Login Setup
Login Details Generation on Email Address: Slide to turn ON the feature where the Employer Portal login details are created for Employers and Employer Users only after the email address is added, which will help in creating the User ID as the email address, OR slide to turn OFF the feature to create the Employer Portal login details without the email address, in which case, the User ID for the Employer Portal would be based on the Employer Name for Employers and a combination of the First Name and Last Name for Employer Users.Password Rule for Autogeneration for Employer: Enter the value in the property to be used as the auto-generated password for the Employer Portal login, when auto-generating logins from the Login Details screen for Employers. For example, if the value is set to password1, then password1 will be considered as the password to be generated automatically and emailed to all Employers, for whom the password is auto-generated. The default value of the property, and also if the property is blank, is password1.
Password Rule for Autogeneration for Employer Users: Enter the value in the property to be used as the auto-generated password for the Employer Portal login, when auto-generating logins from the Login Details screen for Employer Users. For example, if the value is set to password1, then password1 will be considered as the password to be generated automatically and emailed to all Employer Users, for whom the password is auto-generated. The default value of the property, and also if the property is blank, is password1.
Note:
The PrognoCIS password properties log.password.alpha.rule and
log.password.min.length govern the fields
Password Rule for Autogeneration for Employer and
Password Rule for Autogeneration for Employer Users.
Show Disclaimer: Slide to turn ON the feature of displaying the Disclaimer on the Employer Portal during the Employer's first login.
OR
Slide to turn OFF the feature and let the Employer log in to the Employer Portal without any display of the Disclaimer.
Attach Disclaimer: Click on the Attach Disclaimer icon:
to attach an HTML file
as a Disclaimer or Terms and Conditions page that should be displayed on the Employer's login to the Employer Portal.
Click on the View Disclaimer icon:
to view the
attached HTML file.
Login Page Message Line 1: Enter the welcome message that should be displayed on the first line of the Employer Portal's login screen. The maximum allowed character limit is 16. By default, the message Welcome to is displayed.
Login Page Message Line 2: Enter the message that should be displayed on the second line (below the welcome message) of the Employer Portal's login screen. By default, the message PrognoCIS Employer Portal is displayed. The maximum allowed character limit is 21.
Login Page Message Line 3: Enter the message that should be displayed on the third line, i.e., below the second line's message on the login screen of the Employer Portal. You can use it to put a single-line message about the Clinic or Practice. The maximum allowed character limit is 31.
Login Page Message Line 4: Enter the message that should be displayed on the fourth line of the Employer Portal's login screen. The maximum allowed character limit is 196.
Note:
On click of the Zoom icon:,
the entire message is displayed in the Edit Notes popup.
Login Details Menu Options: Select the required value in the property, based on which the Login Details options will be displayed on the Employer Portal. The options available for selection are:
- Both
- Change User ID
- Change Password
- None
Patient Band
Row1-Column1: Click on the Select Tags icon:
and select the required tag whose value needs to be
displayed in Row1-Column1 of the 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 Row1-Column2 of the 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 Row1-Column3 of the 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 Row1-Column4 of the 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 Row2-Column1 of the 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 Row2-Column2 of the 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 Row2-Column3 of the 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 Row2-Column4 of the Patient Band on the Employer Portal. The default value of the field is Patient's Email Address.
Note:
Only Patient tags are supported in the Patient Band settings.
Tabs
Tab1: Enter the Menu Tab 1's name and all the sub-menu keywords (separated by a comma) that are required under this tab.Tab2: Enter the Menu Tab 2's name and all the sub-menu keywords (separated by a comma) that are required under this tab.
Tab3: Enter the Menu Tab 3's name and all the sub-menu keywords (separated by a comma) that are required under this tab.
Tab4: Enter the Menu Tab 4's name and all the sub-menu keywords (separated by a comma) that are required under this tab.
Tab5: Enter the Menu Tab 5's name and all the sub-menu keywords (separated by a comma) that are required under this tab.
Tab6: Enter the Menu Tab 6's name and all the sub-menu keywords (separated by a comma) that are required under this tab.
