• The release note describes the various new features and enhancements carried out on Portals of the new version, PrognoCIS^TM Denali; with the specifications and UI details wherever applicable.
• ‘User’ mentioned in the document is any PrognoCIS User within their permissible rights assigned to their role.
• The term, ‘System’ and ‘application’ are being interchangeably used to refer to PrognoCIS application.
• Patient information within images is not real or at times may be blurred to safeguard Clinic information.
• Fictitious user data created by Fake Name Generator < http://www.fakenamegenerator.com >  

PrognoCIS Employer Portal is designed for securely sharing Patient’s Protected Health Information (PHI) to their Employer, who is registered in a Clinic. The Employer Portal will allow employers to view various documents shared by a Clinic and Patient’s billing related information for treatments taken in the Clinic. 

Note: Employer Portal is compatible with Chrome, IE11, and Safari and is available for EMR only Clinics as well as EMR + Billing Clinics.

*****UI of Employer Portal*****

Following describes the UI (User Interface) of an Employer Portal:

Employer Portal Login screen

• The left side of Employer Portal Login screen displays the welcome message and other defined messages. Whereas, the right side displays the User ID and Password fields to enter the Employer’s login credentials; Login button; and Forgot Password? link to get new password in case the Employer forgets his/her Password. Refer to figure 2.1-1

Figure 2.1-1: Employer Portal Login screen

Forgot Password screen

• When the Employer clicks on the Forgot Password? link on the Employer Portal Login screen, the Forgot Password screen is displayed. The Forgot Password screen consists of the User ID and Email Address fields to enter the User ID and Email address of an Employer that is registered in PrognoCIS. Refer to figure 2.1-2

Figure 2.1-2: Employer Portal – Forgot Password screen

• If the Employer Account details entered on Forgot Password screen is NOT found in PrognoCIS then an alert, “No Account with the entered Email Address was found. Please contact the clinic at < Clinic’s Work Tel1 >” is displayed. Refer to figure 2.1-3

Figure 2.1-3: Forgot Password alert

Note: If the Clinic’s Work tel1 is not present then Work Tel2 is displayed in the alert.

• Once the newly generated password is sent to the Employer’s registered Email address, a confirmation message, “Your password has been reset and an email has been sent to your registered email address.” is displayed. Refer to figure 2.1-4

Figure 2.1-4: Forgot Password set successful alert

Change Password screen

• The Change Password screen is displayed in the following two scenarios:

1. When the Employer logs in to the Employer Portal for the first time using the login credentials sent to them via email.

2. When the Employer logs in to the Employer Portal (not for the first time) by using the login credentials sent to them via email on apply of Forgot Password request. Refer to figure 2.1-5

Figure 2.1-5: Change Password screen of Employer Portal

• The Change Password screen consists of fields such as Old Password to enter the password received via email; New Password to enter the desired password; and Re Enter New Password to confirm the entered new password.

• Once the password is changed, on the click of Submit button, the confirmation message, “Password has been changed successfully. Please login with your new password.” is displayed. Refer to figure 2.1-6

Figure 2.1-6: Change Password successful alert

Disclaimer

• The Disclaimer or Terms and Conditions popup is displayed when the Employer logs in to the Employer Portal for the first time and after the Password is changed. The Employer has to select the I Accept checkbox and click on ok button to login to their Employer Portal. However, if the Employer clicks on ok button without selecting the I Accept checkbox then the Employer is not allowed to login to their Employer Portal and is navigated back to the login screen. Refer to figure 2.1-7

Figure 2.1-7: Disclaimer on Employer Portal

Employer Portal screen

• The header of the Employer Portal screen displays the Clinic Logo along with Clinic name; and the logged-in Employer’s name preceded with the text, ‘Welcome’ and Logout icon: on right side. Refer to figure 2.1-8

Figure 2.1-8: Employer Portal screen

• The footer of the Employer Portal screen displays the Copyright information and the text, ‘Powered by Bizmatics Inc’ and on the left hand side bottom it displays the browser it is compatible with.

