how do you create a patient portal in officemate

by Addison Friesen Published 3 years ago Updated 2 years ago 8 min read

Get OfficeMate / ExamWRITER 15

27 hours ago To create patient records. Open the Add New Patient Record window using one of the following methods: Click the Patients icon to open the Find Patient/Guarantor window. Click Tasks on the main window toolbar and select Patients to open the Find Patient/Guarantor window. >> Go To The Portal

Log into the provider portal as a practice administrator. Click Administration and select User Accounts. Select Patient from the Access Type drop-down menu.

OfficeMate uses the patient's name, date of birth, and email address to create the patient portal account. Verify this information on the Demographics tab before sending a clinical health summary. To create a patient portal account, you must send the patient a clinical health summary.

Full Answer

What do I need to use a patient portal?

To create patient records. Open the Add New Patient Record window using one of the following methods: Click the Patients icon to open the Find Patient/Guarantor window. Click Tasks on the main window toolbar and select Patients to open the Find Patient/Guarantor window.

How do I get in touch with my provider?

Jun 02, 2021 · You can link patients in OfficeMate using the Guarantor feature on the Patient Demographic window. A guarantor is the person who is responsible for paying the patient's account charges. If the patient is responsible for paying his or her own account bills, the guarantor is set to Self. Typically, family members have the same guarantor.*.

How do I run the pre-install checker on my officemate server?

As security, regulatory, and technology standards have evolved, we’ve maintained OfficeMate’s compliance and expanded into new practice technology like Eyefinity’s cloud-based software to give providers innovative solutions that help practices easily adapt to change.. If you’re looking for a flexible practice management software with capabilities like secure anywhere, anytime …

Why should I use a portal to manage my medicines?

Close OfficeMate/ExamWRITER on your server and workstations. Download and install the pre-install checker on your OfficeMate server. After installation, click Launch. Click Run All. If the checker returns any required actions or recommendations, click Copy to Clipboard and paste the text in a document or email for your IT person.

How to access a patient portal?

With a patient portal: 1 You can access your secure personal health information and be in touch with your provider's office 24 hours a day. You do not need to wait for office hours or returned phone calls to have basic issues resolved. 2 You can access all of your personal health information from all of your providers in one place. If you have a team of providers, or see specialists regularly, they can all post results and reminders in a portal. Providers can see what other treatments and advice you are getting. This can lead to better care and better management of your medicines. 3 E-mail reminders and alerts help you to remember things like annual checkups and flu shots.

What are the benefits of a patient portal?

Expand Section. With a patient portal: You can access your secure personal health information and be in touch with your provider's office 24 hours a day . You do not need to wait for office hours or returned phone calls to have basic issues resolved. You can access all of your personal health information from all ...

How much does an e-visit cost?

For minor issues, such as a small wound or rash, you can get diagnosis and treatment options online. This saves you a trip to the provider's office. E-visits cost around $30.