Your Solutions and Objectives
Start-Up Agenda Items
Let's Get Started!
Start by watching the 3 step training tutorials on how your daily work flow in each tool is designed for accessing patient Blue Button data and secure document exchange.
Lets take a closer look into Patient Lookup. Each video targets a specific feature:
Now it's Time to Cover
My Practice and Team Start-up Goals
Now that you have watched the daily workflow tutorials, we will cover your goals set forth for you and your team to get started.
Setup your practice and team
You will need to designate a security official(s) to:
Create Team members
- Provide specific rolls to users who will be viewing patient-generated events
Instruct new users how to login to Patient Lookup
Designate and train team members to assist with patient enrollment
These team members will assist the patient in Get Your Health Record Enrollment. When a patient is enrolled using your dedicated link, the patient will be added to your portal roster:
Enrollment Assistance using Dedicated Link
Adding patients to Patient Lookup portal
Patient Generated Events and Document exchange
Patients will be instructed to complete the monthly health screening in order to provide secure documents to their health care team. In return, the care team can upload documents back in the completed screening for the patient to review:
Patient completes screening and uploads document for care team
Care team reviews and uploads documents for patient