• The Employer Portal screen displays two menu tabs such as Documents and Billing which can be configured from the Employer Portal Settings screen in PrognoCIS EMR. Refer to figure 2.1-9

Figure 2.1-9: Two menu tabs on Employer Portal

• On mouse hover over those menu tabs, respective sub-menus are displayed. The Documents menu tab consists of sub-menu, Clinic Shared Documents and the Billing menu tab consists of sub-menus; Invoices, Receipts, and Aging.  

• On the Employer Portal, by default the sub-menu screen of the first menu tab’s first is loaded and displayed. A breadcrumb trail of the navigation path is displayed on the tab that informs the Employer the exact location in the Portal. Refer to figure 2.1-10

Figure 2.1-10: The breadcrumb trail informs User the navigated path to reach the screen

Documents menu tab

• All the documents shared with an Employer by a Clinic are displayed in the Clinic Shared Documents sub-menu. The Clinic Shared Document sub-menu displays the following details of a document:

Columns	Description
Visit Date	Displays the visit date of a Patient.
Patient’s Name	Displays the Patient’s name.
Type	Displays the type of a document.
Category	Displays the category of a document.
Subject	Displays the subject of a document.
Attending Doc	Displays the Attending doctor of a Patient.
View	On click of View icon: , displays the document.

• The Patient Search field has been provided to search the required Patient and view that Patient’s information in Patient band along with his/her shared documents. Refer to figure 2.1-11

Figure 2.1-11: Patient Search field to invoke a particular patient’s document details

• A click on any Patient name link from the under Patient’s Name column, displays the Patient band and all the shared documents of that respective Patient. Refer to figure 2.1-12

Figure 2.1-12: Patient details displayed

• At a time, 15 documents are displayed in one page of the UI. After that, proceeding pagination numbers are displayed depending upon the number of records. User is then able to navigate by clicking on the page number links provided at the bottom right hand side of the screen.

Limitation: If the employer of the patient is changed from Patient Registration screen (Goto menu: Patient → Register → Contacts tab), the system stops displaying the documents to the last Employer and instead starts displaying them to the changed (or new) Employer. Clinics have to be extra cautious while changing the employer, if they already have shared the Documents.
Whereas, the Billing Information on Employer Portal remains intact; the Portal continues displaying the information to appropriate Employers associated on the Claim.

Billing menu tab

The Billing menu tab on Employer Portal consists of following three sub-menus:

1. Invoices
2. Payments
3. Aging

These three sub-menu options are non-editable and view only. Each of these menu options has respective sub-menus. The report names are displayed in a dropdown list for each of the menu options and in the fixed sequence. Refer to figure 2.1-13

Figure 2.1-13: Employer Portal – Billing tab

• Invoices:

In Invoices sub-menu, the Select Report dropdown list consists of following three options, Refer to figure 2.1-14

Figure 2.1-14: Options such as List of Invoices; Invoices with Claims; and Invoices with Claims-Charges

List of Invoices: The report displays all the Invoices, settled and not settled, generated so far for the selected Employer in the descending order i.e. the latest one at the top. It displays the Invoice No, Invoice Date and Billed Amount of the generated Invoices for the logged-in Employer. Refer to figure 2.1-15

Figure 2.1-15: Employer Portal – List of Invoices Report

Invoices with Claims: The report displays all the Invoices with Claims that are generated for the logged-in in Employer. The Invoices are displayed in descending order (i.e. the latest one at the top) of Invoice Date.It displays the Invoice No, Invoice Date, Claim ID, Claim Date, Patient Name, and Claim Amount. Refer to figure 2.1-16

Figure 2.1-16: Invoices with Claims report

Invoices with Claims-Charges: The report displays all Invoices generated for the logged-in Employer and its Claims details and further drilled down to Charge code level as well. The Invoices are displayed in descending order (i.e. the latest one at the top) of Invoice No. It displays the Invoice No, Invoice Date, Claim ID, Claim Date, Patient Name, Code, and the Charge Amount. Refer to figure 2.1-17

