how to send patient portal invitation in practice fusion

by Dr. Brooks O'Reilly IV 4 min read

How does patient portal auto-invite work? - Practice Fusion

17 hours ago Click the PHR invite tab and check the Manage patient access to Patient Fusion (PHR) box, highlighted in Graphic 2, to enable each user's ability to … >> Go To The Portal


  1. Click on the Patient Portal enrollment status in the patient chart header as displayed in Graphic 3, below. Graphic 3: Patient Fusion (PHR) Invite status section
  2. Within the Patient portal access window shown in Graphic 4, toggle the Auto-send invitation to patient after visit button to Off. ...
  3. As always, the Patient Portal only contains what you have recorded as structured information:

To resend an invitation, click the Actions button in the patient's chart and select Invite to patient portal. Alternatively, click on the Patient Portal enrollment status at the top of their chart. Click Resend invite under the Patient portal status column.

How do I sign up a patient for patient fusion?

The email comes from Patient Fusion with the email address: healthrecords@patientfusion.com and the content is displayed in Graphic 1, below. Additionally, the patient and/or their authorized representative will need to know the phone number you have on file in their record for a successful sign-up.

Who can edit the manage patient access to patient fusion invite settings?

Only an administrator can edit the Manage Patient Access to Patient Fusion (PHR) invite settings, as indicated by the lock icon. However, all users can view their settings in read-only format.

How does a patient register for their patient portal (PHR)?

1. After you invite your patient (or their authorized representative) to access their patient portal (PHR), they will receive a registration email to the email address on file with your office. The email comes from Patient Fusion with the email address: healthrecords@patientfusion.com and the content is displayed in Graphic 1, below.

What does it mean to sign up for a patient portal?

By clicking, Sign Up, they are indicating that they are the patient or the authorized representative of the patient who has been assigned this patient portal account. They also agree to the terms of our User Agreement and Privacy Policy

How do you send intake forms on Practice Fusion?

A link to complete the intake form will be sent to the patient via email....In the Schedule, click Add Appointment to open the New Appointment detail modal.Once you have entered the relevant appointment details such as patient, provider, and date/time scroll down to the Intake Forms section of the modal (Graphic 4).More items...

How do I send a message to a patient in Practice Fusion?

Within the Messages section of your EHR, click “New Message.” You may also send a message from within the patient's chart by clicking “Send message” from the Actions menu or by clicking the (+) symbol next to Messages on the Summary page.

How do you implement a patient portal?

9 Steps to Implement a New Patient Portal SolutionResearch Different Portal Solutions. ... Look for the Right Portal Features. ... Get Buy-In from Key Stakeholders. ... Evaluate and Enhance Existing Workflows. ... Develop a Comprehensive Onboarding Plan. ... Be Prepared for a Successful Go-Live. ... Seek Out Painless Portal Migration.

Is patient fusion the same as Practice Fusion?

Practice Fusion allows you as a Practice Fusion provider to enable your patients and/or their patient-authorized representatives to access their health records via Patient Fusion.

How do you send a message to a patient?

Create New TextClick the envelope icon. The messaging summary window opens.Click New Message. The New Message window opens.Click to select "Patient".Click to select send message by "Text".Click Next. The New Text to Patient window opens.

What is Practice Fusion direct messaging?

Description. Practice Fusion allows you to communicate with providers outside of your practice quickly and securely. Sending a referral using Direct Messaging allows for the exchange of patient health information across different EHR networks.

Is a patient portal an EHR?

Electronic health record (EHR) patient portals provide a means by which patients can access their health information, including diagnostic test results. Little is known about portal usage by emergency department (ED) patients.

Why do patients not use patient portals?

The researchers found no demographic differences among nonusers who said that a technology hurdle, lack of internet access or no online medical record was the reason why they did not make use of a patient portal.

What are the benefits and challenges of implementing a patient portal?

What are the Top Pros and Cons of Adopting Patient Portals?Pro: Better communication with chronically ill patients.Con: Healthcare data security concerns.Pro: More complete and accurate patient information.Con: Difficult patient buy-in.Pro: Increased patient ownership of their own care.

What happened Practice Fusion?

Practice Fusion executed a deferred prosecution agreement with the U.S. Attorney's Office for the District of Vermont based on its solicitation and receipt of kickbacks from a major opioid company to arrange for an increase in prescriptions of extended release opioids by healthcare providers who used Practice Fusion's ...

