Difference between revisions of "The OpenEMR 6.0+ Patient Portal"

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<div style="text-align:center;">'''The Patient Portal in OpenEMR v6+'''</div>
= Introduction =
= Introduction =


This is an overview of the Patient Portal as upgraded and presented in OpenEMR v6.0+. It's a complete re-write and expansion of the v5+ document found here
This is an overview of the Patient Portal as upgraded and presented in OpenEMR v6.0+. It's a complete re-write and expansion of the v5+ document found >> [[Patient_Portal|here]] << which may be referred to for some background, but keep in mind that details of many features have changed.
 
https://www.open-emr.org/wiki/index.php/Patient_Portal
 
which may be referred to for some background, but keep in mind that details of many features have changed.




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- HTuck MI-Squared
- HTuck MI-Squared


= High Level View Of This Document =
= High Level View Of This Document =
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# EMR content used in portal
# EMR content used in portal
# Where Portal content appears in EMR
# Where Portal content appears in EMR




= Patient Use Of The Portal =
= Patient Use Of The Portal =


The patient use of the portal can begin in either of two ways:# Before physically visiting the office, they may self- register as a patient of the practice
The patient use of the portal can begin in either of two ways:
# When practice staff create a portal account for them and give them their login credentials. If they self- register the patient's initial use of the portal is limited to entering their registration information.
# Before physically visiting the office, they may self- register as a patient of the practice.  If they self- register they may read any introductory materials and submit preliminary forms to the clinic staff before their first visit.
 
# When practice staff create a portal account for them and give them their login credentials.
 


Actual interaction with the portal will not be permitted until staff authorize their account.
Actual interaction with the portal will not be permitted until staff authorize their account.




Line 52: Line 37:




Patient self- registration is documented in [[HOWTO: Patient self-registration in the Native Patient Portal|HOWTO: Patient self-registration in the Patient Portal, OpenEMR v6.0+]].  
Patient self- registration in the OpenEMR v6.0.x portal is documented in [[HOWTO: Patient self-registration in the Native Patient Portal|HOWTO: Patient self-registration in the Patient Portal, OpenEMR v6.0+]].<br>
 
:Look here for [[HOWTO:_Patient_self-registration_in_the_Native_Patient_Portal_v6.1|self-registration in Portal v6.1]]


== Patient Operations Available In The Portal ==
== Patient Operations Available In The Portal ==


The patient's interface in the portal consists of controls which allow for:* Communication with the practice staff via:
The patient's interface in the portal consists of controls which allow for:
** Secure Messaging
* Communication with the practice staff via:
** Secure Messaging (think 'email')
** Secure Chat
** Secure Chat
* Profile - Read- only view of their patient demographics
* Profile - Read- only view of their patient demographics
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* Signature on file - maintain electronic signature used for e-signing documents
* Signature on file - maintain electronic signature used for e-signing documents


 
See these detailed in [[Patient Use of the Patient Portal in OpenEMR v6+]]
 
 
 
Once the patient has portal access, the operations available to them are extensive. See them detailed in [[Patient Use of the Patient Portal in OpenEMR v6+]]
 


= Staff Interactions With The Portal =
= Staff Interactions With The Portal =


Staff use of the Portal functionalities is conducted from the EMR.
Staff use of the Portal functionalities is conducted from the EMR.


Fundamentally, the EMR and patient portal interact in four ways:* static information from the EMR is displayed in the portal, e.g., patient Demographics from the EMR appears in the patient's portal Profile
Fundamentally, the EMR and patient portal interact in four ways:
* static information from the EMR is displayed in the portal, e.g., patient Demographics from the EMR appears in the patient's portal Profile
* patient submits content to portal for staff to approve and incorporate into their EMR record
* patient submits content to portal for staff to approve and incorporate into their EMR record
* staff makes documents in the patient's EMR record accessible in their portal account.
* staff makes documents in the patient's EMR record accessible in their portal account.
* 2- way messaging between patient in the portal and staff in the EMR.
* 2- way messaging between patient in the portal and staff in the EMR.


== Portal- Related Staff Tasks ==
Staff workflows are described in [[Staff Use of the patient Portal]] unless otherwise noted.


 
::'''''If you are logged into your OpenEMR instance and attempt to log into your portal from the same browser you will get cookie- conflict errors.<br>
 
:::To prevent that, open the portal in a different browser.'''''
 
