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Patient Lookup

Client ID - Blue Button 

Client Address 

Schedule a call to cover CCT, GYHR and/or Patient lookup 

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. 

Step 1: 

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Get Your Health Record 

How to enroll patients for Blue Button data and to add them to your portal roster. Watch the Dedicated Link video: 

  • Enroll with Medicare

Step 2: 

Patient Generated Events

How patients can complete screenings and exchange documents with care team:

  • Patient-Generated events  

  • Secure document exchange 

Step 3: 

Patient Lookup 

Lets take a closer look into Patient Lookup. Each video targets a specific feature:


  • Quick Profile

  • Calendar

  • Health History 

  • Device Data 

  • Patient-Generated Events 

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. 

Goal 1:

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Setup your practice and team

You will need to designate a security official(s) to: 

  • Create practices 

  • Create Team members 
    - Provide specific rolls to users who will be viewing patient-generated events

  • Instruct new users how to login to Patient Lookup

Goal 2:

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

Goal 3:

Team Building

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

Team Contacts

Monthly CCT Status Calls 

Managed Populations and Programs

ACO Track/Glide Path:

Patient Assignment Type

Connected EHRs





Athena Health