View source for HOWTO: Patient self-registration in the Native Patient Portal

= Introduction =

OpenEMR supports multiple Patient Portals; see their description and discussion on the OpenEMR wiki page:

https://www.open-emr.org/wiki/index.php/Patient_Portal


This document describes how a patient may register themself and create a patient record in a practice's EMR, by using its Onsite Patient Portal. It assumes the portal has been turned on and configured in the practice's OpenEMR Globals (oval at lower left in image below).


'''Please note:''' when test- registering in your own Onsite Portal, 

you must be logged out of its OpenEMR or you may get errors and fail!<br>
:Alternatively, open the portal in a different browser than the one used with the EMR.


'''Also-''' this document shows the version of the portal in OpenEMR 6.0, after the patches were released to fix some self- registration and login issues.<br>
:The portal from OpenEMR v6.1 looks noticeably different but still functions the same as described here.

= Configuration =

The other portal settings may be as desired, but be sure the OpenEMR's Globals are set to allow self- registration: "Allow Onsite New Patient Registration' (rectangle, below),


[[Image:pp-0globals.png]]

Note in Version 6.1.0 (release date March/April 2022). Patient Portal Registration will require a Google Recaptcha V2 key to be setup in order to use the patient portal registration.  This is used to enhance security and mitigate Denial of Service attacks on the patient registration service.<br>
Documentation for this is being written.

= Procedure =

The patient obtains the practice's Patient Portal Login URL and surfs to it.

== 1. Portal Login Screen  ==

Click the 'Register' button (oval at lower left).
<br>
:'''NOTE: be sure the text areas'''<br>
::'''''Username, Password and E-mail'''''<br>
:'''are empty or the self- registration will not begin.'''<br>


[[Image:pp-00.png]]

== 2. 'Get Started' screen. ==

Fill in the required blanks (image below).
* The little icon for required items (circle at right) will be used in other portal registration screens. 
[[Image:pp-01a.png|center]]
* The email is also used as the patient's portal login username.  If it is not unique in the practice's EMR, e.g., a family all uses the same email, when it is turned into the portal login some character(s) will be added to make it a unique username and the login credential will be sent to the email account.



Click 'Next' (oval at lower right)



[[Image:pp-01.png|top]]

== 3. Fill in the patient profile information ==

Again, the required items have the little icon in the text area.
* Most of these data are not required for registration. If any required items are missed the first time this screen appears, when the 'Next' button is clicked this screen will return showing them with a red border, as shown below.
* These fields are basically all of the demographics and history information from the patient record, and are not required to register a new patient. But any information filled in here will be transferred to the new patient's OpenEMR record.



Click 'Next'


[[Image:pp-03.png|top]]

== 4. Enter insurance ==

* Enter 'Self' in 'Insurance Company' if patient has no insurance.



Click 'Next'



[[Image:pp-04.png]]

* If 'Self' was entered, confirm no insurance.



Click 'OK'


[[Image:pp-04a.png]]

== 5. Registration Complete ==

* As the panel says, the user may use the step buttons along the top of the panel to return to an earlier section and change the information.



Click green 'Send Request' button at lower right.


[[Image:pp-05.png|top]]






=== No Email Configured ===

If email is not configured for the OpenEMR instance the following error message will display.



[[Image:pp-05b.png|top]]

Functionally, what that means is that the patient will not receive a confirmation email.

However the patient record will still be created in the OpenEMR...



[[Image:pp-06.png|top]]









...and any history items that were entered during registration will be transferred to the patient's new EMR record.



[[Image:pp-06a.png]]


[[Image:pp-06b.png|top]]


=== Email Configured ===

If the EMR has SMTP configured for use in, for example, Patient Reminders, the portal registration module will send out a patient login credentials verification email as described below for the patient to confirm their login credentials.

If you (the OpenEMR Administrator) simply want to test OpenEMR's various email functions you can refer to the instructions at the forum post linked below on how to use a gmail account's SMTP server for VERY LOW VOLUME testing.

[https://community.open-emr.org/t/portal-self-registration/15866/4 https://community.open-emr.org/t/portal-self-registration/15866/4]

But now let's assume you have configured access to some sort of email server.

Click the green ''''Send Request'''' button at lower right...

... and see the success report:


[[Image:pp-05c.png|top]]

== 6. Patient Confirm Credential ==

Open the confirmation email:


[[Image:pp-07.png]]

It has a link in it to the practice's Patient Portal and a 'One Time verification PIN'


[[Image:pp-07a.png]]












Click the link to open the verification page in the browser:


[[Image:pp-07b.png|top]]

'''Enter Credentials'''

:1. The Account Name will be filled in already with the patient's account name

:2. Use the email for the Username

:3. Use the One Time Pin from the confirmation email

:4. Create a new password: 12 - 18 characters, include numbers and symbols* '''''this MUST be secure, it's protecting personal medical information!'''''

:5. Re- enter the new password

:6. Click 'Log in' button at lower right

and be logged into the patient portal.


[[Image:pp-07c.png]]

= Conclusion = 
Portions of this page can be slightly modified  for use as a handout for the patient of individual clinics.

And even if no SMTP server has been set up self- registration can still be useful to initiate patient records in the practice's OpenEMR