'''NOTE: '''If a task or capability mentioned below is not linked to any other external document, details will be given in [[Staff Use of the patient Portal]]
 
== Portal- Related Staff Tasks ==


=== Activate the portal  ===
=== Activate the portal  ===
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The Patient Portal is a distinct website that is included in the codebase of OpenEMR - Community Edition, and is served from the same host as the OpenEMR instance it is associated with. The portal interacts with the same database as its associated OpenEMR but only allows patient logins; staff access to its functions is carried out through the EMR.
The Patient Portal is a distinct website that is included in the codebase of OpenEMR - Community Edition, and is served from the same host as the OpenEMR instance it is associated with. The portal interacts with the same database as its associated OpenEMR but only allows patient logins; staff access to its functions is carried out through the EMR.


 
See the details in [[HOWTO: Activate the Patient Portal v6.0+]]
It must be activated and configured in Global Settings in 2 tabs: Portal and Notifications. See [[Staff Use of the Patient Portal]], section 'Activate the Portal', for details.
 
 
 
 
'''''When logging into the portal for testing, it may prevent browser errors to have logged out of the OpenEMR instance, or to log in from a different computer than the one that has the EMR open in it.'''''


=== Configure An EMR User For Portal Access ===
=== Configure An EMR User For Portal Access ===


OpenEMR v6+ now requires that users be specifically authorized in their EMR user profile by an Administrator- privileged user to interact with the portal. This prevents the entire roster of a practice's users from appearing as potential addressees in the portal messaging system.
OpenEMR v6+ now requires that clinic staff EMR users be specifically authorized in their EMR user profile by an Administrator- privileged user to interact with the portal. This prevents the entire roster of a practice's users from appearing as potential addressees in the portal messaging system. For details see [[Staff Use of the patient Portal]]
 
[[Image:ProfilePortalCkbx.png|right|top]]
 
 
 
 
 
 
As far as access permissions (ACLs) are concerned, by default only OpenEMR Administrators have the 'Patient Portal' ACL assigned, to configure and administer the Portal. That capability may be given to other ACL groups if desired.
 
 
 
 
 
 
 
 
 
 
 
 
 


=== Authorize A Patient To Use The Portal ===
=== Authorize A Patient To Use The Portal ===


A patient may log in and actually use their portal account only after being authorized by practice staff from within the EMR. The staff authorization workflow is documented here: [[HOWTO Activate a Patient's portal access - v6.0|HOWTO: Activate a Patient's portal access - v6.0+]]
A patient's portal account may be created and authorized by practice staff from within the EMR. The staff authorization workflow is documented here: [[HOWTO Activate a Patient's portal access - v6.0|HOWTO: Activate a Patient's portal access - v6.0+]]


=== Upload Documents to Portal Account ===


Files of most formats may be uploaded to a patient's portal account where they may be downloaded into the patient's possession.  See details in the Staff Use page, [[Staff_Use_of_the_patient_Portal#Upload_patient_documents_to_their_portal_account|Upload patient documents to their portal account]]


=== Process Appointment Requests ===
A designated Staff must confirm appointments requested by a patient through the portal.  As seen in [[Staff Use of the patient Portal#Approve_A_Patient.27s_Portal_Self-Registration|Approve A Patient's Portal Self-Registration]]


== The Portal Dashboard  ==
== The Portal Dashboard  ==


 
[[Image:portalDash.png|top]]<br>
[[Image:portalDash.png|top]]
The Portal dashboard, located on the main menu at 'Miscellaneous/ Portal Dashboard', provides a host of functions and is the primary access point to working with and through the portal from within OpenEMR.
The Portal dashboard, located on the main menu at 'Miscellaneous/ Portal Dashboard', provides a host of functions and is the primary access point to working with and through the portal from within OpenEMR.


