2222 Morris Avenue, 2^nd FL, Union, NJ 07083

http://www.DigiDMS.com

support@DigiDMS.com

Phone: 908.688.8810, Fax: 877.733.4305

Patient Portal

Document Type: Help Manual

Version: 1.0

Preface

About this Document

This User Manual provides a complete and easy-to-follow guide to users of Patient Portal. Users can navigate by the Table of Contents of a title or click on any item in the Table in order to understand functionalities Patient Portal.

Document Owner: DigiDMS, Inc.

Target Audience

This guide is intended for Users of DigiDMS, Inc.

Assumptions

Not Available

Contact Information

DigiDMS, Inc.

2222 Morris Ave, 2nd Floor Union, NJ-07083 Ph: (877)-1.866DGDMS, (908)-688-8810 Fax: (877) - 733 - 4305

Confidentiality

This document and the information contained herein are confidential to and the property of DigiDMS, Inc. and are made available to DigiDMS users and others acting on behalf of the company for the sole purpose of understanding, conducting development or business for DigiDMS, Inc.

The contents of this documents (either in part or whole) must not be reproduced, stored in a retrieval system, transmitted or duplicated in any form or by any means, including photocopying, electronic, mechanical, recording or otherwise, without the prior written permission of the copyright holder: DigiDMS, Inc. DigiDMS may make changes or improvements in the software or specifications described in this document at any time without notice. These changes will be incorporated in new release of this document.

Disclaimer

Every effort has been made to ensure the accuracy and correctness of the information contained herein. However, in the unlikely event of certain errors and/or omission, DigiDMS, Inc. will not be liable to be held responsible for any loss whatsoever due to the usage of this document. DigiDMS, Inc. also reserves the right to modify the contents of this document without any prior notice.

Document History

Version	Date	Person	Change Type	Change Remarks

Introduction

“My Personal chart” is Patient Portal i.e. a web-based system that serves as a secure communication link between you and the clinic. When you log in to the Portal with your private user name and password, you can see information that is pulled from DigiDMS EHR at the clinic and displayed on the web page.

“My Personal chart” taps into the power and convenience of the Internet to help you update patient information; coordinate patient appointments; manage chronic conditions; and send/receive information.

Using My personal chart patients are able to synch their inpatient record with their personal health record and better manage their own health information The secure, patient Web-portal lets patients log in to access and update their health information, view their scheduled appointments, update registration information, see billing statements, access medications, immunization records, wellness schedules and read physician-annotated lab results.

Changing default password of patient’s account

1. Once patient clicks on the Patient Portal link provided in Email he will be redirected to https://www.mypersonalchart.com/ and will be served with “Terms and Condition” webpage as shown in image below.

2. Scroll to bottom of page and click on button “I accepts terms and conditions listed above”

3. Once terms and conditions have been accepted user will be taken to “Change Password” page as shown in image below

4. Type the required password in “New Password” and “Confirm Password” fields

5. Provide security questions which will be later utilized for resetting user password

Finally click Submit button to change password. Patient must use this password to log in to the Portal.

Log in to Patient Portal

To access the patient’s account in Patient Portal:

1. Open a web browser.

2. Type the URL: https://www.mypersonalchart.com/ in the address field of the browser.

3. Press the Enter key.

4. The Portal home should be displayed in your browser. As shown in image below

5. Enter user name and password in the fields provided.

6. Click the Sign In button.

After logging in to Portal, patient can:

· Use the messaging feature to communicate with clinic staff.

· View his health summary information.

· Send health summary information update requests if he notice missing information.

· View results of lab and other diagnostic tests.

· Schedule, confirm, cancel, or reschedule an appointment.

· Add an appointment request

· Request a referral or a medication refill.

· Print or save an electronic copy of your Health Summary using the standard Continuity of Care Record (CCD) format.

Introduction to the Portal Interface

Once patient login to his portal account he will be redirected to his dashboard page as shown in the image below

Dashboard:

A typical user's configurable dashboard with separate sections for active problems, Allergies, active medications, lab results, Immunizations, procedure, documents and vital signs containing vital charts showing personal vital signs tracked so far.

Messages:

The quick link for messaging module, using this module patient can view all communications from the clinic through patient’s portal Inbox under the messages tab. Attachments may be included with communications sent by the clinic.

Demographics:

Demographic section consist of items such as patient personal, Contact, Payment, Insurance and ledger details, Guarantors, and emergency contact information.

Manage Clinics:

From this module patients can maintain list of clinics they generally visits. This module also allows patients to register themselves as new patient into DigiDMS EHR used in patient’s clinic and provide demographic data. With each clinic there’s clinic specific patient registration form attached that can be use by patient for online registration. Patient can also add new clinics to their existing list of clinics.

Share Chart:

Using this module patient can choose to share their information with providers so that healthcare organizations have a more complete pictures of a patient’s condition and overall health, Patient can sync their personal health record providing updates to physicians and nurses so they can be proactively involved in helping patients manage chronic conditions. Chart can be share with other users as well. When a patient approves the sharing of certain information, physicians can send online health record information to unaffiliated clinicians, promoting a more collaborative approach to treating a patient.