Is Practice Fusion an EHR or EMR?

Practice Fusion: Practice Fusion is the company's free EHR software.

Is Practice Fusion really free?

Practice Fusion is a free web-based EHR that is widely used across the medical industry, especially by smaller, cost-conscious medical practices. The software is endorsed by Dr. Oz, and has gained recognition as one of the premier free EHR systems.

How to cancel a patient portal invite?

Then, click Cancel invite as shown in Graphic 7 below. You can then re-enter the patient’s information and select Invite. This will generate a new registration email and registration PIN.

What is practice fusion?

Practice Fusion has a built-in patient portal - Patient Fusion - which allows patients to electronically access their medical records. Available information includes the patient's medication list, diagnostic history, allergies, immunizations, and appointments (past and upcoming). In addition, you can elect to share some structured lab results.

What is a patient portal pin?

PIN: The PIN is automatically generated when a patient is invited to the patient portal, and will be listed in the Access code column. Note that this PIN is not sent in the email message for security purposes. You'll need to provide this to the patient during the visit.

How to check patient portal enrollment status?

1. At the top of the patient's chart you will see the patient portal enrollment status (see Graphic 1 below). 2. From the Actions button in the top-right corner of the chart (see Graphic 2 below). The email and phone number will auto-populate from the patient's Profile, but you may edit or change these if needed.

Can you edit email and phone number on patient portal?

The email and phone number will auto-populate from the patient's Profile, but you may edit or change these if needed. When ready to invite, click Invite to patient portal as shown in Graphic 3 below).

Can you enter a phone number for patient fusion?

Phone number: Alternatively, patients can enter their phone number and receive a security code to verify their identity. Read more about how a patient can register for Patient Fusion here.

Can an administrator edit the patient portal?

As a practice administrator, you can control which users in your practice have the ability to enroll patients in the patient portal via the Patient Communication settings (see Graphic 9 below) and which users will permit the auto-invite feature when chart notes are signed. Only an administrator can edit the Manage Patient Access to Patient Fusion (PHR) invite settings, as indicated by the lock icon. However, all users can view their settings in read-only format. Please contact your administrator if you’d like to enable these settings.

How to retrieve a message from a patient?

How can I retrieve a message from a patient? 1. Open your Messages section and click on a message in the left pane to see the contents of the message in the right pane (see Graphic 5 below). A bolded message in the left pane indicates that the message is unread.

How to send a message from EHR?

1. Within the Messages section of your EHR, click “New Message.”. You may also send a message from within the patient’s chart by clicking “Send message” from the Actions menu or by clicking the (+) symbol next to Messages on the Summary page.

What to do if you have a text message from a doctor?

Messages are only for non-urgent issues. Call your doctor's office if you need an immediate response. Dial 911 for life-threatening situations.

Where to find messages in patient chart?

Within the patient chart, you have the option to view messages associated with that specific patient from the Summary tab (see Graphic 10 below).

Do patients need to register for patient portal?

After patient messaging has been enabled by your practice administrator in the EHR Settings, the patient will need to complete steps to register for their patient portal account if they have not already done so. Any patient who has registered for their Patient Fusion account will have access to secure messaging from within their account.

Can patients send a document to Fusion EHR?

Patients can send messages directly to your Practice Fusion EHR and have the option to include a document attachment and/or hyperlink (see Graphic 6 below).

Invite a Contact to the Portal

When you invite a contact to the portal, they'll receive an email with a link inviting them to log in and create a password. If they try to click this link once it expires after 24 hours, they can click the Forgot Password button on the portal's log in page to get a new link.

Handout for Portal Users

Click the link below to download a handout for your clients about the benefits of using the patient portal and how to access it. The handout can be customized to include information specific to your clinic's portal setup.

How long does an invite email last?

Note: Invite emails will expire one year after the initial send date. If a patient is using an outdated invitation, the practice can cancel the invite and resend a new one, granting access to the patient to enroll. The updated access link will again expire in one year from the resend date.

Can you link multiple records in Patient Fusion?

Each Patient Fusion username will require a unique login email address, but they can link more than one medical record under one login (i.e. if they sign up for Patient Fusion for multiple healthcare professionals, or if they are the authorized representative for multiple patients).

Can you use fusion portal once you send an invitation?

Once you have sent an invitation, you can use this article to help a patient and/or a patient-authorized representative register for their Patient Fusion patient portal account .