* '''Templates''' - Building document templates for both Portal and EMR use
* '''Templates''' - Building document templates for both Portal and EMR use
* '''Audit Changes''' - 'Audits' are the general term for any incoming traffic that patients submit to the practice through the portal. They must be reviewed before being added to the patient's record.
* '''Audit Changes''' - 'Audits' are the general term for any incoming traffic that patients submit to the practice through the portal. They must be reviewed before being added to the patient's record.
* '''Patient Mail , Patient Chat''' - Secure messaging via email and chat between staff in the EMR and patients in the Portal
* '''Patient Mail''' and '''Patient Chat''' - Secure messaging via email and chat between staff in the EMR and patients in the Portal
* '''User Signature''' - Managing e-Signatures
* '''User Signature''' - Managing authorized staff e-Signatures
* Taking Payments from portal - Not activated by default<br/>
 
 
Dashboard capabilities and workflows are documented in [[The Dashboard]]


Dashboard capabilities and workflows are documented in [[The Portal Dashboard]]


== LBFs For The Portal  ==
== LBFs For The Portal  ==


In addition to the document templates described in [[The Dashboard]] page, Layout Based Forms (LBFs, formerly 'Layout Based Visit Forms, AKA 'LBV Forms') are also now able to be used as document templates for use in the portal. One must be familiar with building LBFs to make use of this; see these wiki pages:
In addition to the document templates described in [[The Portal Dashboard]] page, Layout Based Forms (LBFs, formerly 'Layout Based Visit Forms, AKA 'LBV Forms') are also now able to be used as document templates for use in the portal. One must be familiar with building LBFs to make use of this; see these wiki pages:
 
 
[https://www.open-emr.org/wiki/index.php/LBV_Forms https://www.open-emr.org/wiki/index.php/LBV_Forms]


Older tutorial for making LBFs but much good information
Older tutorial for making LBFs but much good information
:[https://www.open-emr.org/wiki/index.php/LBV_Forms https://www.open-emr.org/wiki/index.php/LBV_Forms]


[https://www.open-emr.org/wiki/index.php/Sample_Layout_Based_Visit_Form https://www.open-emr.org/wiki/index.php/Sample_Layout_Based_Visit_Form]


Supplement to the LBV Forms page with practical usage examples
Supplement to the LBV Forms page with practical usage examples
:[https://www.open-emr.org/wiki/index.php/Sample_Layout_Based_Visit_Form https://www.open-emr.org/wiki/index.php/Sample_Layout_Based_Visit_Form]




LBFs as made for the Portal are exhaustively discussed in this forum thread:
LBFs as made for the Portal are exhaustively discussed in this forum thread:
 
:[https://community.open-emr.org/t/implementation-of-lbf-visit-forms-in-onsite-portal/15225/11 https://community.open-emr.org/t/implementation-of-lbf-visit-forms-in-onsite-portal/15225/11]
[https://community.open-emr.org/t/implementation-of-lbf-visit-forms-in-onsite-portal/15225/11 https://community.open-emr.org/t/implementation-of-lbf-visit-forms-in-onsite-portal/15225/11]
 
Other matters are also shown on that page, so it must be read carefully.
Other matters are also shown on that page, so it must be read carefully.


= EMR Content Used In The Portal =
= EMR Content Used In The Portal =


 
Several types of information contained in a patient's EMR record are displayed in the portal.
 
* Demographics - Once the patient's portal account is created or approved by staff, their demographics and insurance information held in the patient's EMR record are displayed in the Portal.  The patient may submit through the portal, changes in these items which must be approved by Staff. <br/>
Several types of information contained in a patient's EMR record are displayed in the portal.* Demographics - Once the patient's portal account is created by staff, any demographics and insurance information held in the patient's EMR record are displayed in the Portal. <br/>'''''The EMR's Demographics layout creator can be configured to assign any datum as 'exclude in portal' so that it does not appear there.'''''
'''''The EMR's Demographics layout creator can be configured to assign any datum as 'exclude in portal' so that it does not appear there.'''''
* Insurance - can be filled in during patient self- registration and is visible read- only in their portal Profile screen
* Insurance - can be filled in during patient self- registration and is visible read- only in their portal Profile screen
* Medical Record Dashboard - multiple items from here are shown in the portal.
* Medical Record Dashboard - multiple items from here are shown in the portal.




[[Image:MedRecDash.png]]


[[Image:MedRecDash.png]]




