User Guide Smart Phone Patient Portal App€¦ · User Guide Patient Portal App 4010 Moorpark Avenue, Suite 222, San Jose, CA 95117. Phone (Sales): 8776936748 Phone (Support): 408873

Version No: 3.2

User Guide Smart Phone Patient Portal App

User Guide Patient Portal App

4010 Moorpark Avenue, Suite 222, San Jose, CA 95117. Phone (Sales): 8776936748 Phone (Support): 408873 3032

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TABLE OF CONTENTS

1. Introduction .............................................................................................................. 4

2. Login Screen .............................................................................................................. 5

2.1 Login for Registered User ..................................................................................... 5

2.2 Forgot Password? ................................................................................................ 8

2.3 Sign Up for New User ......................................................................................... 11

3. Home Screen ........................................................................................................... 17

3.1 My Health Records............................................................................................. 18

3.1.1 Summary...................................................................................................... 18

A. Medical Problems ..................................................................................... 19

B. Allergies .................................................................................................... 20

C. Immunization ............................................................................................ 21

D. Health reminders ...................................................................................... 22

E. Surgeries ................................................................................................... 23

F. Family History ........................................................................................... 24

G. Social History ............................................................................................ 25

H. Medications .............................................................................................. 26

3.1.2 Lab Results ................................................................................................... 27

3.1.3 Radiology Results ......................................................................................... 28

3.1.4 Educations ................................................................................................... 30

3.1.5 Ambulatory Summary .................................................................................. 32

3.1.6 Past Visits ..................................................................................................... 34

3.2 Appointments .................................................................................................... 38

3.3 Refill Meds ......................................................................................................... 45

3.4 Message Center ................................................................................................. 47

3.5 Billing ................................................................................................................. 52

3.6 Personal Info...................................................................................................... 56

3.6.1 Basic details ................................................................................................. 56



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3.6.2 Emergency Contact ...................................................................................... 63

3.6.3 Insurance ..................................................................................................... 67

3.6.4 Change Password ......................................................................................... 74

3.6.5 Authorized Users.......................................................................................... 75

4. Quick Access ............................................................................................................ 81

AUDIENCE

PrognoCIS Users



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1. INTRODUCTION

Now provision has been given to easily access the Patient Portal Application from your smart phones. Using this Patient Portal Application, you can conveniently schedule an appointment; view their Lab/Radiology results; view and compose messages; send refill request - the regular Patient Portal features.

To access the Patient Portal Application, you need to download the ‘PrognoCIS My Health Records’ application on your smart phone. If you are an Android or iPhone user then you can download it for FREE from Play Store or iTunes store respectively.



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2. LOGIN SCREEN

After the ‘PrognoCIS My Health Records’ application is installed, the Application

launcher icon: displays on your device.

2.1 LOGIN FOR REGISTERED USER

To login to the Patient Portal application:

1. Tap the ‘PrognoCIS My Health Records’ App launcher icon: . The Login screen displays. Refer to figure 1.

Figure 1: Login screen

2. Enter the Patient Portal’s Username and Password provided by the clinic.

3. Enter the Clinic ID.

4. Tap login. The Change Password screen displays.

Note: The Change Password screen displays only if you are accessing the Patient Portal for the first time else the Agreement screen displays. Refer to figure 2.



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Figure 2: Change Password screen

5. Enter the Patient Portal’s Current Password, New Password, and Confirm Password newly entered.

Note: The New Password must contain at least one alphabet and a number. Also, the password length should be between 8 to 10 characters.

6. Enter the Secret Question and Answer for the entered question. This helps you retrieve the Password, in case you forget.

7. Tap proceed. The Password Request Submitted confirmation message displays. Refer to figure 3.



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Figure 3: Password Request Submitted confirmation message

8. Tap ok. The Agreement screen displays. Refer to figure 4.

Note: The Agreement screen displays only during first login to the Patient Portal application.

Figure 4: Agreement screen

9. Tap ok. The Home screen displays. Refer to figure 5.



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Figure 5: Home screen

2.2 FORGOT PASSWORD?

To access the Patient Portal application if the password is forgotten:

1. On the Login screen, enter your Username and Clinic ID.

2. Tap the Forgot Password? link. The Forgot Password screen displays. Refer to figure 6.



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Figure 6: Forgot Password screen

3. Enter the Answer to your secret question.

4. Tap request password. The Password Request Submitted confirmation message displays. Refer to figure 7.


5. Tap ok. The Login screen displays.

6. Enter the Username and Password received in your email.

7. Tap Login. The Change Password screen displays. Refer to figure 8.



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8. Enter the Current Password received in your email, your New Password, and Confirm Password.

