Physician Portal

Physician Portal Overview

Physician Portal is a web-based application separate from the Netsmart Homecare application. On Physician Portal, you can view patients assigned to you or to your group practice, review clinical reports, review patients' open documents (orders, Certifications of Terminal Illness (CTI), face-to-face documents) if any, make changes, and sign these documents online.

Physician Portal contains the following tabs.


Tab	Description
Select Patients	Displays the patients assigned to you or to your group practice. Use this tab to select specific patients that you want to work with further: either select documents or view the reports. The notification icons are displayed if one of the patient's documents stays over a certain period of time. On this tab, you can also reject those patients who have been erroneously assigned to you.
Select Documents	Displays open documents for the selected patients. For each document, you can view the patient's name with the master ID in parentheses, date of birth, type and date of the document, patient class, and physician's name. Use this tab to select documents for review. If a document stays over a certain period of time or is reviewed and added for signature, the corresponding icons are displayed. On this tab, you can also reject erroneous documents.
Review Documents	Displays documents selected for review including the patient notes, allergies, and medication profile sent to the agency. Use this tab to add the corresponding clinical notes and details to the documents. Also, you can reject erroneous documents or patients.
Sign Documents	Displays after-review documents that are selected for signature. Use this tab to sign documents by entering your secondary password. You can preview and print the signed documents with your changes (if any) within the current session until you sign your next documents.
View Active Orders	Displays all patient's active orders in a single consolidated view.
View Clinical Data	Displays information on the last ten readings for clinical monitoring data.
View CPO	Displays information on the time that you spent reviewing and signing patient's documents and clinical data for the last three months in the Care Plan Oversight report.

To use Netsmart Homecare Physician Portal, you need to have the Physician Portal license. Also, the appropriate privilege must be granted, and a secondary password must be assigned to the operator in Administration>Configuration>Operators>Privileges>Physician Portal.

For Windows-based workstations, the following programs must be installed:

>	Internet Explorer 8, 9, 10, or 11 pop-up blocker disabled

>	Adobe Acrobat Reader 11

>	The latest version Adobe Flash Player (for playing ShowMe videos in Web Help)

For the iPad users, Safari 5 or higher must be installed.

For information about the installation, upgrade requirements, logo configuration, SMTP settings, time-out settings, and other configuration details, refer to the Installation Instructions.

Note: Before signing documents from the Physician Portal, ensure that the resource is configured in the Netsmart Homecare application to include a valid entry in the Suffix/Professional Title box on Resource > Basic. Configuring this setting properly ensures that the signature is captured correctly. For more information, see the Resource > Basic section in the Help, under Resource > General.

Correcting Physician Portal Rejected Orders

The orders rejected via Physician Portal appear in the Order Run to which they were linked in the Netsmart Homecare application. Rejected orders receive the status "X" and are locked from editing for historical purposes. A new identical order with the new ID number is generated instead of the rejected order. You need to correct and approve this new order.

To correct a rejected order:

1.	Log in to Netsmart Homecare.

2.	Generate the Orders Audit report for the rejected orders and, if needed, specify other criteria.

The generated report shows the information on the rejected orders.

3.	Based on the reason you see on the report, make the appropriate corrections in clinical, patient, payer, or other information. If the order was rejected by mistake, do not make any changes.

4.	Link the corrected order to an Order Run.

5.	Review and approve the order.

The order is available for signature on Physician Portal.

About Physician Electronic Signatures for Documents

The following table shows the signature format for orders, CTIs and face-to-face documents that are signed from Physician Portal and Netsmart Homecare.


Document	Origin	Signature
Order	Physician Portal	Electronically Signed by Date Received
	Physician Portal. Physicians sign for each other in a group practice.	Electronically Signed by Dr. for Dr. Date Received
	Netsmart Homecare	Signed by Dr. Date Received
CTI	Physician Portal	Electronically Signed by , Date of Signature
	Physician Portal. Physicians sign for each other in a group practice.	Electronically Signed by , for , Date of Signature
	Netsmart Homecare Clinical note B or H are electronically signed.	Electronically Signed by , Date Received
Face-to-Face	Physician Portal	Electronically Signed by , Date of Signature
Face-to-Face	Physician Portal. Physicians sign for each other in a group practice.	Electronically Signed by , for , Date Received

Note: If the Face-to-Face document or CTI is signed by Nurse Practitioner, the suffix and professional title is not printed.

Troubleshooting Physician Portal

Signing Documents

The following message may appear after clicking Sign: 'Discipline is not defined for operator 'xxx''. To avoid this and to sign the documents successfully, the Discipline for Physician Clinical Notes check box must be selected in Administration>Clinical>Disciplines for the needed discipline of the resource type.

Resetting the Password

1.	On the Login page, click the Forgot your password? link.

2.	For validation, enter your user name and any of the active e-mails specified in the Netsmart Homecare application.

The hint for the password is sent to the specified e-mail. If you recall your password based on the received hint, click the Return to the Login page link and log in.

3.	If you still do not remember the password, click the Reset the password link.

1.	Answer the displayed security questions, and then click Submit.

2.	Enter your new password in the New Password and Confirm Password fields.

3.	If needed, select the Reset Signature Password check box and change the electronic password information in the appropriate fields.

4.	Click Submit.

The message notifies you about the password change.

5.	Click Continue to go to Physician Portal.