Figure 2.1-17: Invoices with Claims-Charges report

• Payments:

In Payments sub-menu, the Select Report dropdown list consists of following three options, Refer to figure 2.1-18

Figure 2.1-18: Payments report

Payments Not Posted: The report displays all the payments the logged-in Employer has made through Employer Receipts in PrognoCIS, which are in ‘Entered’ status. The Receipts are displayed in descending order i.e. the latest one at the top. It displays the Receipt No, Receipt Date, Pay Mode, Payment Details, and Receipt Amount . Refer to figure 2.1-19

Figure 2.1-19: Report displaying payments not posted

Payments Posted: The report displays all the payments with status, ‘Posted’ that the logged-in Employer has made through Employer Receipts in PrognoCIS. The Receipts are displayed in descending order i.e. the latest one at the top. It displays the Receipt No, Receipt Date, Pay Mode, Payment Details, and Receipt Amount . Refer to figure 2.1-20

Figure 2.1-20: Report displaying posted payments

Payments by Invoices: The report displays all the payments with status, ‘Posted’ that the logged-in Employer has made through Employer Receipts in PrognoCIS. It further displays the Claim Details, against which the payments have been made in a receipt. It displays the Receipt No, Receipt Date, Total Receipt Amt, Pay Mode, Invoice Date, Invoice No, Billed Amount, WO Amt, and Paid Amt . Refer to figure 2.1-21

Figure 2.1-21: Receipts by Invoices report on Employer Portal

• Aging:

In Aging sub-menu, the Select Report dropdown list consists of following six options, Refer to figure 2.1-22

Figure 2.1-22: Sub-menus of the Aging Report

AR: AR (i.e. Account Receivable) report displays the outstanding amount of the logged-in Employer in different Aging buckets. It displays the Due 0-30 Days, Due 31-60 Days, Due 61-90 Days, Due 120+ Days, and Total Due. Refer to figure 2.1-23

Figure 2.1-23: Aging Report for Account Receivable

AR by TPA: The report displays the outstanding amount of the logged-in Employer in different Aging buckets, grouped by each of its TPA (Third Party Administrator). It displays the TPA Name, Due 0-30 Days, Due 31-60 Days, Due 61-90 Days, Due 120+ Days, and Total Due. Refer to figure 2.1-24

Figure 2.1-24: Aging Report for Third Party Administrators (TPA)

AR by Job: The report displays one Job No. in one row and for each Job of logged-in Employer, it displays its Amount Outstanding in each Aging bucket like 0-30, 31-60, etc. Entries of only those Jobs are displayed which have some outstanding Invoices in at least one Aging bucket. Details displayed are Job No, Job Name, Due 0-30 Days, Due 31-60 Days, Due 61-90 Days, Due 120+ Days, and Total Due. Refer to figure 2.1-25

Figure 2.1-25: Aging Report – Account Receivable by Job

List of Outstanding Invoices: This report displays only Outstanding Invoices of the logged-in Employer. The Invoices are displayed in descending order i.e. the latest one at the top. It displays the Invoice No, Invoice Date, Billed Amount, Paid Amount, WO Amount, Bal Amount, and OS Days. Refer to figure 2.1-26

Figure 2.1-26: Aging Report – Outstanding Invoices

Outstanding Invoices by Claims: This report shows a list of all the Outstanding Invoices of the logged-in Employer with details of the claims billed under each of the Invoice listed. It displays the Invoice No, Invoice Date, Claim ID, Claim Date, Patient Name, Claim Amount, Paid Amount, WO Amount, Balance Amount, and Outstanding Days. Refer to figure 2.1-27

Figure 2.1-27: Aging Report – Outstanding Invoices by Claims

Outstanding Invoices by Claims-Charges: The report shows a list of all the Outstanding Invoices of the logged-in Employer with details of the Claims billed under each of the Invoices listed and Charge Codes billed underneath each of those claims. It displays the Invoice No, Invoice Date, Claim ID, Claim Date, Patient Name, Charge Code, Charge Code Description, Charge Amount, Paid Amount, WO Amount, Balance Amount, and Outstanding Days. Refer to figure 2.1-28

Figure 2.1-28: Outstanding Invoices by Claims-Charges report

Note: Print icon: on top right allows Users to print the report they are currently viewing.