Note:

The New Password must contain at least one alphabet and a number. Also, the password length should be between 8 to 10 characters.

You can also change your Secret Question and Answer, if required.




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10. Tap ok. The Home screen displays.

2.3 SIGN UP FOR NEW USER

If your details are registered in Clinic, however you haven’t signed up for Patient Portal then follow the steps below to sign up for the Patient Portal Application. After signing up, you will receive an email about your Patient Portal’s username and Password to login the ‘PrognoCIS My Health Records’ App.

To sign up for the Patient Portal Application:

1. Tap the ‘PrognoCIS My Health Records’ App launcher icon: . The Login screen displays. Refer to figure 10.



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Figure 10: Login screen

2. Tap the Not yet registered? Sign Up Now! link. The Register screen displays. Refer to figure 11.

Figure 11: Register screen

3. Enter your Legal First Name and Legal Last Name, as registered in the Clinic.

4. Enter your DOB (Date of Birth) in MM-DD-YYYY format, as registered in the Clinic.



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5. Enter the registered Email address.

Note: On tap of submit, if the entered Email address doesn’t match with the Email address registered in the Clinic then the Enroll Request Failed confirmation message and the Chart Number field displays. Refer to figure 12.

Figure 12: Enroll Request Failed confirmation message and the Chart Number field

6. Enter the Cell Phone number.

7. Enter the Clinic ID provided by the Clinic.

8. Enter your Chart Number, as registered in the Clinic.

Note: The Chart Number field displays only if the entered Email address doesn’t match with the Email address registered in the Clinic.

9. Tap submit. The Enroll Request Submitted confirmation message displays. Refer to figure 13.



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Figure 13: Enroll Request Submitted confirmation message

10. Tap ok. The Login screen displays.

11. Enter the Username and Password received in your email.

12. Enter the Clinic ID.

13. Tap login. The Change Password screen displays. Refer to figure 14.




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14. Enter the Current Password received in your email, your New Password, and Confirm Password.

Note: The New Password must contain at least one alphabet and a number. Also, the password length should be between 8 to 10 characters.

15. Enter the Secret Question and Answer for the entered question. This helps you to retrieve the Password, if you forget.


Figure 15: The Password Request Submitted confirmation message

17. Tap ok. The Agreement screen displays. Refer to figure 16.



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Figure 16: Agreement screen

18. Tap ok. The Home screen displays. Refer to figure 17.




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3. HOME SCREEN

The Home screen of ‘PrognoCIS My Health Records’ App is similar to your Patient Portal’s Home page (Refer to figure 18). The Home screen displays your name along with your picture as registered in the Clinic. It also displays your Physician’s name and Dashboard consisting of the following details:

My Health Records

Appointments

Refill Meds

Message Center

Billing

Personal Info




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3.1 MY HEALTH RECORDS

To view your medical details, on the Home screen tap My Health Records icon: . My Health Records screen displays. Refer to figure 19.

Figure 19: My Health Records screen

From My Health Records screen, you can view all your medical health details as entered in PrognoCIS EMR web Application. Following is the list of details:

Summary

Lab Results

Radiology Results

Educations

Ambulatory Summary

Past Visits

3.1.1 SUMMARY

To view the Summary of your Health care, on My Health Record screen tap Summary

icon: . The Summary screen displays. Refer to figure 20.



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Figure 20: Summary screen

The Summary screen displays the details about your Health care. Following is the list of details:

A. Medical Problems

B. Allergies

C. Immunization

D. Health reminders

E. Surgeries

F. Family History

G. Social History

H. Medications

A. MEDICAL PROBLEMS

To view your Medical Problems details, on Summary screen tap Medical Problems. The Problems screen displays. Refer to figure 21.



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Figure 21: Problems screen

Medical Problems screen displays a list of your past medical history. It also displays the date since when you are experiencing the respective medical problem and comments, if present.

B. ALLERGIES

To view your Allergies details, on Summary screen tap Allergies. The Allergies screen displays. Refer to figure 22.



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Figure 22: Allergies screen

Allergies screen displays a list of your allergies and also the reaction to the respective allergy, if present.

