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A health IT web solution brought to you by TSI Healthcare Patient Portal Introduction and Overview
A health IT web solution brought to you by TSI Healthcare
Patient Portal Introduction and Overview
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This is a listen‐only presentationAudio by Phone
S l “U T l h ”o Select “Use Telephone”o Dial the provided number
o Follow voice promptso You will need to use the Access Code and Audio Pino The Code and Pin are unique to each attendee
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Raising your Hand:oIf you have been muted and would like to get the presenter’s attention, use the “Raise Hand” icon.
Asking Questions:s g Quest o s:o Questions can be asked using the Questions Panel on the Meeting Controls
o We will attempt to answer all questions at the end of the session.
AgendaAgenda
o Backgroundo Backgroundo Meaningful Use
io Basic Featureso Workflow Functionso Value Added Implementationo Next Stepso Next Steps
NextGen® Patient PortalNextGen Patient Portal
o Increased Communication between provider & ppatiento Ease & SecurityHi h t U d C i ti M dio Highest Used Communication Mediumso The internet!
Web Portals‐ BackgroundWeb Portals Background
o Around Since Mid ‘90so Around Since Mid 90so Part of our everyday lives
o Financial Institutions (Online Banking Stock Trading)o Financial Institutions (Online Banking, Stock Trading)o Government Institutionso Online Shoppingpp g
o Healthcareo Lagging due to previous lack of incentives & need for HIPAA regulations (both issues now solved)
Why Patient Portals?Why Patient Portals?
o Increasing trend towards seeking information o c eas g t e d to a ds see g o at oonline.o Patients want instant access to personal health data, billing information, and communication
h h i i i ffi io Improve the physician practice efficiency, resulting in improved revenues and reduced expensesexpenses
Meaningful UseMeaningful Use
o Stage 1 and 2 require use of Patient Portalo Stage 1 and 2 require use of Patient Portal Enrollment > 50% View/Download PHR > 5% Send secure messages > 5%
INTRO TO PATIENT PORTALRequirements & Features
INTRO TO PATIENT PORTAL
Admin/Back Office Featureso Scheduling:
o Appointment Requests: Receive patient appointment requests specifying available time, specific providers, and other preferences
o Real Time Booking: Allows patients to enter appointment preferences, search for available appointment times, and book appointments directly from portal
o Appointment Reminders o Available on home page of Patient Portal
o Alerts o If practice has recall letters set‐up, alerts are available on home page of Patient
Portal
o Online Statements* NEW FEATUREo EPM system can send electronic copies of patient statements to the Patient Portal.
An email notifies patients when a new statement is posted.o *Additional fees may apply based on your Patient Portal agreement
o Bill Payment** NEW FEATUREo In conjunction with the Online Statements service, patients can make secure
payment with credit card or electronic checko **Requires agreement with TransFirst, a third‐party Payment Processing
Clearinghouseg
LIVE DEMOLIVE DEMO
Clinical Features
o Templates (Online Forms)o Streamlined check‐in process reduce waiting times save on administrativeo Streamlined check in process, reduce waiting times, save on administrative
costs associated with paperwork and wasted timeo Online Forms: Series of template forms that can be completed by the patient
and imported into the patient’s EHR chart
o Prescriptionso Prescriptionso Patients can request refills of medications online in a secure mannero Patients can view active AND inactive medications, as well as select their
preferred pharmacy
o Uploading Documents and Imageso Uploading Documents and Imageso Ability to upload EHR documents and EHR images into the patient’s portalo Provides patients with access to key personal health information, such as
patient plans, lab results, etc.o Documents and Images automatically converted into PDF format
LIVE DEMOLIVE DEMO
Patient FeaturesPatient Features
o Research Centero Research Centero HealthWise patient research center (patient education resources)
o Notifications from Practiceo Select where patient wants notifications of portal activity to be delivered, email addresses and sms text availableaddresses and sms text available
Shared Features
o Secure Messagingo Patients can interact with practice staff members
o For example, can contact administrative staff with billing questions or their care provider(s) to understand their symptoms, resolve episodic issues, and seek guidance
o Ability to create generic or specific message recipients and establish routing rules
o Patients receive notifications of portal activity and can set up multiple email addresses and SMS notificationsset up multiple email addresses and SMS notifications
o Request Health Recordo Ability to view and download summary of healtho Ability to view and download summary of health
record
LIVE DEMOLIVE DEMO
NextGen EPM, EHR, and Patient Portal
WORKFLOW FUNCTIONS
PATIENT PORTAL ENROLLMENTSAdministrators have the ability to determine when enrollments take place.