*****Configuration of Employer Portal in EMR*****

A new screen, Employer Portal Settings master has been provided on the menu Settings → click Configuration → under Workflow column to do the configuration for Employer Portal. Refer to figure 2.1-29

Figure 2.1-29: Employer Portal Settings screen

• The Employer Portal Settings master screen consists of the following fields:

Login Set up section:

Password Rule for Autogeneration: Enter the rule to be used to generate the password for Employers of Employer Portal. The value entered in the field is set as the password for all Employers, for example if the entered value is ‘password1’ then ‘password1’ will be set as password for all the Employers. The default value is password1.

Show Disclaimer: Slide to turn ON the feature of displaying Disclaimer on the Employer Portal during the Employer’s first login OR Slide to turn OFF the feature and let the Employer login to the Employer Portal without any display of Disclaimer.

Attach Disclaimer: Click the Attach Disclaimer icon: to attach an HTML file as Disclaimer or Terms and conditions page that should be displayed on Employer’s login to Employer Portal. Click the View Disclaimer icon: to view the attached HTML file. It is enabled ONLY when the Show Disclaimer is turned ON.

Login Page Message Line 1: Enter the welcome message that should be displayed in the first line of Employer Portal’s login screen. The maximum allowed characters limit is 16. By default, the message, “Welcome to” is displayed. Refer to figure 2.1-30

Login Page Message Line 2: Enter the message that should be displayed in the second line (below the welcome message) of Employer Portal’s login screen . By default, the message, “PrognoCIS Employer Portal” is displayed. The maximum allowed characters limit is 21. Refer to figure 2.1-30

Login Page Message Line 3: Enter the message that should be displayed in the third line i.e. below the second line’s message on the login screen of Employer Portal. You can use it to put a single line message about the Clinic or Practice. The maximum allowed characters limit is 31. Refer to figure 2.1-30

Login Page Message Line 4: Enter the message that should be displayed in the fourth line of Employer Portal’s login screen. The maximum allowed characters limit is 196. Refer to figure 2.1-14

Note: On click of Zoom icon: , the entire message of line 4 is displayed in the Edit Notes popup.

Figure 2.1-30: Employer Portal login screen messages

Patient Band section:

Row1-Column1: Click on the Select Tags icon: and select the required tag whose value needs to be displayed in the row1-column1 of Patient band on the Employer Portal. The default value of the field is Patient’s Display name.

Row1-Column2: Click on the Select Tags icon: and select the required tag whose value needs to be displayed in the row1-column2 of Patient band on the Employer Portal. The default value of the field is Patient’s Age.

Row1-Column3: Click on the Select Tags icon: and select the required tag whose value needs to be displayed in the row1-column3 of Patient band on the Employer Portal. The default value of the field is Patient’s Cell Phone number.

Row1-Column4: Click on the Select Tags icon: and select the required tag whose value needs to be displayed in the row1-column4 of Patient band on the Employer Portal. The default value of the field is Patient’s Chart number.

Row2-Column1: Click on the Select Tags icon: and select the required tag whose value needs to be displayed in the row2-column1 of Patient band on the Employer Portal. The default value of the field is Patient’s Gender.

Row2-Column2: Click on the Select Tags icon: and select the required tag whose value needs to be displayed in the row2-column2 of Patient band on the Employer Portal. The default value of the field is Patient’s DOB (Date of Birth).

Row2-Column3: Click on the Select Tags icon: and select the required tag whose value needs to be displayed in the row2-column3 of Patient band on the Employer Portal. The default value of the field is Patient’s Primary Physician name.

Row2-Column4: Click on the Select Tags icon: and select the required tag whose value needs to be displayed in the row2-column4 of Patient band on the Employer Portal. The default value of the field is Patient’s Email Address.