C. IMMUNIZATION

To view details of vaccines administered to you and that are due, on Summary screen tap Immunization. The Immunization screen displays. Refer to figure 23.



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Figure 23: Immunization screen

Immunization screen displays a list of Vaccines administered to you and that are due. It also displays vaccine’s Dose number, due date, and taken date.

D. HEALTH REMINDERS

To view your due tests details, on Summary screen tap Health Reminders. The Health Reminders screen displays. Refer to figure 24.



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Figure 24: Health Reminders screen

Health Reminders screen displays a list of tests that are scheduled for you and its due date. The last done date of a test is displayed only for test which requires to be done frequently and is due again.

E. SURGERIES

To view your surgery details, on Summary screen tap Surgeries. The Surgeries screen displays. Refer to figure 25.



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Figure 25: Surgeries screen

Surgeries screen displays the list of your past surgeries. It also displays the date on which these surgeries were done and names of the doctor who performed these surgeries.

F. FAMILY HISTORY

To view your family’s medical problem details, on Summary screen tap Family History. The Family History screen displays. Refer to figure 26.



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Figure 26: Family History screen

Family History screen displays the list of medical problems which your family has and your relation to the family member. It also displays the remarks, if available.

G. SOCIAL HISTORY

To view your social history details, on Summary screen tap Social History. The Social History screen displays. Refer to figure 27.



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Figure 27: Social History screen

Social History screen displays your relevant personal information such as your basic traits, habits, occupation etc.

H. MEDICATIONS

To view your prescription details, on Summary screen tap Medications. The Medications screen displays. Refer to figure 28.



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Figure 28: Medications screen

Medications screen displays the list of drugs prescribed to you. It also displays its Sig (Description of drug) that is the respective drug’s entire name and direction to take the drug.

3.1.2 LAB RESULTS

To view your Lab Results details, on My Health Record screen tap the Lab Results

icon: . The Lab Results screen displays. Refer to figure 29.



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Figure 29: Lab Results screen

Lab Result screen displays the list of your completed Lab tests and their results. If any Lab test’s result is abnormal then its result value displays in Red. The Lab Result screen also displays the Lab Result’s received date.

3.1.3 RADIOLOGY RESULTS

To view your Radiology Results details, on My Health Record screen, tap the Radiology

Results icon: . The Radiology Results screen displays. Refer to figure 30.



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Figure 30: Radiology Results screen

Radiology Result screen displays the list of your completed Radiology tests, its results, the result’s received date, and the attachments, if available. All the Radiology test’s result value displays in Green.

To view the Radiology Result attachments, tap the Attachment icon: on the Radiology Results screen. The Attachments screen displays the Radiology’s Order Attachments (Order level) and Test Attachments (Test level), if available. Tap the required attachment’s icon to view the attachment. Refer to figure 31.



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Figure 31: Attachments screen

Note: The Attachments screen displays blank if the Radiology Test does not contain any attachment.

3.1.4 EDUCATIONS

To view your education materials, on My Health Record screen tap the Education

icon: . The Education screen displays. Refer to figure 32.



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Figure 32: Education screen

Education screen displays a list of education materials given to you. It also displays the date of when that education material was given to you. You can view, save, and print the Education material which is available in PDF format. Also, you can view the provided URL to get more related information.

To view, or save, or print the respective PDF Education material, tap the Print icon: on the Education screen.

To view the provided URL for the respective education material, tap the URL icon: on the Education screen. The Education URL screen displays. Refer to figure 33.



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Figure 33: Education URL screen

3.1.5 AMBULATORY SUMMARY

To view your Ambulatory Summary, on My Health Record screen tap the Ambulatory

Summary icon: . The Ambulatory Summary screen displays. Refer to figure 34.



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Figure 34: Ambulatory Summary screen

Ambulatory Summary screen displays your after-visit summary that provides the provider’s office contact information and the relevant information about your Problems, Allergies, Laboratory/Radiology results, Medications, Procedures, Vital Signs, Social History, and Plan of Care.

The Table of Contents displays the following links:

Problems

Tap to view your Medical Problems details.

Allergies, Adverse Reactions, Alerts

Tap to view your Allergies details.

Results

Tap to view your Laboratory and Radiology Results details.

Medications

Tap to view your prescribed Drugs details.

Procedures

Tap to view your Procedure details.