Import-Export:

Patient can import or export health data in CCD format, data exported in CCD format provide a snapshot in time containing the pertinent clinical, demographic, and administrative data for a specific patient. Data exported can be sent electronically from one caregiver to another. It contains various sections such as patient demographics, insurance information, diagnoses and problem list, medications, allergies and care plan.

The Portal allows patient to view and update general health information documented in DigiDMS EHR at the clinic. General health information that patient can view and update includes:

· A list of active health problems

· documented allergies

· A list of active medications

· Procedure performed

Patient is not allowed to update following information

· Lab results

· Patients immunizations

· Vital signs

· Health Documents

New information submitted through the Portal is routed to a member of clinic staff in CCD format and not directly into DigiDMS EHR patient’s records. Clinic staff will review the new information and determine whether it is appropriate to add the information to patient’s records. The new information will not be visible in the Portal until the clinic staff updates patients’ records.

To view a list of your active problems documented by clinic:

From patient dashboard “Active Problem” section, click on icon to view details of active problem as documented in DigiDMS EHR at the clinic.

To update Problem list:

1. Click on icon from active problem section to open list of current problems as shown in image below:

2. From the webpage provided to edit or to add new problem list click on to edit existing problem list

3. Click on to delete the problem from the list of problems displayed

4. Click on “New” link to add new problem to list

To view a list of your active Medications documented by clinic:

From patient dashboard “Medication” section, click on icon to view details of active medication as documented in DigiDMS EHR at the clinic.

To update Medication:

1. Click on icon from active medication section to open list of current medication as shown in image below:

2. From the webpage provided to edit or to add new medication click on to edit existing medication list

3. Click on to delete the medication from the list of medications displayed

4. Click on “New” link to add new medication to list

To view a list of Allergies documented by clinic:

From patient dashboard “Allergy” section, click on icon to view details of Allergy as documented in DigiDMS EHR at the clinic.

To update Allergy:

1. Click on icon from Allergies section to open list of current medication as shown in image below:

2. From the webpage provided to edit or to add new allergy click on to edit existing allergy list

3. Click on to delete the allergy from the list of allergy displayed

4. Click on “New” link to add new allergy to list

Communicating through the Portal

The Patient Portal provides a convenient communication link between patient and their clinic. For example, patient might use Portal to send a message to a particular staff member, request a referral, request a medication refill, or schedule an appointment. Messages that clinic might send through the Portal include lab and test results, responses to requests you submitted through the Portal, messages requesting information, or general announcements sent to all Portal patients.

Patient can view all communications from the clinic through their Portal account Inbox in the Messages modules. Attachments may be included with communications sent by the clinic.

Sending Messages to Clinic Staff

Patient can use the Portal to send a new message to or respond to a message sent by your clinic.

To send a new message to a clinic staff member:

1. On the main portal user dashboard click on quick link “Messages” as shown in image below

2. Once patient click on quick link “Messages” he will be redirected to message inbox module displaying list of all the messages received so far as shown in image below.

3. To compose new message, from the “OPTIONS” section of the left side bar click on “Compose”

4. Select message type “General “

5. In the “To” field of the New Message window, Type user name which will get auto complete if user exist or click the + button and then select the name of the person to whom you want to send the message as shown in image below.

6. In the Subject field, type a few words to describe what the message is about.

7. Type the message in the space below the Subject field and click Send button.

Requesting an Appointment

Patient can request appointment scheduling through the Portal directly into DigiDMS EHR appointment scheduling system.. The following instructions for requesting an appointment apply to clinics using DigiDMS EHR.

To request an appointment:

1. To schedule an appointment, click on “Compose” from left side bar.

2. Select message type “Appointment”, it will display list of all the “Active” and “In-Progress” appointments

3. From “Appointment detail” window click on to request new appointment.

4. Mention the priority of appointment request

5. Select clinic by clicking the down arrow, and then selecting a clinic from the drop-down list

6. Select doctor by clicking the down arrow, and then selecting a doctor from the drop-down list

7. Click on calendar icon to display a calendar. Click a date in the calendar to select the date.

8. Type time in hh:mm format and click the down-arrow to select “am” or “pm”.

9. Add additional information regarding Chief Complaint that will be helpful for the practice to know. you might also describe the symptoms you are experiencing.

10. After you have completed all required fields for the appointment request, click Submit. Patient request is sent to the clinic’s scheduling Waiting List, and the appointment appears in patient’s list of appointment requests waiting for clinic processing. Patient will also receive an e-mail message confirming receipt of appointment request. After the clinic processes the request, it will move to the confirmed appointments list with an appointment date and time.

Cancelling, or Rescheduling an Appointment

To cancel an appointment:

From the list of appointments displayed click on to cancel an appointment, If you click Cancel Appointment, the clinic is notified of the cancellation, and the appointment is removed from the list of appointment displayed.

To reschedule an appointment:

From the list of appointments displayed, click on to update appointment information and to reschedule it.