*
** History - does not appear in profile
** History - does not appear in profile
*
** Report - CCRs/ CCDs etc that are generated by the patient record Dashboard's 'Report' screen can also be generated in the Portal's 'Reports' screen<br/>
** Report - CCRs/ CCDs etc that are generated by the patient record Dashboard's 'Report' screen can also be generated in the Portal's 'Reports' screen<br/>
** Documents - content may be stored here that the patient can download from the portal.
** Documents - content may be stored here that the patient can download from the portal.
** Issues - their 'Issues' list items (allergies, medical problems, etc) appear in the portal's 'My Dashboard' screen, but read- only.
** Issues - their 'Issues' list items (allergies, medical problems, etc) appear in the portal's 'My Dashboard' screen, but read- only.
** Ledger - seen in the portal's 'Accountings' screen
** Ledger - seen in the portal's 'Accountings' screen
* Calendar - the patient's scheduled appointments can be viewed in the portal 's 'Appointment' page
* Calendar - the patient's scheduled appointments can be viewed in the portal 's 'Appointment' page
* Templates - as managed by the Portal Dashboard, documents can be created in the EMR and made available for use in the patient's Portal account Document Center<br/>
* Templates - as managed by the Portal Dashboard, documents that are used in the EMR can also be made available for use in the patient's Portal account Document Center<br/>
 


= Where Portal Content Appears In The EMR =
= Where Portal Content Appears In The EMR =


Should review the wiki page, [[Patient Use of the Patient Portal in OpenEMR v6+]] for the screens described here.
Review the wiki page, [[Patient Use of the Patient Portal in OpenEMR v6+]] for the screens described here.




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|-
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The OpenEMR Forum has many, many posts relating to the Patient Portal, and some of the threads serve as the primary references for the information presented here.
The OpenEMR Forum has many, many posts relating to the Patient Portal, and some of the threads serve as the primary references for the information presented here.


Because of that, if you have questions not answered by this document it's always a good idea to go to the forum and simply search on 'portal' .


Because of that, if you have questions not answered by this document it's always a good idea to go to
Or just click this link; it has the search for the most recent portal posts:
 
https://community.open-emr.org/search?q=patient%20portal%20order%3Alatest
https://community.open-emr.org/
 
and simply search on 'portal' .
 


This really is a very large and complex topic and I'd be surprised if I didn't miss something. If you see any portal- related information that is not either described or linked to in this document please do let me know and I will include it!
This really is a very large and complex topic and I'd be surprised if I didn't miss something. If you see any portal- related information that is not either described or linked to in this document please do let me know and I will include it!
Line 267: Line 198:
External links:
External links:


Detailed discussion of several portal upgrades, a few of which were not released in OpenEMR:<br>
[https://community.open-emr.org/t/notable-patient-portal-usage-changes/13021/2 https://community.open-emr.org/t/notable-patient-portal-usage-changes/13021/2]
[https://community.open-emr.org/t/notable-patient-portal-usage-changes/13021/2 https://community.open-emr.org/t/notable-patient-portal-usage-changes/13021/2]


Detailed discussion of several portal upgrades, a few of which were not released in OpenEMR


An upgrade to the portal templates for 6.04 and 6.1:<br>
https://community.open-emr.org/t/newly-revamped-patient-portal-v6-0-4-and-future-v6-1-0/17776/8


... and another:<br>
https://community.open-emr.org/t/new-portal-patch-v6-0-4-and-v6-1-0/17781/23
SJP's original post about the first wave of template improvements:<br>
https://community.open-emr.org/t/adding-patient-portal-document-templates-to-openemr-patient-documents/12141
All about document templates including LBFs, for the portal and the EMR:<br>
https://community.open-emr.org/t/patient-documents-for-portal-and-staff-rework/16303
https://community.open-emr.org/t/patient-documents-for-portal-and-staff-rework/16303
All about document templates including LBFs, for the portal and the EMR.




the SMTP config forum post in section, 'Activate the Portal':<br>
[https://community.open-emr.org/t/portal-self-registration/15866/5 https://community.open-emr.org/t/portal-self-registration/15866/5]
[https://community.open-emr.org/t/portal-self-registration/15866/5 https://community.open-emr.org/t/portal-self-registration/15866/5]
the SMTP config forum post in section, 'Activate the Portal'

Latest revision as of 18:36, 27 January 2023

Introduction

This is an overview of the Patient Portal as upgraded and presented in OpenEMR v6.0+. It's a complete re-write and expansion of the v5+ document found >> here << which may be referred to for some background, but keep in mind that details of many features have changed.


Previous versions of OpenEMR supported multiple portals but as of v 6.0+ the portal formerly known as 'Native Patient Portal' has now become the only 'Patient Portal'.


This document links to multiple external wiki pages that detail specific portal- related operations such as patient self- registration, creating document templates etc. While some of those documents were written for OpenEMR v5+ they still apply as of this writing, though perhaps with some changes noted in this document.


