The Patient Portal has been upgraded and is now referred to as PXP. In this Quick Reference Guide, users will learn the following:
- The Auto Enrollment Process.
- How to Manually Enroll patients into PXP.
What is the Auto Enrollment Process?
For the Auto Enrollment Process to work. The following fields must be completed in the patient's Demographics:
- Full Name
- DOB
- Birth Sex
- Patient's Address (to include Zip Code)
- Email Address
IMPORTANT NOTE: Enrollment cannot be completed if any of these fields are left blank.
When does the Auto Enrollment take place?
The PXP Auto Enrollment takes place during the following:
- Completing the E-Mail field in the patient's Demographics.
- And when Scheduling Patient Appointments.
How Do I Manually Enroll Patients into PXP?
In this section we will explore how to enroll patients in the PXP from both the EHR and PM applications. We will start with EHR.
To Manually Enroll Patients into PXP from EHR
There are Two ways to Manually Enroll Patients into PXP using the EHR application.
- Click the Enroll Now link located on the Patient's Information bar.
2. The Patient can be Manually Enrolled by:
- Clicking the File menu.
- Selecting Patient Portal.
- Choosing Enroll Now from extended menu.
IMPORTANT NOTE: A patient can only be enrolled one time in a 24 hour period.
Enrollment Statuses
There are five Enrollment Statuses:
How Do I Manually Enroll Patients into PXP from PM?
There a number of ways to Enroll the patient into PXP using the PM Application. However, we will only explore two of them: The Patient's Chart, and from the Appointment Book.
Patient's Chart
One of the ways to Enroll a patient into PXP from their chart, is to:
- Click the Enroll Now link located on the Patient Information bar.
Note: Remember that the patients Full Name, DOB, Address (including Zip Code), and Email Address must be added to their Demographics to have successful enrollment.
Users can also Enroll patients in PXP by:
- Clicking the Norton button next to the patient's name.
- Selecting Patient Portal.
- Choosing Enroll Now from the extended menu.
Appointment Book
To Enroll patients into PXP from the Appointment Book:
- Right-Click on patient appointment.
- Select Patient Portal.
- Choose Enroll Now from the extended menu.
Conclusion
If the patient has PXP related issues after being enrolled. Please continue to use 1-844-4MYPORT or 1-844-469-7678.