Following is the list of supported keywords in the Tabs section:
- CSD = Clinic Shared Documents
- INV = Invoices
- REC = Payments made by the Employer through the Employer Receipt in PrognoCIS
- AGN = Aging
- DEPTLIST = List of Departments
- USERLIST = List of Employer Users
- ADDDEPT = Add New Department
- ADDUSER = Add New Employer User
- PAY = Make Payment
- PTREG = Patient Registration
- PTLIST = Patient List
- APPT = Employee Appointment
- EMPVISIT = Employee Visit Information
- CLINICREPORT = Clinical Reports
- BILLREPORT = Billing Reports
- Tab1 - Clinic Shared Documents:CSD
- Tab2 - Billing:INV,REC,AGN,PAY
- Tab3 - User Management:DEPTLIST,USERLIST,ADDDEPT,ADDUSER
- Tab4 - Employee Management:PTREG,PTLIST
- Tab5 - Appointments:APPT,EMPVISIT
- Tab6 - Reports:CLINICREPORT,BILLREPORT
Documents
Patient Search: This field lets the PrognoCIS User define the way Patient Search functions in the Employer Portal, i.e., it can be used for patient search based only on the Patient Name or the Patient Name along with the Case Number. Enter the format for Patient Search as required in the Employer Portal. Use a combination of constants FLC (F - First Name, L - Last Name, C - Case Number) with the comma (,) separator.Billing
Invoices Menu Title: Enter the title that should be displayed for the Invoices menu option on the Employer Portal. By default, the title of this menu option is Invoices. The maximum allowed character limit is 50.Payments Menu Title: Enter the title that should be displayed for the Payments menu option on the Employer Portal. By default, the title of this menu option is Payments. The maximum allowed character limit is 50.
Aging Menu Title: Enter the title that should be displayed for the Aging menu option on the Employer Portal. By default, the title of this menu option is Aging. The maximum allowed character limit is 50.
Invoices Report Codes: This property allows the User to configure the billing reports related to the Invoices screen of the Employer Portal. Enter a comma-separated list of billing tabular report codes with the [EXTRA_PARAM] or [THIS_EMPLOYER] keywords in their definition and/or codes of the reports which are shown on the Accounts popup of the Employer Master, which are: INV_EMP, INV_JOB, INV_TPA, OS_EMP, OS_JOB, OS_TPA, AR_EMP, AR_JOB, AR_TPA, WO_EMP, ADV_EMP. The default value of this property is ZEMPINV, ZEMPINVCLM, ZEMPINVCHR, INV_EMP, INV_JOB, INV_TPA.
Payments Report Codes: This property allows the User to configure the billing reports related to the Payments screen of the Employer Portal. Enter a comma-separated list of billing tabular report codes with the [EXTRA_PARAM] or [THIS_EMPLOYER] keywords in their definition and/or codes of the reports which are shown on the Accounts popup of the Employer Master, which are: ADV_EMP. The default value of this property is ZEMPRECUNP, ZEMPRECPOS, ZEMPRECINV, ADV_EMP.
Aging Report Codes: This property allows the User to configure the billing reports related to the Aging screen of the Employer Portal. Enter a comma-separated list of billing tabular report codes with the [EXTRA_PARAM] or [THIS_EMPLOYER] keywords in their definition and/or codes of the reports which are shown on the Accounts popup of the Employer Master, which are: INV_EMP, INV_JOB, INV_TPA, OS_EMP, OS_JOB, OS_TPA, AR_EMP, AR_JOB, AR_TPA, WO_EMP, ADV_EMP. The default value of this property is ZEMPAR, ZEMPTPAAR, ZEMPJOBAR, ZEMPOSINV, ZEMPOSCLM, ZEMPOSCHRG.
Merchant Code: This field is used to specify the merchant code which should be used for crediting online payments made from the Employer Portal. It accepts the values PAYPROS, STRIPE, INTEGRITY, AUTHORIZE, FATTMERCHANT, and BRAINTREE. Enter the appropriate Merchant Code.
Message to Role: Enter the user role assigned to the users who should receive a notification message when a payment is made from the Employer Portal. Along with setting up this field, the Supported Event No. 257 should be checked.
Payment Option: Enter the payment options that are to be shown on the Make Payment screen of the Employer Portal. The options allowed are:
- 0-All
- 1-Current Outstanding
- 2-Other Outstanding
Payment Receipt Prefix: Enter the prefix that should be used while generating the Employer Receipt document number created from the Employer Portal when an online payment is made. By default, the prefix is EPPAY.
Payment Receipt Length: Enter the maximum number of digits for the Employer Receipts document number for the receipts that are created from the Employer Portal using Online Payment.
