Portal Policy Groups

Description:

Every patient's situation is unique, now your portal policies can now accommodate those variations.

Whether you need policies to vary based on insurance, the patient's minor status, discipline, or the clinic where they are being seen-the portal can do it all.

Applies To:

TheraOffice Patient Portal

Setting up Policy Groups:

The above image shows the backstage menu with Administrator and Patient Portal Settings selected.

1. Navigate to your portal settings in the Backstage Menu-->Administrator-->Patient Portal Settings.

The above image shows the policies section of Patient Portal Settings. The Policies navigation option is highlighted in yellow, you will click here to access policies.

2. Select Policies from the menu at left.

The above image showcases the controls in the policies menu. To create a new policy group, you will select Add Policy Group (yellow).

3. Create a policy group from the option at the top of the screen.

4. Give your group a recognizable name. This is the name staff will use when setting the appropriate group for a patient invitation.

The above image shows the Policy Group creation window, where policies within the group are managed.

5. Add the policies to your group accordingly using the arrows down the center of the screen. The Right green arrow adds policies to the group, the left red arrow removes them. You can reorder the policies in the list (this is how they will display to patients) using the up and down arrows.

6. When finished, click Save & Close.

Using Policy Groups:

When sending the Patient Invitation email to the portal, you will select the appropriate policy group for that patient's registration. Only one policy group can be selected per registration.