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Vital Signs

Tap to view your Vitals details.

Social History

Tap to view your Social history details.

Plan of Care

Tap to view your future Plan of care details.

To view and print the Ambulatory Summary, tap Print on the Ambulatory Summary screen.

3.1.6 PAST VISITS

To view your Past visits details, on My Health Record screen tap the Past Visits

icon: . The Past Visits screen displays. Refer to figure 35.

Figure 35: Past Visits screen

Past Visits screen displays the list of your Past visits and its details i.e. the visited Provider’s name, Reason for visit, Type of visit, and the visit Date. It also displays the Attachments related to that respective visit.



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To view the attachments related to the visit, tap the respective Attachment icon: on the Past Visits screen. The Past Visits Attachments screen displays. Refer to figure 36.

Figure 36: Past Visits Attachments screen

The Past Visits Attachments screen displays Visit Note

and Clinical Summary, if present.

Note: The Clinical Summary displays only if the respective encounter is close.

Visit Note

Visit Note displays the Progress Note related to your visit.

To view and print the Progress Note, tap Visit Note Print icon: on the Past Visits Attachments screen. The Past Visits screen displays. Refer to figure 37.



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Figure 37: Visit Note on Past Visits screen

To print the Progress Note, tap Print on the Past Visits screen.

Clinical Summary

To view and print the Clinical Summary, tap Clinical Summary Print icon: on the Past Visits Attachments screen. The Past Visits screen displays. Refer to figure 38.



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Figure 38: Clinical Summary on Past Visits screen

Clinical Summary displays your after-visit summary that provides the provider’s office contact information and the relevant information about your Problems, Allergies, Laboratory/Radiology results, Medications, Procedures, Vital Signs, Immunizations, Encounters, Social History, Chief Complaints, Reason for visit, Instructions, Medications administered, and Plan of Care

The Table of Contents displays the following links:

Problems

Tap to view your Medical Problems details.

Allergies, Adverse Reactions, Alerts

Tap to view your Allergies details.

Results

Tap to view your Laboratory and Radiology Results details.

Medications

Tap to view your prescribed Drugs details.

Procedures



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Tap to view your Procedure details.

Vital Signs

Tap to view your Vitals details.

Immunizations

Tap to view your Vaccinations details.

Encounters

Tap to view your Encounters details.

Social History

Tap to view your Social history details.

Chief Complaint and Reason for visit

Tap to view details of your main Complaint and Reason for visit.

Instructions

Tap to view details of Education materials given to you.

Medications Administered

Tap to view details of Medications administered to you.

Plan of Care

Tap to view your (future) Plan of care details.

To view and print the Clinical Summary, tap Print on the Past Visits screen.

3.2 APPOINTMENTS

You have the provision to take an appointment from the My Appointment screen whenever required. It displays a list of your Requested, Scheduled, and Tentative appointments and its respective information like Provider’s name; Appointment Location; Appointment Date, Time and Day. The statuses of Appointments display in different colors as mentioned below:

Appointment’s Status Color

Scheduled Green

Requested Blue



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Tentative Red

To view your appointments details, on the Home screen tap Appointments

icon: . The My Appointments screen displays. Refer to figure 39.

Figure 39: My Appointments screen

To take an Appointment:

1. Tap the Appointments icon: on the Home screen. The My Appointments screen displays. Refer to figure 40.



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Figure 40: My Appointments screen

2. Tap take appointment. The Take Appointment screen displays. Refer to figure 41.

Figure 41: Take Appointment screen



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3. Tap the Provider dropdown list. The Select Provider screen displays. Refer to figure 42.

Figure 42: Select Provider screen

4. Tap the required Provider’s option. The Take Appointment screen displays.

5. Tap the Location dropdown list. The Locations list displays. Refer to figure 43.

Figure 43: Location dropdown list

6. Tap the required location’s option.

7. Tap the Visit Type dropdown list. The Visit types list displays. Refer to figure 44.



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Figure 44: Visit Type dropdown list

8. Tap the required Type of Visit.

9. Tap the Reason field.

10. Enter the Reason for taking an appointment.

11. Tap the Calendar icon: . The calendar displays. Refer to figure 45.

Figure 45: Calendar



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12. Tap the required date for an appointment.

13. Tap find availability to see the list of available time slots. The Find Availability screen displays. Refer to figure 46.

