Patient Portal Introduction and Overview

Transcription

1 A health IT web slutin brught t yu by TSI Healthcare Patient Prtal Intrductin and Overview

2 Cntrl Panel Audi Optins: This is a listen nly presentatin Audi by Phne Select Use Telephne Tl Dial the prvided number Fllw vice prmpts Yu will need t use the Access Cde and Audi Pin The Cde and Pin are unique t each attendee Minimizing yur Meeting Cntrls: Meeting cntrls will minimize autmatically T pen & clse cntrls, use the Orange arrw buttn Raising yur Hand: If yu have been muted and wuld like t get the presenter s attentin, use the Raise Hand icn. Asking Questins: s gquest s: Questins can be asked using the Questins Panel n the Meeting Cntrls We will attempt t answer all questins at the end f the sessin.

3 Agenda Backgrund Meaningful Use Basic Features Wrkflw Functins Value Added Implementatin Next Steps

4 NextGen Patient Prtal Increased Cmmunicatin between prvider & patient Ease & Security Highest Used dcmmunicatin Mediums The internet!

5 Web Prtals Backgrund Arund Since Mid 90s Part f ur everyday lives Financial Institutins (Online Banking, StckTrading) Gvernment Institutins Online Shpping Healthcare Lagging due t previus lack f incentives & need fr HIPAA regulatins (bth issues nw slved)

6 Why Patient Prtals? Increasing ceas gte trend dtwards seeking infrmatin at nline. Patients want instant access t persnal health data, billing infrmatin, and cmmunicatin Imprve the physician i practice efficiency, i resulting in imprved revenues and reduced expenses

7 Meaningful Use Stage 1 and 2 require use f Patient Prtal Enrllment > 50% View/Dwnlad PHR > 5% Send secure messages > 5%

8 Requirements & Features INTRO TO PATIENT PORTAL

9 Admin/Back Office Features Scheduling: Appintment Requests: Receive patient appintment requests specifying available time, specific prviders, and ther preferences Real Time Bking: Allws patients t enter appintment preferences, search fr available appintment times, and bk appintments directly frm prtal Appintment Reminders Available n hme page f Patient Prtal Alerts If practice has recall letters set up, alerts are available n hme page f Patient Prtal Online Statements* NEW FEATURE EPM system can send electrnic cpies f patient statements t the Patient Prtal. An ntifies patients when a new statement is psted. *Additinal fees may apply based n yur Patient Prtal agreement Bill Payment** NEW FEATURE In cnjunctin with the Online Statements service, patients can make secure payment with credit card r electrnic check **Requires agreement with TransFirst, a third party Payment Prcessing Clearinghuse

10 LIVE DEMO

11 Clinical Features Templates (Online Frms) Streamlinedcheck inprcess prcess, reducewaitingtimes times, saven administrative csts assciated with paperwrk and wasted time Online Frms: Series f template frms that can be cmpleted by the patient and imprted int the patient s EHR chart Prescriptins Patients can request refills f medicatins nline in a secure manner Patients can view active AND inactive medicatins, as well as select their preferred pharmacy Uplading Dcuments and Images Ability t uplad EHR dcuments and EHR images int the patient s prtal Prvides patients with access t key persnal health infrmatin, such as patient plans, lab results, etc. Dcuments and Images autmatically cnverted int PDF frmat

12 LIVE DEMO

13 Patient Features Research Center HealthWise patient research center (patient educatin resurces) Ntificatins frm Practice Select where patient wants ntificatins f prtal activity t be delivered, addresses and sms text available

14 Shared Features Secure Messaging Patients can interact with practice staff members Fr example, can cntact administrative staff with billing questins r their care prvider(s) t understand their symptms, reslve episdic issues, and seek guidance Ability t create generic r specific message recipients and establish ruting rules Patients receive ntificatins f prtal activity and can set up multiple addresses and SMS ntificatins Request Health Recrd Ability t view and dwnlad summary f health recrd

