Patient Portal

Summary

This enhancement to Patient WF: Make Appointment introduces the ability to reorder the sequence of workflow steps when scheduling within the Portals.

Background

Previously, there was no option to modify the sequence in which information could be entered while scheduling within the Portals. This frequently resulted in the user proceeding deep into the scheduling workflow, only to be redirected to the call center for scheduling due to information dependencies, creating a cumbersome experience.

Feature Description

Feature #33758

This enhancement introduces the capability to customize the scheduling workflow by site for both the Referring and Patient Portals.

For example, the workflow may be configured to allow users to input exam and insurance details at the beginning of the process, aiding in the assessment of whether the exam can be scheduled online. Once all pertinent information has been entered, the review step will transition into scheduling, allowing the user to compete the process.

Feature #32990

Additionally, the existing Appointment Summary located on the right of the screen during scheduling has been updated to add an Edit link to the Appointment Summary panel so users still have access if the panel is visible.

Note that if the Review Exam screen is hidden, the Appointment Summary will continue to be displayed to provide the user with a review of their exam progress.

Service Team Upgrade Instructions

Configuration Instructions

No System Administrator actions are necessary to enable this feature, however Service Team assistance is required.

Summary

This enhancement to Patient Portal simplifies insurance authorization entry during scheduling.

Background

Previously, the authorization entry step was a two-part process. In efforts to simplify the scheduling workflow in the Patient Portal, the authorization input has now been made into an optional one-step entry.

Feature Description

The authorization field has been relocated the Select Insurance tab directly under the Carrier selection. Additionally, the Authorization Number field is now optional and will not require a value to continue scheduling.

Authorization entry step that will reside on the select insurance table directly under the carrier selection.

Configuration Instructions

No System Administrator actions are necessary to enable this feature.

RIS Client

Changes to ParagraphConfig Lookup Table Settings

·         PPExamAuthorization has been updated to reflect the above changes:

Some exams require authorization from your insurance provider prior to the exam. If you have an authorization number enter below.