Figure 46: Find Availability screen

14. Tap load more to display more available time slots list.

Note: If there is no time slot available then ‘No Further Appointment Available’ message displays. Refer to figure 47.

Figure 47: 'No Further Appointment Available' message



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15. Tap the required time slot from the available list. The Confirm Appointment confirmation message displays. Refer to figure 48.

Figure 48: Confirm Appointment confirmation message

16. Tap ok. The requested Appointment displays on the My Appointments screen. Refer to figure 49.

Figure 49: Requested Appointment on the My Appointments screen



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3.3 REFILL MEDS

From Refill Meds screen, you can send a request for refilling the drugs prescribed to you. The Refill Meds screen displays a list of the prescribed drugs for refill.

To view your prescribed drugs details for refill, on the Home screen tap Refill Meds

icon: . The Refill Meds screen displays. Refer to figure 50.

Figure 50: Refill Meds screen

To Refill the Drugs:

1. Tap Refill Meds icon: on the Home screen. The Refill Meds screen displays. Refer to figure 51.



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Figure 51: Refill Meds screen

2. Tap to select the required drugs option.

3. Tap Request to send the refill request. The Refill Request Success confirmation message displays. Refer to figure 52.

Figure 52: Refill Request Success confirmation message

4. Tap ok. The drugs refill request is sent.



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3.4 MESSAGE CENTER

Message Center screen lets you to compose a new message, view your Inbox messages and also view your Sent messages. The details displayed are the Sender/Recipient’s name, Subject, Date, and Time of the message.

To view your Messages details, on the Home screen tap Message Center icon: . The Message Center screen displays. Refer to figure 53.

Figure 53: Message Center screen

To view the Inbox messages:

1. Tap Message Center icon: on the Home screen. The Message Center screen displays your inbox messages list. Refer to figure 54.



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Figure 54: Message Center screen

2. Tap the highlighted unread message or the read message. The message opens and displays the Sender’s name in From Recipient field, Message’s subject in Subject field, and the message in Message field.

3. Tap Reply to reply to the message. The Reply Message screen displays. Refer to figure 55.

Figure 55: Reply Message screen

4. Tap the Subject field.



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5. Enter the subject for your message.

6. Tap the Message field.

7. Enter your message.

8. Tap send. The Mail Sent confirmation message displays. Refer to figure 56.

Figure 56: Mail Sent confirmation message

9. Tap ok.

To view the Sent messages:

1. Tap Sent on the Message Center screen. Your sent messages list displays. Refer to figure 57.



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Figure 57: Sent messages list

2. Tap the required message to view the message. The message opens and displays the Recipient’s name in Sent To field, Message’s subject in Subject field, and the message in Message field.

To delete the inbox or sent message:

1. Tap and swipe the message to left. The Delete icon: displays. Refer to figure 58.

Figure 58: Delete icon to delete the message



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2. Tap the Delete icon: . The message is deleted.

To compose a message:

1. Tap the Compose icon: on the Message Center screen. The Compose Message screen displays. Refer to figure 59.

Figure 59: Compose Message screen

2. Tap the Subject field.

3. Enter the subject for your message.

4. Tap the Message field.

5. Enter your message.

6. Tap send. The Mail Sent confirmation message displays. Refer to figure 60.



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Figure 60: Mail Sent confirmation message

7. Tap ok.

3.5 BILLING

From Billing screen, you can view details about your Payments, Outstanding payments, and Billing Statements.

To view your billing details, on the Home screen tap Billing icon: . The Billing screen displays. Refer to figure 61.



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Figure 61: Billing screen

Patient Outstanding

Tap Patient Outstanding to view your outstanding bill amount details (Refer to figure 62) and the last payment details (Refer to figure 63).

Figure 62: Outstanding Aging



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Figure 63: Last Payment Details

Patient Payments

Tap Patient Payments to view all your payment receipts. It displays all your pending and the posted transactions details (Refer to figure 64 and 65).

Figure 64: Pending Transactions details



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Figure 65: Posted Transactions details

Patient Statements

Tap Patient Statements to view a list of your Billing Statements. To view and print any

required Statement details, tap the Print icon: . Refer to figure 66.

Figure 66: Billing Statements



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3.6 PERSONAL INFO

From Personal Info screen, you can view, edit and enter information about your Basic details, Emergency Contact, and Insurance. You can also Change Password and assign Authorized Users to access your Patient Portal.

