Patient Access
Portal, telehealth, reminders and education.
11 steps · 10 questions · 5 screens on this shelf
The screens on this shelf
Records
Patient Portal
Portal invitations, activation and reminder preferences.
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Records
Telehealth
Virtual visits, their link and how the connection held up.
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Records
Appointment Reminders
Scheduled with the booking rather than chased afterwards.
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Records
Patient Education
Material that can be assigned to a patient, matched to their conditions.
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Records
Recalls
Patients to see again by a date. The daily job reminds each patient whose recall falls due and who has nothing booked (if they allow reminders), and marks the ones who have booked.
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Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.