Note:
The fields Payment Receipt Prefix and Payment Receipt Length work in conjunction. The Prefix + Length properties together generate the document number, which should not exceed 10 characters. The Length property accepts a numeric value between 5 and 10. Hence, it is advised to keep the prefix to a maximum of 5 characters; otherwise, it gets truncated. This property also accepts two special characters: MM and YY for the Calendar Month and Year. For example: For the prefix to change with the change of Month and Year, it can be set as MMYY, which will generate the prefix as 0620 for June 2020, 0720 for July 2020, and 0121 for Jan 2021.
Employee Management
Add New Employee: Slide to turn ON the property to get all of the patients being added from the Employer Portal with Active Status; otherwise, slide to turn it OFF to add all the patients from the Employer Portal with Inactive Status.Generate Login Details: Slide to turn ON the property to generate the Patient Portal login details of all the patients being added from the Employer Portal with Active Status; otherwise, slide to turn it OFF to not generate the login details.
Message to Role: Enter the user role assigned to the users who should receive a notification message when a patient gets registered from the Employee Registration page of the Employer Portal. Along with setting up this field, the Supported Event No. 258 should be checked.
Patient Type Title: Enter a value in this field for it to be displayed as the label of the Patient Type dropdown on the New Employee Registration and Edit Employee Registration pages of the Employer Portal. The values displayed in the dropdown on the Employer Portal are populated from Settings → Configuration → Group Types → Non-System → Patient Group (PG). If the value in this field is kept blank, then no dropdown is displayed on the New Employee Registration and Edit Employee Registration pages.
Appointment
Schedule Appointment: Select a value in this dropdown to decide whether the Employer or the Employer User would be able to schedule an appointment for the Employee or the Patient from the Employer Portal. This dropdown displays the following three options: Y-Schedule Appointment, R-Request Appointment, N-No Action on Patient.Appointment Notification Rule: Select a value in this dropdown to send a notification message to the clinic users when an appointment is scheduled or requested from the Employer Portal. This dropdown has three options: A-Appointment Doctor, N-All Nurses, S-Staff.
Appointment Message To: Click on the Search icon:
, displayed next to this field to invoke the Roles popup. Select various roles from the popup. Clinic users who have been assigned the selected roles receive notification messages when an appointment is scheduled or requested from the Employer Portal. It is important to note that the values added in this field are considered only when the option 'S-Staff' is selected from the Appointment Notification Rule dropdown. Click on the Clear link to remove the selections in this field.
Appointment Slots After Min: Enter the time in this field in minutes. Depending on the time set in this field, the Employer or Employer Users can schedule or request appointments from the Employer Portal. For example, if the clinic user adds 30 in this field and the Employer schedules an appointment for 10:00 AM, the next appointment the Employer can schedule will be at 10:30 AM or later.
Contact Number Mandatory: Set this toggle button to ON to make the Contact Number field displayed on the Employee Appointment page under the Appointments menu option on the Employer Portal a mandatory field while scheduling an appointment. The number added in the Contact Number field on the Employer Portal may or may not be the same as the contact number added in the Address tab on the Patient Registration screen of that patient. Set this toggle button to OFF so that the Contact Number field on the Employee Appointment page under the Appointments menu on the Employer Portal is hidden.
Delete Appointment: Set this toggle button to ON. This enables the Employer or the Employer User to delete tentative appointments from the Employer Portal. Whether the added appointment is tentative is decided based on the existing property appointment.max_confirmation_days.
Supported Encounter Types: This dropdown allows users to define the supported encounter types on the Employer Portal while scheduling or requesting an appointment. Click on the Search icon:
, next to this field to invoke the Supported Enc Types popup.
From this popup, select the desired encounter types and click on the OK button.
The encounter types selected in this field are reflected on the Employer Portal in the Type of Appointment dropdown displayed on the Employee Appointment page.
The number of encounter types that can be selected from the Supported Enc Types popup is determined by the value set in the admin-level property portal.appt.max.enctype. The default value of the property is 80, and the maximum value that can be set in this property is 280. Thus, up to 280 encounter types can be selected from the popup. If a user selects more than the allowed number of encounter types from the popup, then an error message: Selected Max No Of Encounter Types is displayed upon clicking the OK button.
History: Click on the History button to view all the details of changes made by you or any other User.
Reset: Click on the Reset button to reset the recently entered changes to their previously saved details.
Save: Click on the Save button to save the details.