Difference between revisions of "HOWTO Activate a Patient's portal access - v6.0"

From OpenEMR Project Wiki
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(→‎Procedure: moved some stuff out of here to another page)
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'''High-Level View''' - the main steps of this process:
'''High-Level View''' - the main steps of this process:


:1. Activate portal in OpenEMR Globals: Upon logging into OpenEMR, top menu tab: Administration>Globals>Portal: add a checkmark to "Enable patient portal" field.
:1. Activate portal in OpenEMR Globals - it needs to be turned on


:2. Authorize patient in OpenEMR: This is patient-specific.
:2. Authorize patient in OpenEMR: This is patient-specific.
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== Activate portal in OpenEMR Globals==
== Activate portal in OpenEMR Globals==
This doc only discusses how to activate an individual patient's portal access but that depends on having an active portal.


The portal is part of the OpenEMR codebase which merely needs to be activated for it to be accessed on the same server as the EMR itself. As seen in the Globals portal setting, the portal is a sub-page of the EMR.
One could simply go on the main menu to 'Administration/ Globals'; on the Portal tab check the box, 'Enable patient portal' and click 'Save'.
Operating the portal with the defaults is possible but multiple details and preferences really should be selected and set before using it.
See config details in [[The OpenEMR 6.0+ Patient Portal|The OpenEMR 6.0+ Patient Portal, Overview and Staff Use]] .


Activation and selections of options occurs in (main menu:) Administration/ Globals/ Portal
[[Image:pv6-01.png]]
The individual settings:
* Enable Patient Portal - turn it on
* Patient Portal Site Address - This is the base URL of the practice's OpenEMR; the portal is a sub-site in it. Surf to this URL to log in.
* Portal Uses Server Base Path (internal) - this setting is not completely obvious. Per the OpenEMR forum, if you get a 'URL not found' when attempting to access the portal, switch the checkbox to whatever it is not.
* Enforce E-Mail in Portal Log On Dialog - require that the patient enter an email in addition to their login credentials
* Allow New Patient Registration Widget - activate the capability of patients to register themselves as patients in the practice's OpenEMR, by using the portal.
* Allow Online Appointments - let patients make appointments from the portal
* Allow Online Secure Chat - let patients communicate with clinic staff from the portal
* Allow Patient Ledger - let patients view their ledger in the portal
* Allow Online Payments - let patients make payments on account from the portal
* Allow Patients to Reset Credentials - let patients make new login credentials from the portal
* Enable Patient Portal Document Download - let patients download portal documents


== 2. Authorize patient in OpenEMR ==
== 2. Authorize patient in OpenEMR ==

Revision as of 22:33, 17 August 2021

Introduction

OpenEMR's patient portal capability has come in several configurations and been called many things over the years (and in older documentation). Currently, it is called 'The Patient Portal', or possibly the 'Native Patient Portal' to differentiate it from the 3d party portals that one might find added to OpenEMR.


The Patient Portal has received significant updates since the main v4.2 documentation and the supplemental 5.0 features. It seems about time to issue a complete re-write of the basic instructions of how to activate the portal and sign up a patient from inside OpenEMR, showing the v6.0 interface.


This doc borrows heavily from the 'Native Patient Portal' section of Patient Portal (all hail SherwinGaddis !) with some new features added.
- HTuck MI-Squared

Procedure

High-Level View - the main steps of this process:

1. Activate portal in OpenEMR Globals - it needs to be turned on
2. Authorize patient in OpenEMR: This is patient-specific.
3. Create patient login credentials


Activate portal in OpenEMR Globals

This doc only discusses how to activate an individual patient's portal access but that depends on having an active portal.

One could simply go on the main menu to 'Administration/ Globals'; on the Portal tab check the box, 'Enable patient portal' and click 'Save'. Operating the portal with the defaults is possible but multiple details and preferences really should be selected and set before using it. See config details in The OpenEMR 6.0+ Patient Portal, Overview and Staff Use .


2. Authorize patient in OpenEMR

Multiple Demographics settings must be correct for a patient to use the patient portal. Note, the starting state of patient unauthorized for the portal:


Pv6-03a.png



tab: Contact

  • Contact email and Trusted email - depending on the EMR's patch version both of these need to be provided. They may be the same.
  • Home Phone
  • Click 'Save' if changes were made


Pv6-03.png


tab: Choices

  • Allow email - YES
  • Allow Patient Portal - YES
  • Note: In order for the patient to be emailed their portal login credentials an email address needs to be set in Administration->Globals->Notifications->'Patient Reminder Sender Email' (not pictured) and the SMTP server needs to be set up. See instructions for that elsewhere.
  • Click 'Save' if changes were made


Pv6-04.png

3. Create patient login credentials

In dashboard screen:

  • The portal button has changed to 'Create Onsite Portal Credentials' (oval below)
  • Click it


Pv6-05.png



  • Note the login is a numbered variant of the trusted email username.


Pv6-06.png



  • A print dialog opens to print the credentials-- not pictured since its appearance varies by computer system.
  • Print it, or close the print dialog to see the credentials:


Pv6-07.png



At this point, you may surf to the portal URL as shown in the globals setting for 'Patient Portal Site Address ', the first image in this document.


NOTE: If using the same browser to log into the portal as you are using to create the portal account,

it would be prudent to close the EMR before trying to log into the portal.

Related documentation

Patient Use of the Patient Portal in OpenEMR v6+

The Patient Portal has some associated functionality documented elsewhere for OpenEMR v5 but still applicable to v6.