Figure 2.1-31: Patient band on Employer Portal

Tabs section (Available only on Admin login):

Tab1: Enter the menu tab1’s name and all the sub-menus keyword (separated by comma) that are required under this tab.

Tab2: Enter the menu tab2’s name and all the sub-menus keyword (separated by comma) that are required under this tab.

• The History button on the Employer Portal Settings screen displays the details of all the changes done by you or any User.

• Only a User Role that has appropriate rights assigned (from menu Settings → click Configuration → under Admin column, click Roles) would have an access to Employer Portal Settings screen. If the Read right is not assigned to a User Role then the Employer Portal Settings link (on menu Settings → click Configuration) won’t be available.

Limitation: If any tab is added with junk value then a blank sub menu is shown on Employer Portal. Please ensure to add only allowed values under tab properties of Employer Portal Settings screen.

*****Changes regarding Employer Portal in EMR*****

In following screens of EMR, the changes regarding Employer Portal has been done:

Sharing documents on Employer Portal

• Share icon is introduced on the Document List screen. Provision is given to share the required documents on the Employer Portal.

• An additional option, Employer Portal has been added on the Select Portal popup. If you select the document; click on Share icon: and turn ON the Employer Portal option then the selected document is shared and available on the Employer Portal.

Figure 2.1-32: Employer Portal selection screen

• Also, a new option, Employer Portal has been added under Documents Available on Portal/s section on the Apply Filters popup (click on Filters button on Document List screen) to filter and display all the documents that are shared on Employer Portal, when selected. Refer to figure 2.1-33

Figure 2.1-33: Document available on Portal on Apply filters popup has provision for Employer Portal

User Login Details popup

• Also, a new User Type, Employer has been added on User Login Details popup (Goto menu Settings → click Configuration → under Admin column, click Login Details) to generate login details of the required Employer for Employer Portal. The Employer User Type would be available only if the Clinic has Employer Portal ON. Refer to figure 2.1-34

Figure 2.1-34: User Login details popup

• Once the Employer login details are generated, the login details are sent to the Employer’s email address (entered in the Employer’s Address details), if present.

 • However, if the Employer’s email address is not present then the Autogenerate checkbox is displayed disabled and while manually generating the respective Employer’s login details, an alert, “Email ID is missing. The Login details will not be emailed” is displayed.

Employer E-Mail template and tags

• The following new E-mail templates have been added under Settings → Configuration → E-Mail to send the Employer Portal’s login details and Invoice to the Employer by email:

Login Email for Employer
Change Password Email for Employers
Forgot Password (From Employer Portal)
Employer Invoice by Email

• Also, the following new employer tags have been added in the Employer E-mail template:

Note: On the Employer Master screen, validations have been added which are invoked only if Employer Portal is ON for the Clinic

- A warning is displayed if a new Employer record is added without adding either the FTIN or email ID. Refer to figure 2.1-35

Figure 2.1-35: Warning message displayed on the Employer Master screen

- A similar Warning Messages are also displayed on the Login Details screen (Goto menu: Settings → Configuration → Login Details) and Patient Registration screen (Goto menu: Patient → Register → Contacts tab).

Two new roles introduced to restrict access to Employer Portal Settings screen

• Access to Employer Portal Settings Screen’s is restricted and is role based. A new section name as Employer Portal Settings, is available on the Roles screen for a User to define the Access rights for the configuration screen, Employer Portal Settings (Goto menu: Settings → Configuration → under workflow column, Employer Portal Settings). Refer to figure 2.1-36

Figure 2.1-36: Access rights for read and update available for Employer Portal Settings screen

• If the access rights are not defined for any role then the Employer Portal Settings link on the Settings Master screen is disabled. Refer to figure 2.1-37

Figure 2.1-37: Disabled link of Employer Portal Settings

Note:

When Read right is assigned to the User then the save button on Employer Portal Settings hyperlink is shown disabled.
When both Read and Update Rights are assigned to the User then the save button on the Employer Portal Settings hyperlink is shown enabled

When a Patient modifies or submits any Patient Form, requests an Appointment, or requests a Refill for any drug then a message notification is sent to the Clinic. Now, the format of these messages has been changed as described below:

A. On submission of Patient Form:

• When a Patient modifies or submits any Patient Form from Patient Portal then a message is sent to the User(s) depending on the property, pp.submit.form.mailto.