See the Conclusion of this doc for links to external references, mostly OpenEMR forum posts and threads which contain in- depth discussions of various portal features.


- HTuck MI-Squared

High Level View Of This Document

  1. Patient use of the portal - logging in, messaging the staff, filling out documents etc
  2. Staff use of the portal - configuring staff and authorizing patient use, activities available etc
  3. EMR content used in portal
  4. Where Portal content appears in EMR


Patient Use Of The Portal

The patient use of the portal can begin in either of two ways:

  1. Before physically visiting the office, they may self- register as a patient of the practice. If they self- register they may read any introductory materials and submit preliminary forms to the clinic staff before their first visit.
  2. When practice staff create a portal account for them and give them their login credentials.

Actual interaction with the portal will not be permitted until staff authorize their account.


Patient Self- Registration

A patient may access the portal and create a preliminary patient record in the practice's OpenEMR without having to physically visit the office. Self- registration fills the EMR record with demographics information provided by the patient. Staff reviews the entries and authorizes the account, sending portal login credentials to the patient with which the patient can then interact with all the features of the portal.


Patient self- registration in the OpenEMR v6.0.x portal is documented in HOWTO: Patient self-registration in the Patient Portal, OpenEMR v6.0+.

Look here for self-registration in Portal v6.1

Patient Operations Available In The Portal

The patient's interface in the portal consists of controls which allow for:

  • Communication with the practice staff via:
    • Secure Messaging (think 'email')
    • Secure Chat
  • Profile - Read- only view of their patient demographics
  • Lists - Read- only view of their health issues
  • Document Center - fill out documents and forms such as privacy agreements, consents, medical history forms, etc.
  • Appointments - request appointments on the practice's schedule
  • Accountings - tend to fianancial matters such as view their Patient Ledger, make payments on account, etc
  • Reports - download information from their record such as lab reports and CCRs
  • Signature on file - maintain electronic signature used for e-signing documents

See these detailed in Patient Use of the Patient Portal in OpenEMR v6+

Staff Interactions With The Portal

Staff use of the Portal functionalities is conducted from the EMR.

Fundamentally, the EMR and patient portal interact in four ways:

  • static information from the EMR is displayed in the portal, e.g., patient Demographics from the EMR appears in the patient's portal Profile
  • patient submits content to portal for staff to approve and incorporate into their EMR record
  • staff makes documents in the patient's EMR record accessible in their portal account.
  • 2- way messaging between patient in the portal and staff in the EMR.

Portal- Related Staff Tasks

Staff workflows are described in Staff Use of the patient Portal unless otherwise noted.

If you are logged into your OpenEMR instance and attempt to log into your portal from the same browser you will get cookie- conflict errors.
To prevent that, open the portal in a different browser.

Activate the portal

The Patient Portal is a distinct website that is included in the codebase of OpenEMR - Community Edition, and is served from the same host as the OpenEMR instance it is associated with. The portal interacts with the same database as its associated OpenEMR but only allows patient logins; staff access to its functions is carried out through the EMR.

See the details in HOWTO: Activate the Patient Portal v6.0+

Configure An EMR User For Portal Access

OpenEMR v6+ now requires that clinic staff EMR users be specifically authorized in their EMR user profile by an Administrator- privileged user to interact with the portal. This prevents the entire roster of a practice's users from appearing as potential addressees in the portal messaging system. For details see Staff Use of the patient Portal

Authorize A Patient To Use The Portal

A patient's portal account may be created and authorized by practice staff from within the EMR. The staff authorization workflow is documented here: HOWTO: Activate a Patient's portal access - v6.0+

Upload Documents to Portal Account

Files of most formats may be uploaded to a patient's portal account where they may be downloaded into the patient's possession. See details in the Staff Use page, Upload patient documents to their portal account

Process Appointment Requests

A designated Staff must confirm appointments requested by a patient through the portal. As seen in Approve A Patient's Portal Self-Registration

The Portal Dashboard

PortalDash.png
The Portal dashboard, located on the main menu at 'Miscellaneous/ Portal Dashboard', provides a host of functions and is the primary access point to working with and through the portal from within OpenEMR.

