Select Core Portal Functionalities to Deploy at Initial Launch

A phased approach to portal implementation keeps staff from being overburdened. At the beginning, while efforts are focused on enrollment, it’s important to offer portal functions that address regulatory requirements and have an immediate impact for patients, providers and staff. Features that are popular with patients include clinical messaging, lab results, make/cancel appointments, refill prescriptions, view/download medical record, complete forms and bill pay.

Add Features to Encourage Patient Use as Enrollment Grows

As enrollment grows, adding new portal features will help to increase usage. Features like after-visit summaries, medication lists and immunization records are popular with patients and become easier to operationalize once you have an established portal user base.

An Established Portal User Base Can Enable Efficiencies

As the portal user base grows, you will have the opportunity to implement new features to support your clinic’s operations, such as bill pay, patient education materials, form download, online assessments and e-visit functionality. Closely monitor new and revised features to ensure they are streamlining workflow rather than adding to it.

Implement Appointment Functionality Configured for Your Clinic’s Needs

Portal systems offer clinics a wide array of options for appointment scheduling, ranging from requesting an appointment to displaying established appointments and real-time scheduling of appointments. Appointment functionality is popular with patients and can reduce calls to the clinic.

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