Patient Portal

Overview

There are two options for setting up a patient portal. The first option is a functional Patient Portal, which is included with OpenEMR (The Native Patient Portal). The second option is using a third party patient portal, which utilizes a set of APIs included within OpenEMR. For a demonstration of each of these options, try out the Online Demo.

Native Patient Portal

This is a fully functional onsite (meaning served from the same site as OpenEMR) patient portal.

• To turn the portal on, toggle on Administration->Globals->Portal->'Enable Onsite Patient Portal'
• Set the portal web address at Administration->Globals->Portal->'Onsite Patient Portal Site Address' (this address is the link to your portal that gets emailed to patients)

• Note that if you have multi-site configured for OpenEMR, then need to use the following link to ensure the patient goes to the correct site: https://your_web_site.com/openemr/patients/index.php?site=default (where default is substituted with the site directory)

• Portal is at openemr/patients/
• To authorize a patient to use portals, need to set the following demographic entry to 'YES': Demographics->Choices->'Allow Patient Portal'. To allow emailing of the portal login credentials to the patient also need to set an email address in the patient demographics and need to set the following demographic entry to 'YES': Demographics->Choices->'Allow Email'.
• Patient portal login credentials for patients can be created/reset in the patient summary screen at the 'Create/Reset Onsite Portal Credentials' button (button is located at the top of the summary screen).
• When click 'Save' in the portal login credentials screen, it will email the credentials to the patient and the credentials can also be printed out. (note that for email to work, patient needs to 1) ok email in demographics->choices, 2) have a email address entered in demographics, 3) an email address needs to be set in Administration->Globals->Notifications->'Patient Reminder Sender Email' )
• When a patient logs into the portal for the first time (or after credentials are reset), the patient will be forced to set another password.
• Portal features include the following:

• Display of CCR and CCD reports.
• Display of Labs
• Display of Medications
• Display of Allergies
• Display of Appointments

• The portal is also set to work with OpenEMR's translation engine and uses the same translation login settings of OpenEMR that are set at Administration->Globals->Locale (by default, it will ask the patient for language on login).
• TODO(for developers):

• The appointment setting feature by the patient is not yet ready. The find appt and find open slot scripts are still buggy and the extraneous stuff needs to be removed. When these scripts are ready, can then place the following global in Administration->Globals to turn on this feature: Administration->Globals->Connectors->'Allow Patient Modification of Appointments'. Will also need to add following to the openemr_postcalendar_categories table, pc_catname column: Office Visit (Patient Scheduled)