The PrognoCIS Attorney Portal is a platform that empowers the attorney to electronically refer a patient to a clinic and maintain two-way communication with the clinic. Using this portal, the clinic and the attorney can securely share information about the patient's visit, such as SOAP notes or laboratory/radiology results, manage appointments in real time, or exchange documents, notes, and reports.
An attorney cannot self-register in PrognoCIS. A record must first be created by a clinic user in the Attorney Master for an attorney to be able to log into the PrognoCIS Attorney Portal.
The Attorney Portal has the following features:
- Enable communication between the attorney and the clinic
- Provide access to the patient's health records
- Request and schedule appointments on behalf of the patient
- Check the status of requested appointments
- Provide services for both single-location as well as multi-location clinics
- Support multiple browsers (Microsoft Internet Explorer, Mozilla Firefox, Apple Safari, Google Chrome)
- Support multiple devices (iPad and Android)
Add Icon: Click the Add icon to add a new attorney record.
Search Icon: The Attorney Search popup displays all the attorney records present in PrognoCIS and can be used to search for a particular attorney or law firm using keywords like Name, Contact, External ID, or Address.
There are two checkboxes: "Starting With" and "Wrap" in the top-left corner of the Attorney Search popup. If the "Starting With" checkbox is checked, the Attorney Search popup displays all the attorney records starting with the keyword entered in the
"Name" field. The results are displayed in alphabetical order from A-Z. If the "Wrap" checkbox is checked, all the fields in the Attorney Search popup display the content over multiple lines instead of a single line, making the records easier to read.
If this checkbox is unchecked, only one line of the content is displayed. The Attorney Search popup displays a table with the following columns: Name, Contact, External ID, and Address.
Clicking any record in the Attorney Search popup takes you to the Attorney Master.
On the right-hand side of the screen, there is a drop-down list with three options: Active, Inactive, and All.
- If the Active option is selected, all active attorney records are displayed in the Attorney Search.
- If the Inactive option is selected, all inactive attorney records are displayed in the Attorney Search.
- If the All option is selected, all active as well as inactive attorney records are displayed in the Attorney Search.
First,
Previous,
Next, and
Last buttons act as navigation arrows and are used to navigate between attorney records.
Attorney
The Attorney section contains the name of the attorney and the attorney's law firm.*Attorney Law Firm: Enter the name of the attorney's law firm. This is a mandatory field and has a character limit of 50 characters.
*Contact Person Name: Enter the name of the person who owns the law firm or is in charge of the firm. This field is mandatory when the Attorney Portal is turned ON. The character limit for this field is 50 characters.
External ID: This is the ID of the external application from which the current attorney record is imported. Every time an attorney's record is imported, this External ID is used for reference and identification of the appropriate attorney record from the Attorney Master. This field has a character limit of 20 characters and can be left blank if the current attorney record is being created in PrognoCIS.
Mapping Insurance to Attorney: This field is available to users only when the Attorney Billing feature is turned ON. This field is grayed out when the user selects the option to add a new attorney record. Once a new attorney record is added to the system, this field is autofilled with the name of the insurance record associated with the attorney and cannot be edited. If an insurance record is not associated with the attorney, this field is enabled and the user can use the Search Icon to search for an attorney.
Address
The Address section stores the location and contact information details of the attorney.Address: Enter the address of the attorney. This is an optional field and contains two lines (i.e., Address Line 1 and Address Line 2). The character limit for these two lines is 35 characters.
ZIP: Enter the ZIP code of the attorney. If the selected country is the USA and a valid ZIP code is entered, the city and state are automatically detected.
City: Enter the name of the city where the attorney lives.
State: Select the name of the state where the attorney lives.
Country: Enter the name of the country where the attorney lives. The USA is selected as the default option. If the attorney lives outside the US, select the Non-US checkbox and enter the name of the country.
ISD Prefix: Enter the International Subscriber Dialing (ISD) prefix of the country. This field is enabled only if the Non-US checkbox is selected.
Work Tel. 1: Enter the work telephone number of the attorney's law firm.
Work Tel. 2: Enter an alternate work telephone number of the attorney's law firm.
Note:
The maximum number of characters accepted in the fields Work Tel. 1, Work Tel. 2, and Fax is 20 characters.
However, this is dependent on the format set in the properties,
tel.mask.applicable and
tel.mask.format, which is usually 10 characters.
Fax: Enter the fax number of the attorney's law firm.
Email: Enter the email address of the attorney's law firm. This field has a 35-character limit.
Email Notification for No Show Appointments Checkbox: If this checkbox is checked and an appointment is scheduled from the Attorney Portal, and later the patient fails to show up at the clinic for this appointment, then the clinic marks the appointment as No Show and an email is sent to the attorney associated with the patient notifying them of the same. This checkbox is enabled only if the Attorney Portal is turned ON and a valid email address is entered in the Email field.
Active: When this checkbox is selected, the attorney becomes active and their record becomes available in the search list. An attorney is allowed to log into the Attorney Portal only if the status of the attorney in PrognoCIS is Active.
Note: The Active checkbox should be deselected in the Attorney Master when the attorney is no longer associated with the clinic so that the attorney is not allowed to log into the Attorney Portal and access patient health records.
Attorneys can be searched in PrognoCIS based on their status, whether it is Active or Inactive.
Last Modified By: This field displays the date and timestamp of the last modification made to the attorney's record as well as the user who performed the modifications.
Last Logged In to Portal: This field displays the date and timestamp of the last time that an attorney logged into the Attorney Portal. This field is enabled only when the Attorney Portal is turned ON.
History Button: Click this button to view the history of the modifications made on the Attorney Master screen.
Save Button: Click this button to save a newly created attorney record or save changes made to an existing attorney record.
If the Attorney Portal is turned ON and the user adds the Attorney Law Firm, Contact Person Name, and Email, then upon clicking the Save button, Attorney Portal login credentials are generated.
Delete Button: Click this button to delete an attorney record from PrognoCIS; a prompt confirming your delete action is displayed.Note: If an insurance record for this attorney
exists in the Insurance Master and a user tries to delete that attorney, the validation message "Cannot delete. Attorney Referenced in Insurance Master" is displayed.
Reset Button: Click this button to reset the recent changes made to the record before it is saved.