how to create users for patient portal in openemr

In the administrative area go to Users -> User Role Editor. Click "Add Role" and create a new role with an ID of "patient" (this specific ID is required, all lower case) and a display name of "Patient". Make it a copy of the Subscriber role so that its only capability is "read". This is the role that will be assigned to your patients.

Full Answer

Can the patient portal documents template be used outside the EMR?

As of OpenEMR 5.0.2, Jerry Padgett (OpenEMR forum: @sjpadgett) added some functionality to the Patient Portal documents template module. Although it was originally intended for producing documents by the patient when logged into their portal, it can also be used by clinic staff outside the portal, working in the EMR.

What can I do with OpenEMR?

Easy user interfaces in OpenEMR for reviewing, correcting and storing data from the portal. Document templates in OpenEMR may be customized with layout-based form data that was imported from the portal, thereby easily producing documents such as referral reports. Regarding security, notice we say the interface is "from OpenEMR", not "to OpenEMR".

Are there any changes to the OpenEMR templates for patient documents?

Some changes to the OpenEMR 4.2 'Templates for Patient Documents' are mentioned in a brief though illustrated discussion. Also discussed is what Jerry has planned for its final version expected to be released in OpenEMR 5.0.3 [needs updating] And see the restrictions on using HTML in templates.

How do I set up a patient portal?

There are two options for setting up a patient portal. The first option is a functional Patient Portal, which is included with OpenEMR (The Native Patient Portal). The second option is using the CMS patient portal, which utilizes a set of APIs included within OpenEMR.

How do I add providers to OpenEMR?

How do you delete a patient in OpenEMR?

What OS does OpenEMR run on?

Can you delete a note on EMR?

Is OpenEMR certified?

Is OpenEMR Hipaa compliant?

Does OpenEMR support electronic billing?

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

High Level View Of This Document

Patient use of the portal - logging in, messaging the staff, filling out documents etc

EMR Content Used In The Portal

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

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.

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.

Activate portal in OpenEMR Globals

This document only discusses how to activate an individual patient's portal access but that depends on having an active portal. See configuration details in the section, 'Activate The Portal' in The OpenEMR 6.0+ Patient Portal Overview .

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:

3. Create patient login credentials

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

Patient Initial Login

Browsing to the portal login page specified in the portal credentials takes you to the initial login screen.

The Home Screen

Shows the Document Center (same screen as displayed by 'Patient Documents' in left menu)

Patient Communications Widget

1. Click the envelope icon left of the name to open 'Secure Messaging' screen, the same as clicking that item on the main menu.

Profile

Shaded bars at each section identify the patient demographics displayed here. Scroll down to see them all, it may be a long list.

Lists

This screen shows the patient's information contained in the clinic's OpenEMR that relates to the listed topics.

Appointments

Appointment requests made here will be passed to clinic staff for approval

Accountings

1. Click the dropdown triangle (arrow) to see the accounting displays available

Introduction

OpenEMR supports multiple Patient Portals; see their description and discussion on the OpenEMR wiki page:

Configuration

The other portal settings may be as desired, but be sure the OpenEMR's Globals are set to allow the self- registration: "Allow Onsite New Patient Registration' (rectangle, below),

Procedure

The patient obtains the practice's Patient Portal Login URL and surfs to it.

Conclusion

Portions of this page can be slightly modified for use as a handout for the patient of individual clinics.

Introduction

As of OpenEMR 5.0.2, Jerry Padgett (OpenEMR forum: @sjpadgett) added some functionality to the Patient Portal documents template module. Although it was originally intended for producing documents by the patient when logged into their portal, it can also be used by clinic staff outside the portal, working in the EMR.

Create A New Template

These templates are plain text files that have a patient's data, derived primarily from their demographics, inserted into the output document in the same way a 'mail merge' function would. The patient data to be inserted are indicated in the template by tags of text enclosed in {curly braces}.

Patient Portal Audit Review

When the next user with suitable access permissions logs into the EMR after that, they will see a notification: 'Portal Alert', at the top right corner of initial EMR screen (arrow)

Conclusion

The 'new ' Patent Portal Document Template has added considerable functionality to the document- producing capability of OpenEMR, with more to come.

Patient Demographics

In the Search or Add Patient page enter the patient's name & birth date. If you have an existing chart for this patient, you may enter the chart number under 'External ID'. If you do not enter a number the system will automatically assign one that is equal to its internal patient ID. When you are finished click 'Create New Patient'.

Patient History

Next select 'History' at the top of the Patient Summary page This brings up a page containing information about the patient's medical history.

Uploading Documents

Select 'Documents' at the top of the patient Summary page. Here you may upload files that you have scanned and/or saved, such as a patient's ID or insurance card.

Introduction

High Level View of This Document

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 the patient's initial use of the portal is limited to entering their registration information. 2. When practice staff create a portal account for them and give them the...

See more on open-emr.org

Staff Interactions with The Portal

EMR Content Used in The Portal

Where Portal Content Appears in The EMR

Conclusion