  • Templates - Building document templates for both Portal and EMR use
  • Audit Changes - 'Audits' are the general term for any incoming traffic that patients submit to the practice through the portal. They must be reviewed before being added to the patient's record.
  • Patient Mail and Patient Chat - Secure messaging via email and chat between staff in the EMR and patients in the Portal
  • User Signature - Managing authorized staff e-Signatures

Dashboard capabilities and workflows are documented in The Portal Dashboard

LBFs For The Portal

In addition to the document templates described in The Portal Dashboard page, Layout Based Forms (LBFs, formerly 'Layout Based Visit Forms, AKA 'LBV Forms') are also now able to be used as document templates for use in the portal. One must be familiar with building LBFs to make use of this; see these wiki pages:

Older tutorial for making LBFs but much good information

https://www.open-emr.org/wiki/index.php/LBV_Forms


Supplement to the LBV Forms page with practical usage examples

https://www.open-emr.org/wiki/index.php/Sample_Layout_Based_Visit_Form


LBFs as made for the Portal are exhaustively discussed in this forum thread:

https://community.open-emr.org/t/implementation-of-lbf-visit-forms-in-onsite-portal/15225/11

Other matters are also shown on that page, so it must be read carefully.

EMR Content Used In The Portal

Several types of information contained in a patient's EMR record are displayed in the portal.

  • Demographics - Once the patient's portal account is created or approved by staff, their demographics and insurance information held in the patient's EMR record are displayed in the Portal. The patient may submit through the portal, changes in these items which must be approved by Staff.

The EMR's Demographics layout creator can be configured to assign any datum as 'exclude in portal' so that it does not appear there.

  • Insurance - can be filled in during patient self- registration and is visible read- only in their portal Profile screen
  • Medical Record Dashboard - multiple items from here are shown in the portal.


MedRecDash.png


    • History - does not appear in profile
    • Report - CCRs/ CCDs etc that are generated by the patient record Dashboard's 'Report' screen can also be generated in the Portal's 'Reports' screen
    • Documents - content may be stored here that the patient can download from the portal.
    • Issues - their 'Issues' list items (allergies, medical problems, etc) appear in the portal's 'My Dashboard' screen, but read- only.
    • Ledger - seen in the portal's 'Accountings' screen
  • Calendar - the patient's scheduled appointments can be viewed in the portal 's 'Appointment' page
  • Templates - as managed by the Portal Dashboard, documents that are used in the EMR can also be made available for use in the patient's Portal account Document Center

Where Portal Content Appears In The EMR

Review the wiki page, Patient Use of the Patient Portal in OpenEMR v6+ for the screens described here.


In the Portal, this content appears in the EMR here:
The Patient Communications widget Portal Dashboard's 'Patient Mail' and 'Patient Chat'
Profile Demographics; insurance policies
Lists Patient record Dashboard: Issues
Document Center Portal Dashboard's Templates
Appointments the Calendar schedule of the requested provider
Accountings Patient record Dashboard: Ledger

Also, accepting online payments, if configured

Secure Chat / Secure Messaging Portal Dashboard's 'Patient Mail' and 'Patient Chat'
Signature on File Portal Dashboard's 'User Signature'


Conclusion

The OpenEMR Forum has many, many posts relating to the Patient Portal, and some of the threads serve as the primary references for the information presented here.

Because of that, if you have questions not answered by this document it's always a good idea to go to the forum and simply search on 'portal' .

Or just click this link; it has the search for the most recent portal posts: https://community.open-emr.org/search?q=patient%20portal%20order%3Alatest

This really is a very large and complex topic and I'd be surprised if I didn't miss something. If you see any portal- related information that is not either described or linked to in this document please do let me know and I will include it!

Best- HTuck - MI-Squared


External links:

Detailed discussion of several portal upgrades, a few of which were not released in OpenEMR:
https://community.open-emr.org/t/notable-patient-portal-usage-changes/13021/2


An upgrade to the portal templates for 6.04 and 6.1:
https://community.open-emr.org/t/newly-revamped-patient-portal-v6-0-4-and-future-v6-1-0/17776/8

... and another:
https://community.open-emr.org/t/new-portal-patch-v6-0-4-and-v6-1-0/17781/23

SJP's original post about the first wave of template improvements:
https://community.open-emr.org/t/adding-patient-portal-document-templates-to-openemr-patient-documents/12141

All about document templates including LBFs, for the portal and the EMR:
https://community.open-emr.org/t/patient-documents-for-portal-and-staff-rework/16303


the SMTP config forum post in section, 'Activate the Portal':
https://community.open-emr.org/t/portal-self-registration/15866/5