Onsite Patient Portal:
1. To turn the portal on, toggle on Administration
->Globals->Connectors->'Enable Onsite Patient Portal'
2. Set the portal web address at Administration->Globals
->Connectors->'Onsite Patient Portal Site Address'
(this address is the links that gets emailed to
patients)
3. Portal is at openemr/patients/ directory
4. To authorize a patient to use portals, need to
set the following demographic entry to 'YES':
Demographics->Choices->'Allow Patient Portal'.
To allow emailing of the portal login
credentials to the patient also need to
set an email address in the patient
demographics and need to set the following
demographic entry to 'YES': Demographics
->Choices->'Allow Email'.
5. Patient portal login credentials for patients can
be created/reset in the patient summary screen
at the 'Create/Reset Onsite Portal Credentials'
button (button is located at the top of the summary
screen).
6. When click 'Save' in the portal login credentials
screen, it will email the credentials to the patient
and the credentials can also be printed out.
(note that for email to work, patient needs to 1) ok email
in demographics->choices, 2) have a email address entered
in demographics, 3) an email address needs to
be set in Administration->GLobals->Notifications
->'Patient Reminder Sender Email' )
7. When a patient logs into the portal for the first
time (or after credentials are reset), the patient
will be forced to set another password.
8. Portal features include the following:
- Display of CCR and CCD reports.
- Display of Labs
- Display of Medications
- Display of Allergies
- Display of Appointments
TODO:
-Test the emailing functionality
-The appointment settting feature by the patient is not
yet ready. The find appt and find open slot scripts
are still buggy and the extraneous stuff needs to be
removed. When these scripts are ready, can then place
the following global in Administration->Globals to turn
on this feature: Administration->Globals->Connectors
->'Allow Patient Modification of Appointments'. Will
also need to add following to the openemr_postcalendar_categories
able, pc_catname column: Office Visit (Patient Scheduled)
Main Author: Cassian LUP <cassi.lup@gmail.com>
Contributing Authors: bradymiller
zhhealthcare
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