Options: Check in – (Recommended Option) Check out D i i t k b li i l t ff During intake by clinical staff**It’s always recommended to enroll New Patients and Established patients during
scheduling calls
Items to consider: Volume of patients checking in or out and which option is the most
feasible for your practice Kiosk/computer station ‐ can assist in enrollment adoption Kiosk/computer station can assist in enrollment adoption
Patient Portal Kiosk IdeaC t f T St tf d P ti M A th iti & O t i C tCourtesy of Tanya Stratford, Practice Manager, Arthritis & Osteoporosis Center
NextMD (Patient Portal) Appointment TypesTypes
Administrators have the ability to determine appointment types that are available to be requested or booked per provider from Patient Portal.
Examples of Appointments:Real Time Booking could be used for physicals any appointment that hasphysicals, any appointment that has standard scheduling parameters Appointment Requests can be setup for any types of appointments these go directly to the person(s) determined by the administrator
Items to consider:Items to consider:What kinds (categories) of appointments should be available for each provider and each location?Whi h i i l i d hi hWhich visits use Real Time and which use Requests?
NextMD (Patient Portal) EPM Inbox kflWorkflows
Administrators have the ability to determine which staff members gets what types of communications through creation of message routing rules.
For example‐ Appointment requests go to the front desk and billing questions go to the billing specialist.
Items to consider:Who gets each kind of message, and do they vary based on provider?
NextMD (Patient Portal) EHR Inbox kflWorkflows
Administrators determine which staff members gets what types of communications through creation of message routing rules. EHR normally has
users that receive different types of messages than EPMusers that receive different types of messages than EPM.
For example:Medication refills for Dr. Smith may go to Nurse Betty, and general medical questions may go to all nursing staff.
Items to consider:Who gets the different kinds of messages, and do they need to vary based on
provider?
Standard ResponsesAdministrators can create their own customized standard responses to a patient’sAdministrators can create their own customized standard responses to a patient s NextMD (Patient Portal) messages and requests. Automated responses are created
in File Maintenance.
For example: When a patient requests an appointment, you could have a standard response for approved and denied appointment requests.
Items to consider:What messages would have responses that don’t typically change? What would the
best response text read?
Value Added ImplementationA New & Redeveloped Client‐Centered Approach
Value Added Implementationof NextGen® Patient Portal
Additional ResourcesAdditional Resources
o Demonstration and End User Presentation materials & user guides
o Simple Marketing Suggestionso Simple Marketing Suggestionso See “Bonus” section of your Portal Guidebook
o All available on our MU Central websiteo All available on our MU Central websiteo www.tsihealthcare.com/MUCentral
o Password: success
Client‐Centered OutreachClient Centered Outreacho Starter Kits
o 1000 Informational Literature cards
o 1000 Reminder Cardso Mailed after Core Groupo Mailed after Core Group
Trainingo Also Available
o Posterso Posterso Reorder
o Online in the Client Area section of our website
o Contact [email protected] for discounted rates
Informational LiteratureInformational Literature
Actual Size: Standard post card
Reminder CardsReminder Cards
Actual Size: Standard Business Card
Educational PostersEducational Posters
Next Stepso Complete “Configuration & Admin Training” Registration Form
o Please complete TODAY immediately after this sessiono Link available from our Meaningful Use Central website
o www.tsihealthcare.com/mucentralo Password: successo Click Patient Portal Implementation Documents
o Form will allow practice to select functionality provide trainer with workflow information and customizeo Form will allow practice to select functionality, provide trainer with workflow information, and customize standard responses
o After submission: TSI staff will process and complete initial set up for the Patient Portal in the system based on information provided on the form
o Attend Configuration & Admin Trainingo One‐on‐one session between practice’s portal team lead(s) and an Patient Portal trainero One on one session between practice s portal team lead(s) and an Patient Portal trainer
o Attend Core Group Trainingo Link sent to practice manager
o Test Portal functionality using Test patients o Attend Testing Follow Up sessiono Attend Patient Portal End User sessions
o Link sent to practice managero Patient Roll‐Outo Post Go‐Live follow‐upo Download Documentationo Download Documentation
o Demonstration and End User Training slides, user guides, etc.o Link available from our Client Area section
o www.tsihealthcare.como Click Client Areao Username: tsiclient Password: tsihealthcare oro www.tsihtealthcare.com/mucentralo Password: success
QUESTIONS?
