The Patient Portal in CareStack offers existing patients the convenience of managing their dental care online. It allows patients to schedule appointments, fill out forms, view statements, cheque balances, review payment history, and make online payments provided this feature has been enabled by the practice. In this article, we will be exploring Patient Portal Configuration and Account Configuration.
Topics Covered
Patient Portal Configuration
Let's explore how to configure the Patient Portal.
Navigate to the System Menu > select Practice Settings > Portal > Patient Portal.
On Patient Portal Configuration:
You have the Patient Portal link that can be copied and integrated into the practice's webpage, utilised in campaigns, or sent directly to patients.
Follow the steps below to send the Portal link to the Patient.
- Search for and select the Patient in the Global Search bar.
- Click on the Patient Portal drop-down.
- Click Send Link.
A toast notification will appear on the top right stating, 'Patient Portal link has been successfully sent'.
Let's explore the additional capabilities on the Patient Portal Configuration page.
Click Edit on the upper right.
For Patient Portal Appointment Status Settings:
To reflect the different appointment statuses in the patient portal.
- Select the desired Trigger status(es) that will trigger the button to be shown for Confirmation Status.
- Choose the desired Confirmation Status that should appear when the patient confirms the appointment.
- Click the toggle button to enable or disable the access of the following tabs inside the Patient Portal.
- Home
- Appointments
- Treatments
- Payments
- Account Basic Information
- Documents
- Click Save once done.
Account Configuration
As for Account Configuration:
- You can choose the fields to be configured within Patient details.
- Click Edit and checkmark the desired fields to mark them as 'Mandatory'.
- Click Save once done.
A toast notification will appear on the top right stating, 'Configuration updated successfully.'
| Note: For example, if the email field is mandatory, the patient cannot submit the form without entering an email address. |
Tip: Setting the Emergency Contact field as mandatory makes all related fields mandatory. If set as non-mandatory, all related fields become non-mandatory, allowing the patient to save the form without filling them out. |
Here is a screenshot illustrating how the mandatory and non-mandatory fields appear within the patient portal.
The added information can be viewed in the Account Details.
Patient Connect Settings
Once you have selected Patient Connect under Portal on Practice Settings.
- You will see the option to copy the Patient Connect URL.
- Under General Settings, click Edit:
- To enable Two-Factor Authentication (Patient Kiosk) and to edit Patient Kiosk Terms of Use.
-
Patient Kiosk Terms of Use.
- Click Edit to open the Editor.
- Add the Terms of Use to represent the practice.
- Click Save.
- A toast notification will appear on the top right stating, 'Terms of use updated successfully'.
- Click Save on the General Settings to update the configuration.
- A toast notification will appear stating, 'Configurations updated successfully.'.
- You can enable or disable Location Settings in Patient Connect for:
- Corresponding Check-In Pending or Check-In Confirmation Status.
- Click Edit, select as required, click Apply if applicable, and click Save.
- A toast notification will appear on the top right stating, 'Location settings updated successfully'.
- Click Edit, select as required, click Apply if applicable, and click Save.
- Corresponding Check-In Pending or Check-In Confirmation Status.
Take a look at this GIF for a quick recap.
Kiosk Settings
To manage patient information, you can choose to enable or disable the following fields.
Click Edit and checkmark the desired fields to be displayed in Kiosk Mode as 'Mandatory'.
| Note: Option to mark Patient Forms as Mandatory & Patient Info Collection and Verification before check-in. |
- Click Save once completed.
- A toast notification will appear on the top right stating, 'Configuration updated successfully.'
Check out this GIF for a quick recap.
Practices can use this simple guide to gain a quick overview of the Patient Portal and Patient Connect settings in CareStack.