• Now following is the new format of the message notification that is sent to the User Role, when a Patient modifies or submits Patient Form from Patient Portal:

Note: In the newer format, if the Primary Contact is select as Email/Letter/No Preference/Cell Phone then the Preferred Phone Number is not displayed.

B. On request of an Appointment:

• When a Patient requests or schedules an Appointment from Patient Portal then a message is sent to the User(s) depending on the property, pp.appointment.mailto.

• Now following is the new format of the message notification that is sent to the User Role, when a Patient requests and schedules an Appointment from Patient Portal:

Note: In the newer format, if the Primary Contact is select as Email/Letter/No Preference/Cell Phone then the Preferred Phone Number is not displayed.

Note: In the newer format, if the Primary Contact is select as Email/Letter/No Preference/Cell Phone then the Preferred Phone Number is not displayed.

C. On request of a Refill:

• When a Patient requests for a refill of any prescribed drug from Patient Portal then a message notification is sent to the User(s) depending on the property, portal.refill.messageto.

• Now following is the new format of the message notification that is sent to the User(s), when a Patient requests for a refill from Patient Portal:

Note: In the newer format, if the Primary Contact is select as Email/Letter/No Preference/Cell Phone then the Preferred Phone Number is not displayed.

• When a doctor either Prints/eRx/Faxes the Refill request that Patient had requested from Portal, then a notification message is sent to the Patient's inbox on portal, along with an email informing him/her of the message.

• To send this notification message, a Support event, 216 has been added in the property, events.supported.

• Following are the messages in new format that are sent on Patient’s Portal and Email Address when a Provider processes the Patient’s Refill request:

Navigation: Goto Patient Portal → Personal Info tab → click on Insurance menu → Insurance screen

• Earlier a Patient could view and edit only the Primary Insurance on Patient Portal. Now, additionally a provision has been given to view and edit all the active Insurances of a Patient on Patient Portal.

• A new dropdown list, Select Insurance Company displays a list of Patient’s all the active Insurance companies of the Patient.

Note: The list includes patient’s Primary, Secondary (if available), Tertiary (if available), DMERC (if available), MotorAcc (if available), PersonalAcc (if available), and WorkerComp (if available) Insurances.

• In the Select Insurance Company dropdown list, the default Insurances of a Patient are displayed on top along with its Insurance type i.e. Primary as (Pri), Secondary as (Sec), and Tertiary as (Ter). Refer to figure 2.3-1

Figure 2.3-1: Select Insurance Complany dropdown list on Patient Portal

• When a Patient selects any Insurance Company from the Select Insurance Company dropdown list, its respective details are auto-populated and displayed in the Insurance Information section. Also, depending on the value set in the property, pp.insurance.update, a Patient has a provision to edit those details.

Navigation: Goto Patient Portal → Personal Info tab → click on Insurance menu → Insurance screen

The following UI (User Interface) changes (as seen in the comparative images) have been done on the Insurance screen:

Figure 2.4-1: Comparison between the existing or old UI with the new UI

1. The Type dropdown list has been removed and in its ‘position’ on screen, the Select Insurance Company dropdown list has been added. Refer to figure 2.4-2

Figure 2.4-2: Type drop-down list removed and in newer UI a new drop-down list added in the same UI position

2. The fields, Employment Status and Employer Address have been removed. Refer to figure 2.4-3

Figure 2.4-3: Two fields Employment Status and Employer Address removed in the newer version

3. The label of Status dropdown list has been changed to Coverage. Refer to figure 2.4-4

Figure 2.4-4: Status field relabeled as Coverage

4. If a Patient selects the Relation as Employer from the Relation dropdown list then only the Employer Name field is displayed unlike the display of all the Subscriber fields in the earlier versions. Refer to figure 2.4-5