To view your Personal information details, on the Home screen tap Personal Info

icon: . The Personal Info screen displays. Refer to figure 67.

Figure 67: Personal Info screen

3.6.1 BASIC DETAILS

To view, edit, or enter your Basic details, tap Basic details on the Personal Info screen. The Basic details screen displays. Refer to figure 68.



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Figure 68: Basic Details screen

From Basic details screen, you can view, edit, or enter your following details:

Personal Details

Address

Contact Information

Other Information

To view, edit, or enter your Personal Details:

1. Tap Personal Details on the Basic Details screen. The Personal Details fields displays. Refer to figure 69.



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Figure 69: Personal Details fields

2. View, Edit, or Enter the following Personal Details fields:

Title

First Name

Middle Name

Last Name

Birth Date

Sex

Marital Status

Social Security Number

Account Number

Primary Doc

Referring Doctor

3. Tap submit. The Basic Details Submitted confirmation message displays. Refer to figure 70.



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Figure 70: Basic Details Submitted confirmation message

4. Tap ok.

To view, edit, or enter your Address:

1. Tap Address on the Basic Details screen. The Address fields displays. Refer to figure 71.

Figure 71: Address fields



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2. View, Edit, or Enter the following Address fields:

House No. & Street

Apt/Suite

City

State

Zip



4. Tap ok.

To view, edit, or enter your Contact Information:

1. Tap Contact Information on the Basic Details screen. The Contact Information fields displays. Refer to figure 73.



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Figure 73: Contact Information fields

2. View, Edit, or Enter the following Contact Information fields:

Home Phone

Cell Phone

Work Phone 1

Work Phone 2

Fax

Email Id




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4. Tap ok.

To view, edit, or enter your Other Information:

1. Tap Other Information on the Basic Details screen. The Other Information fields displays. Refer to figure 75.

Figure 75: Other Information fields



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2. View, Edit, or Enter the following Other Information fields:

Language

Ethnic Group

Race



4. Tap ok.

3.6.2 EMERGENCY CONTACT

To view, edit, or enter your Emergency Contact details, tap Emergency Contact on the Personal Info screen. The Emergency Contact screen displays. Refer to figure 77.



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Figure 77: Emergency Contact screen

From the Emergency Contact screen, you can view, edit, or enter your following Contact details for any emergency:

General Details

Contact Details

To view, edit, or enter the General Details of your Emergency Contact:

1. Tap General Details on the Emergency Contact screen. The General Details fields displays. Refer to figure 78.



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Figure 78: General Details fields

2. View, Edit, or Enter the following General Details fields:

Name

Relation

3. Tap submit. The Emergency Contact Details Submitted confirmation message displays. Refer to figure 79.

Figure 79: Emergency Contact Details Submitted confirmation message

4. Tap ok.



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To view, edit, or enter the Contact Details of your Emergency Contact:

1. Tap Contact Details on the Emergency Contact screen. The Contact Details fields displays. Refer to figure 80.

Figure 80: Contact Details fields

2. Tap the Use same as the patient address? option to set your (Patient) registered address as the Emergency Contact Details.

3. View, Edit, or Enter the following Contact Details fields:

Street

Apt/Suite

City

State

Zip

Home Phone

Cell Phone

Work Phone 1

Work Phone 2

Fax

Email Id



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4. Tap submit. The Emergency Contact Details Submitted confirmation message displays. Refer to figure 81.

Figure 81: Emergency Contact Details Submitted confirmation message

5. Tap ok.

3.6.3 INSURANCE

To view, edit, or enter your Insurance details, tap Insurance on the Personal Info screen. The Insurance screen displays. Refer to figure 82.



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Figure 82: Insurance screen

From the Insurance screen, you can view, edit, or enter your following Insurance details:

Insurance Information

Subscriber Details

Employer Details

To view, edit, or enter your Insurance Information:

1. On the Insurance screen, the Insurance Information fields displays. Refer to figure 83.



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Figure 83: Insurance Information fields

2. View, Edit, or Enter the following Insurance Information fields:

Type

Insurance Company

Policy No/Subscriber Id

Plan Id

Plan Name

Group No.

Group Name

Group Employer Id

Group Employer Name

Co-payment

Effective From

Effective Through

Hospital Certification Required

Status

Relation



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3. Tap submit. The Insurance Details Submitted confirmation message displays. Refer to figure 84.

