to search across all data and pays no attention to the settings tied to the user account To the right of the radio buttons are four available options to search through reports based on a specific timeframe Each of these options will pull all available reports for today yesterday the last week or the last month in one click The arrow in the search box will trigger a dropdown which will allow you to search through reports across several different criteria At least one field must be field out or a complete date range in order for the search to perform You can also use as regular search box by just typing keywords in the field follow by clicking the search button Em t Pow mediaformatix 7 Advance search dropdown box ihn E Ibm eri Virg Lan 3 muc to dicati raperte For a few fields we have added formatting parameters in light grey color that appears upon expanding If the formatting for these fields is not followed you will receive an error message These are the fields with their required formatting e last Four SSN xxxx e Phone xxxxxxxxxx numbers only e Date of Birth mm dd yyyy Important Please be aware that performing very broad searches are not recommended We suggest that you start your searches with narrow criteria a
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