Figure 2.4-5: Relation field now selectively displays only Employer name on selection of the Relation

Navigation: Goto Patient Portal → My Health Records tab → click on Lab Results menu → Lab results screen

• Earlier there was no provision for a Patient to view the Lab Result attachments on Patient Portal and the Lab Results screen displayed only the following information:

Date
Test Name
Min
Max
Result
Unit

• Now, provision has been given to view the Lab Result attachments and the following additional information is displayed on the Lab Results screen of Patient Portal:

Order No.
Vendor
Attachment
Remarks

• Also, the UI (User Interface) of the Lab Result screen has been changed. Now the Lab Result screen has been categorized based on the Lab Order number which is displayed in the row highlighted in Yellow. Refer to figure 2.5-1

Figure 2.4-1: Comparison between the existing or old UI with the new UI

• The rows highlighted in Yellow displays the Lab Order details such as Lab Order Date, Order Number, Lab Vendor, Order level attachments and Order level remarks (Remarks icon available only if EMR User has entered a remark in the Lab Result Refer to figure 2.5-2). Whereas the tests and its details such as Test name, Result, Unit, Min, and Max values are displayed below that row.

Figure 2.5-2: Remarks icon on Lab Results screen on Patient Portal

• On click of View Attachment icon: , the Order level attachment of the respective Lab Order is displayed. If multiple attachments are present for the Order then from Select Attachment dropdown list, you can select the required attachment to be viewed. Refer to figure 2.5-3

Figure 2.5-3: Lab Results attachments

• On click of Show Remarks icon: , the respective Order level or Test level remarks are displayed. Refer to figure 2.5-4

Figure 2.5-4: Lab Results Remarks

Navigation: Goto Patient's Encounter → Encounter TOC → click Document List
OR
Goto Patient's Encounter → Review TOC → click Document List

• PrognoCIS now provides the facility to share documents from Clinic on Portals such as Patient, Referring Doc, and Employer Portals. A new Share icon: has been provided on the Document List screen to share the required document on the respective Patient, Referring Doc, and Employer Portals.

• To share any document, click on the required document record; click on the Share icon: ; and turn ON the required Portals from the available options of, Patient Portal, Ref Doc Portal, and/or Employer Portal displayed on the Select Portal popup. Refer to figure 2.6-1

Figure 2.6-1: Select Portal popup

• Once any document from the Document List screen is shared on the Portal then the icon consisting of letters: (for Patient Portal), (for Referring Doc Portal), and (for Employer Portal) are enabled and displayed under the Portals column indicating that the document has been shared on the respective Portal(s). Refer to figure 2.6-2

Figure 2.6-2: Portals column the Document List screen

Note: If none of the Portals are ON for the Patient then the Portals column is NOT displayed on the Document List screen.

• To unshare a document that is already shared, select the document and click on the Share icon: ; and then turn OFF the respective Portal.

• Following table describes the Documents Types that are available for sharing on Portals:

No.	Document Type	Available (✓) OR Not Available (x)	Condition of availability (if applicable)
1.	Lab Result		a. As the individual Lab Result screen is present in Patient Portal and Referring doc portal, the Lab results are going to get automatically shared on that screen depending on the value of property, pp.testresult.beforereview. b. Depending on the option selected from the Portal dropdown list on Lab Tests Master screen (Goto menu: Settings → click Configuration) and Hide checkbox on the Lab Result screen, the document would be available for sharing on Portals.
2.	Radiology Result		a. As the individual Radiology Result screen is present in Patient Portal and Referring doc Portal, the Radiology results are going to get shared automatically on that screen depending on the value of property, pp.testresult.beforereview. b. Depending on the option selected from the Portal dropdown list on Radiology Tests Master screen (Goto menu: Settings → click Configuration) and Hide checkbox on the Radiology Result screen, the document would be available for sharing on Portals.
3.	Patient Messages		None
4.	Letters-In		None
5.	Letters-Out		Available only when the status of the Letters-Out is sent.
6.	Progress Notes		Available only after the close of encounter.
7.	Legal Documents		The Legal documents shared from the Document List screen will be available on both the submenus, Legal Documents and Clinic Shared Documents of Portal. Note: Once the Legal document is signed or attached, it is automatically shared on the Legal Documents submenu of Portal(s).
8.	Other Documents		None
9.	Old Progress Notes		None
10.	Encounter Attachments		None
11.	Clinic Forms		None
12.	Procedure Forms		Available only after the close of encounter. Note: The Share button is also available on Specialty master screen. If any template is shared from the Specialty master screen and that template is used in an encounter then the respective template is automatically shared on the Portal(s). Once the template is shared, the respective Portal(s) icon displays highlighted on the Document List screen of that Patient.
13.	Billing Attachments		None
14.	Progress Notes Report		Available only after the close of encounter.
15.	Clinical Messages (N2N Inwards)		None
16.	Denied Refill Request		None
17.	Consult		Available only when the status of the Consult is Complete and Reviewed.
18.	Procedure		Available only when the status of the Procedure is Complete and Reviewed.
19.	Portal Attachment		None

• Also, three new options, Patient Portal, Referring Doc Portal, and Employer Portal have been added under Documents Available on Portal/s section on the Apply Filters popup (click on Filters button on Document List screen) to filter and display all the documents that are shared on respective Portals, when selected. Refer to figure 2.6-3

Figure 2.6-3: Apply Filters popup

• A new role, ShareOnPortals has been added. Only the User assigned with this role will have an access to Share icon: on the Document List screen and share documents on Portals.

On Patient/Referring Doc Portal

• A new menu, Clinic Shared Documents with icon: has been added in the Patient and Referring Doc Portals to display all the documents shared by a Clinic. Refer to figure 2.6-4

Figure 2.6-4: Clinic Shared Documents screen

• The Clinic Shared Documents menu is available only if the properties governing the Portal tabs consist of the value, ‘CSD’.
For example, if the property, rdp.tab01.options consists of the property value, ‘CSD’ then the Clinic Shared Documents menu will be available under tab 01 on the Ref Doc Portal and if the property, pp.tab02.options consists of the property value, ‘CSD’ then the Clinic Shared Documents menu will be available under tab 02 on the Patient Portal.

• The Clinic Shared Documents screen displays the following information:

Column	Description
Date	Displays the document date.
Type	Displays the type of the document.
Category	Displays the category of the document.
Subject	Displays the entered subject of the document.
Attending Doc	Displays the Patient’s Attending Doctor.
View	On click of zoom icon: , the document is displayed.

• When the document is viewed, the documents popup additionally displays the information such as Patient’s name, Date, Category, and Subject. Also, print and close buttons are displayed to print the document and close the Documents popup.

• Patient/Referring Doc also has a provision to filter the shared documents by Period, Date Range, Document Type, Category, and Attending Doctor. To clear the filter and view all the shared documents, the Clear link is available next to the Search button.

• On Referring Doc Portal, the Letters submenu is now merged with Clinic Documents and the Letters submenu is now changed to Clinic Shared Documents.

• Also, on Patient Portal and Referring Doc Portal, the attached and signed legal Docs displayed in Legal Docs submenu are now available in the Clinic Shared Documents submenu as well.

Hint: Documents such as Procedure Forms, Progress Notes and Progress Notes Report are available for sharing ONLY after close of the Encounter.

Navigation: Goto menu: Settings → Configuration

A newer link, Interface Master has been added – replacing the earlier link of HL7 Interfaces in PrognoCIS UI. Please note that this link is available only on Admin login.

The configuration of the list of Patient Forms (for existing and new Patients) to be shown on Patient Portal is done from Interface Master screen. Refer to figure 2.7-1

Figure 2.7-1: UI of Interface Master

Configuration of Patient Portal file properties for both new and existing Patients is done from the popup invoked via the […] button next to the field, Property File Name.