Figure 84: Insurance Details Submitted confirmation message

4. Tap ok.

To view, edit, or enter your Subscriber Details:

1. Tap Subscriber Details on the Insurance screen. The Subscriber Details fields displays. Refer to figure 85.

Figure 85: Subscriber Details fields



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2. View, Edit, or Enter the following Subscriber Details fields:

Subscriber First Name

Subscriber Middle Name

Subscriber Last Name

Sex

Date of Birth

Social Security Number

Street

Apt/Suite

City

State

Zip

Home Telephone Number

Work Telephone Number

Work Telephone Number 2

Cell Phone Number

Fax

Email




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4. Tap ok.

To view, edit, or enter your Employer Details:

1. Tap Employer Details on the Insurance screen. The Employer Details fields displays. Refer to figure 87.

Figure 87: Employer Details fields



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2. View, Edit, or Enter the following Employer Details fields:

Employer Status

Employer Name

Street

Apt/Suite

City

State

Zip

Home Telephone Number

Work Telephone Number

Work Telephone Number 2

Cell Phone Number

Fax

Email



4. Tap ok.



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3.6.4 CHANGE PASSWORD

From the Change Password screen, you can change your login password.

To change your password, tap Change Password on the Personal Info screen. The Change Password screen displays. Refer to figure 89.


To change your Login Password:

1. Enter your Current Password, your New Password, and Confirm Password.

Note:

The New Password must contain at least one alphabet and a number. Also, the password length should be between 8 to 10 characters.

You can also change your Secret Question and Answer, if required.




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3. Tap ok.

3.6.5 AUTHORIZED USERS

From Authorized Users screen, you can view a list of your Authorized Users and add a new Authorized Users to access your Patient Portal. You can also delete any required defined Authorized User to restrict that respective User from accessing your Patient Portal.

To view a list of your Authorized Users, tap Authorized Users on the Personal Info screen. The Authorized Users screen displays. Refer to figure 91.



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Figure 91: Authorized Users screen

To add a new Authorized User:

1. Tap Add on the Authorized Users screen. The Authorized Users screen displays Personalized Details and Contact Details for defining Authorized Users. Refer to figure 92.

Figure 92: Personalized Details and Contact Details on Authorized Users screen



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2. Tap Personalized Details. The Personalized Details fields displays. Refer to figure 93.

Figure 93: Personalized Details fields

3. Enter the Authorized User’s First Name, Middle Name, and Last Name.

4. Tap Contact Details. The Contact Details fields displays. Refer to figure 94.

Figure 94: Contact Details fields



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5. Enter the following Authorized User’s Contact Details fields:

Street

Apt/Suite

City

State

Zip

Home Phone

Cell Phone

Email Id

6. Tap submit. The Add User Success confirmation message displays. Refer to figure 95.

Figure 95: Add User Success confirmation message

7. Tap ok. The Authorized Users screen displays the defined Authorized User.

8. Tap the required Authorized User’s name.

Note: You can edit your defined Authorized User’s Personalized Details and Contact Details, if required.

9. Tap Contact Details. The User Id field displays your Authorized User’s User ID. Refer to figure 96.



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Figure 96: Authorized User's User Id

10. Tap Generate Password. The Password Generation Successful confirmation message displays. Refer to figure 97.

Figure 97: Password Generation Successful confirmation message

11. Tap ok. The Authorized User’s login credentials are sent to the Authorized User’s Email Id.



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To delete the Authorized User:

1. Tap the required Authorized User’s name on the Authorized Users screen.

2. Tap Delete. The User Delete Success confirmation message displays. Refer to figure 98.

Figure 98: User Delete Success confirmation message

3. Tap ok. The Authorized User is deleted.



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4. QUICK ACCESS

To view Quick Access screen, tap the Quick Access icon: from any of the following screens:

My Health Records

Appointments

Refill Meds

Message Center

Billing

Personal Info

Figure 99: Quick Access screen

From Quick Access screen, you can easily navigate to any of the following main screens directly from the screen you are in:

Home

My Health Records

Appointments



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Refill Meds

Message Center

Billing

Personal Info

You can also directly Logout from the Quick Access screen.

Documents

User Guide Smart Phone Patient Portal App€¦ · User Guide Patient Portal App 4010 Moorpark Avenue, Suite 222, San Jose, CA 95117. Phone (Sales): 8776936748 Phone (Support): 408873