PracticeSuite’s patient portal provides a number of functionalities beneficial for the patients. Some of them are
a. Schedule appointment: Patients can request an appointment online for a provider/practice giving preferred date and time. Rescheduling and canceling of appointments can be done as well.
b. The patient portal provides the option to view all statements for a patient along with their details. Also, it provides the patient the facility to pay to the practice online using the credit card. There is an option for quick pay without login to the portal as well.
c. The Patient is able to view his clinical summary from the portal, download and send the summary to another provider.
d. Patient Consent Forms are available at Patient Portal which the patients can access and electronically sign. The completed and signed documents are automatically recorded in the Patient’s Document screen. (For more details see section Patient Consent Forms below)
Login to the Patient Portal
The succeeding lines explain the way in which a patient can be given access to the portal.
1. Login to PracticeSuite and select Patient from the main menu. In the Patient Search page, type the name of the patient or MR#, or PC REf#, the patient list will be displayed below (see Image 1). Click on the required patient from the list to open the Patient Demographics page.
2. From the Patient Demographics page, click on the 
button. The portal setup screen (refer to Image 2) opens up. The 
sign indicates that the setup is not yet done for the patient.
The Email ID of the patient will be set as the User name. For the password field, either enter the password manually or click on 
button to have the system generate the password for you. Select the Show CCR Report option and click the Save button.
3. Once the portal access setup is done, a tick mark appears as in 
.
4. Go to the practice portal website. Enter the User Name and Password provided to login to the patient portal. Image 3 is a sample screenshot of the patient portal home page.
Patient Consent Forms
To help Practices to move to paperless mode, Patient Consent Forms are made available through Patient Portal. Practices will need to first configure the required forms in Letter Master. Once added, patients can access these Consent form(s) online and electronically sign them. The completed and signed documents are automatically recorded in the Patient’s Document screen. Here is the steps how patients can access the consent forms:
A. When Patients log in to the Practice Portal, they are first brought to the home screen as in Image 3.
B. Consent Letters option shows up in the home screen (highlighted in Image 3) and patients can click on Launch Consent Letters to bring up all consent forms loaded in the Portal. Any forms added in Letter Master module with the Group Code – “PORTAL_CONSENT_FORM” will appear as a Consent Form in Patient Portal; see Image 4.
C. Select the required letter and click on ‘View Consent Letter’ as shown in Image 1.1b. The letter will then open as shown in Image 1.1c and will include the option for patient to sign. After the form is signed, the patient will hit the option ‘Submit and Print’.
D. The submitted form is uploaded into the patient’s documents. See Image 1.1d.