15 LIVE DEMO

16 NextGen EPM, EHR, and Patient Prtal WORKFLOW FUNCTIONS

17 PATIENT PORTAL ENROLLMENTS Administratrs have the ability t determine when enrllments take place. Optins: Check in (Recmmended Optin) Check ut During intake by clinical i l staff tff **It s always recmmended t enrll New Patients and Established patients during scheduling calls Items t cnsider: Vlume f patients checking in r ut and which ptin is the mst feasible fr yur practice Kisk/cmputer statin can assist in enrllment adptin

18 Patient Prtal Kisk Idea Curtesy f Tanya Stratfrd, tf Practice Manager, Athiti Arthritis & Ot Osteprsis Center

19 NextMD (Patient Prtal) Appintment Types Administratrs have the ability t determine appintment types that are available t be requested r bked per prvider frm Patient Prtal. Examples f Appintments: Real Time Bking culd be used fr physicals, any appintment that has standard scheduling parameters Appintment Requests can be setup fr any types f appintments these g directly t the persn(s) determined by the administratr Itemst t cnsider: What kinds (categries) f appintments shuld be available fr each prvider and each lcatin? Which h visits ii use Real Time and which h use Requests?

20 NextMD (Patient Prtal) EPM Inbx Wrkflws Administratrs have the ability t determine which staff members gets what types f cmmunicatins thrugh creatin f message ruting rules. Fr example Appintment requests g t the frnt desk and billing questins g t the billing specialist. Items t cnsider: Wh gets each kind f message, and d they vary based n prvider?

21 NextMD (Patient Prtal) EHR Inbx Wrkflws Administratrs determine which staff members gets what types f cmmunicatins thrugh creatin f message ruting rules. EHR nrmally has users that receive different types f messages than EPM. Fr example: Medicatin refills fr Dr. Smith may g t Nurse Betty, and general medical questins may g t all nursing staff. Items t cnsider: Wh gets the different kinds f messages, and d they need t vary based n prvider?

22 Standard Respnses Administratrs can create their wn custmized standard respnses t a patient s NextMD (Patient Prtal) messages and requests. Autmated respnses are created in File Maintenance. Fr example: When a patient requests an appintment, yu culd have a standard respnse fr apprved and denied appintment requests. Items t cnsider: What messages wuld have respnses that dn t typically change? What wuld the best respnse text read?

23 A New & Redevelped Client Centered Apprach Value Added Implementatin f NextGen Patient Prtal

24 Additinal Resurces Demnstratin and End User Presentatin materials & user guides Simple Marketing Suggestins See Bnus sectin f yur Prtal Guidebk All available n ur MU Central website Passwrd: success

25 Client Centered Centered Outreach Starter Kits 1000 Infrmatinal Literature cards 1000 Reminder Cards Mailed after CreGrup Training Als Available Psters Rerder Online in the Client Area sectin f ur website Cntact helpdesk@tsihealthcare.cm fr discunted rates

26 Infrmatinal Literature Actual Size: Standard pst card

27 Reminder Cards Actual Size: Standard Business Card

28 Educatinal Psters

29 Next Steps Cmplete Cnfiguratin & Admin Training Registratin Frm Please cmplete TODAY immediately after this sessin Link available frm ur Meaningful Use Central website Passwrd: success Click Patient Prtal Implementatin Dcuments Frm will allw practice t select functinality, prvide trainerwith wrkflwinfrmatin, and custmize standard respnses After submissin: TSI staff will prcess and cmplete initial set up fr the Patient Prtal in the system based n infrmatin prvided n the frm Attend Cnfiguratin & Admin Training One n ne ne sessin between practice s prtal team lead(s) and an Patient Prtal trainer Attend Cre Grup Training Link sent t practice manager Test Prtal functinality using Test patients Attend Testing Fllw Up sessin Attend Patient Prtal End User sessins Link sent t practice manager Patient Rll Out Pst G Live fllw up Dwnlad Dcumentatin Demnstratin and End User Training slides, user guides, etc. Link available frm ur Client Area sectin Click Client Area Username: tsiclient Passwrd: tsihealthcare r Passwrd: success

30 QUESTIONS?