Importing, Exporting, or Printing Health Summary

Patient Portal allows patient to view your Health Summary, which contains a “snapshot” of the health information currently documented in your electronic medical record at your doctor’s office. Patient can print a copy of his Health Summary, or can save (export) a copy to his computer.

Patient may want to take a copy of his Health Summary with him if he go to see another doctor. This will enable the new doctor to have detailed information about his health history and to review all medications that he is currently taking before prescribing new medications. This promotes Continuity of Care Records (CCR) handling between providers and is especially useful in avoiding potentially dangerous medication interactions.

To import, export or print health summary:

1. From patient dashboard of Portal screen, click the Export-Import quick link To open Print chart module as shown in image below

2. Once patient click on “Export-Import” quick link, he will be redirected to “Print Chart” page as shown in image below.

3. To view Document in CCD format click on option button “CCD”

4. Click on dropdown list to select clinic name to fetch patients record from

5. From medical record section click on required medical information to select them.

6. Click on “Show” button to generate CCD document. User will be redirected to page asking user to View, Download or Send documents to clinic.

To view CCD Document

Click on “View” button to view CCD document as shown in image below

To export CCD Document

1. Click on “Download” button to export CCD file.

2. Once user click on “Download” button he will be redirected to page where user require to make a selection between:

a. Downloading CCD document in .XML format or

b. Downloading CCD in .XSL format.

After saving the Health Summary file to your computer, you can attach that file to an e-mail message if you need to send it to another physician electronically. CCD files are recognized standards that some medical practices may be able to import directly into their electronic medical record if they use an electronic record system.

To Import CCD Document

1. From side bar click on quick link “Import CCD” to open “Import CCD” page.

2. Click on browse button to select CCD file and click on “Submit” button to import information from CCD document.

Requesting a Medication Refill

Patients use the Patient Portal to request a refill for an existing prescription. Refill requests sent to the clinic through the Portal must be reviewed and approved by a clinic provider before they will be refilled.

To request a medication refill:

1. From the user dash on main portal screen click on “View more” icon of “Medication” section as shown in image below

2. Clicking on icon will open “Current Medication” page

3. To request a medication refill, click on refill medication icon as shown in image below

4. Click on refill medication icon will open page displaying list of all the current medication with check boxes as shown in image below.

5. Click the check box to the left of each medication to be refilled, and then click “Refill Request” button (located at bottom of page).

6. Once user click submit button “Medication Refill Request” window will appear as shown in image below.

7. When user click Request Refill button, all medications he selected for refill appear in a Medication Refill Requests window and a reason field is provided for providing reasons for which request for refill is made also user can include additional information, such as name and address of the pharmacy where user would like the prescription to be filled. Although the clinic may have the original pharmacy information, it is a good idea to confirm all information here, especially address and phone number to identify the specific branch of the pharmacy.

8. Finally click on “Submit” button to send refill request.

Managing Clinics

Patient can manage list of clinics they generally visits.

To manage clinics

1. From patient dashboard of Portal screen, click the “Manage Clinics” quick link to open manage clinic page as shown in image below.

2. “Manage Clinic” page will display list of all the clinics patient is already registered with.

To add new clinic

1. Click on “Add Clinic” button to add new clinic, clicking on “Add new clinic” button will redirect user to page displaying list of all the clinics maintaining patient’s record using DigiDMS EHR, as shown in image below.

2. Click the check box to the left of each clinic name need to be added into patient’s list of clinics.

3. Click on save to add selected clinics.

To fill patients registration form for selected clinic

1. Once the clinic added to list of existing clinics to fill registration form click on icon registration icon.

2. Click on registration icon will open “Patient Registration” form for the selected clinic. As shown in image below

3. Once all the information updated in registration form click on “Save Registration” to automatically create the patient account in DigiDMS EHR and link all related visits to that account, thus patient no longer come to the office early to fill out paperwork for their first appointment.

Sharing Chart

Sharing char module allow patients to share their health information with other users and physicians

To view chart shared by other patients

1. From patient dashboard of Portal screen, click the “Share Chart” quick link to open view user page.

2. On view user page list of all the patients sharing their charts will be displayed as shown in the image below.

sharechart

3. Click on the patient’s name to view their chart.

4. If user wants to view his chart he require to click on “Self” from view user page

To share chart

1. From side bar click on “Share my chart” to open “Share my chart” page as shown in image below

2. Click the check box to the left of each user with whom user wants to share his chart.

3. Finally click on “Active” button to share chart information.

If patient forget password

Patient can reset their password from the login area. Notice the text forgot password? located immediately below the Login button. You can click on this text to access your security question and reset your password. If you did not set up a security question and answer, then you can contact the clinic to reset your password. No one at the clinic knows your password, but they can reset it if necessary, and then you will be able to create a new password.

To Reset your password

1. In the Login area, click the text forgot password? As shown in image below

2. The Forgot password page will be displayed as shown in image below

3. In the Password Retrieval window, type your username

4. The system displays the Secure Question you entered while creating password initially

5. Type the Security Answer you entered in Account Maintenance, and then click Submit button..