Patient Portal 2.0 Feature Highlights

Patients have the ability to edit their password

Patients can view, send and receive messages.

· Practitioner sends messages to patients in a HIPAA and GDPR compliant method

· Practitioner sends a message via IDEAS (from Patient Messages folder). These can be either blank or templated messages. Practitioner can personalize the template for one-time use.

· IDEAS  triggers an e-mail and/or SMS message (an option selected by the patient) to notify the patient that a message is available.

· IDEAS  saves the portal message in Patient Messages folder

· Patient can see the incoming messages in the Recent Messages section on the patient portal.

· When the patient has read the portal email message, it is flagged with “Read Receipt” indicator with date and time. SMS messages are not flagged.

Patient can either reply to the received message or create a new message. This message is also stored in the Patient Messages folder within IDEAS. The message can be to an individual or a team. Teams are configured in IDEAS 

· IDEAS  marks the message as “Read” when opened by the Patient.

The ability now exists to allow patients to send and receive messages from clinic 'Teams'. These teams are setup as user groups within IDEAS, whereby clinic users can be a member of multiple cross-functional groups/teams. This approach helps ensure that all members of the patient-support team can access relevant messages or cover for an absent team member on days off.
For those clinics who use USER GROUP (Teams) with templated messages: When patients write new messages to a clinic, they MUST designate a destination/recipient by choosing from a list of available user groups (teams).  The name of this user group list is labeled as DEPARTMENT.

Patients can view and fill out Patient Forms. The ability to expose forms to the portal is a configuration item. Allowable forms are presented in a list view.

· Patient selects a form from the list and chooses to fill it out.

· Patient can save a form as a work in progress. The form is visible in IDEAS 6.0 once it is saved.

· Saved forms are presented in IDEAS  as “Patient, Draft” in the Staff Member column.

· Patient selects “Submit” once the form has been completed. The status of the form changes to “Submitted”. The form is now marked as “Read Only”.

· Within IDEAS the practitioner may require further information or corrections. They can mark the form as “Return to Patient”. This changes the status from “Submitted” to “Saved”. “Return to Patient” button is only available if the form has not been signed off in IDEAS .

· Show progress bar for number of questions answered

· When a form is “Submitted” an automated order is generated within IDEAS.

Practitioner can remove the document from the patient portal by choosing “Remove from Portal”

· Patient can download the document from the patient portal

· IDEAS 6.0 tracks when the document is downloaded in the log.

· Practitioner signs off the lab results in IDEAS

· Depending on the configuration, the lab results are now available for the patient to view on the patient portal

· E-mail\SMS Message is sent to the patient for notification of availability of test results.

· Patients can view the Lab Results in the Lab Results section of the patient portal

· If the practitioner revokes sign-off within IDEAS, the patient will no longer be able to view the Lab Results.

· Patient chooses the online payment option. The outstanding amount is displayed

· Patient enters the credit card data as requested by credit card gateway.

· Patient enters the payment amount. The amount can be either full or partial payment.

· Patient can view all appointments and confirmed drug doses as part of the treatment plan. Unconfirmed drug doses are not displayed

· Patient can view appointment details by selecting the particular appointment. Details such as procedure type and details are viewed. The level of detail presented is configurable in IDEAS.

· SMS/E-mail is sent to the patient for appointment reminders as configured in IDEAS.

· Patient can view the details of a confirmed drug dose by selecting the particular item. Drug doses are determined within IDEAS as part of the treatment plan.

· Clinic can control the visibility of drugs by configuring the individual drug.

· SMS/E-mail is sent to the patient for drug treatment reminders as configured in IDEAS .

Clinics can add colour to the menu, headers, and footers that would complements the main clinic website. RGB values to use for menu bars

Clinic (admin) have the ability to set a random password or create a password for each patient. 

• Height & Weight Units
• Clinic Contact URL
• Payments 
• Patient Personal Info (Enable & Hiding Info) 
• CSS Setting (Portal Colours & Menu Font)