Login Set up
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 Employer Portal would be based on Employer Name for Employers and a combination of 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 Employer Portal login, when auto-generating logins from 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 the employers, for whom the password is auto-generated. The default value of the property and also if the property is blank, the value would be password1.
Password Rule for Autogeneration for Employer Users: Enter the value in the property to be used as the auto-generated password for Employer Portal login, when auto-generating logins from 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 the employers, for whom the password is auto-generated. The default value of the property and also if the property is blank, the value would be password1.
Note:
The PrognoCIS password properties log.password.alpha.rule and
log.password.min.length property 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 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 on 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 on the View Disclaimer icon:
to view the
attached HTML file.
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.
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.
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.
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.
Note:
On click of 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 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.
Note:
Only Patient tags are supported in the Patient Band settings.
Tabs
Tab1: Enter the menu tab1’s name and all the sub-menus keywords (separated by comma) that are required under this tab.Tab2: Enter the menu tab2’s name and all the sub-menus keywords (separated by comma) that are required under this tab.
Tab3: Enter the menu tab3’s name and all the sub-menus keywords (separated by comma) that are required under this tab.
Tab4: Enter the menu tab4’s name and all the sub-menus keywords (separated by comma) that are required under this tab.
Tab5: Enter the menu tab5’s name and all the sub-menus keywords (separated by comma) that are required under this tab.
Tab6: Enter the menu tab6’s name and all the sub-menus keywords (separated by 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 done by the Employer through 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 Employer Portal, i.e. it can be used for patient search based on only the Patient Name or the Patient Name along with Case Number. Enter the format for Patient Search as required in Employer Portal. Use a combination of constants FLC (F - First Name, L - Last Name, C - Case Number) with the separator , .Billing
Invoices Menu Title: Enter the Title that should be displayed for Invoices Menu option on Employer Portal. By default, the Title of this menu option is Invoices. The maximum allowed characters limit is 50.Payments Menu Title: Enter the Title that should be displayed for Payments Menu option on Employer Portal. By default, the Title of this menu option is Payments. The maximum allowed characters limit is 50.
Aging Menu Title: Enter the Title that should be displayed for Aging Menu option on Employer Portal. By default, the Title of this menu option is Aging. The maximum allowed characters limit is 50.
Invoices Report Codes: This property allows User to configure the billing reports related to Invoices screen of Employer Portal. Enter comma separated list of billing tabular report codes with [EXTRA_PARAM] or [THIS_EMPLOYER] keywords in their definition and/or codes of the reports which are shown on Accounts pop up of 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. Default value of this property is ZEMPINV, ZEMPINVCLM, ZEMPINVCHR, INV_EMP, INV_JOB, INV_TPA.
Payments Report Codes: This property allows User to configure the billing reports related to Payments screen of Employer Portal. Enter comma separated list of billing tabular report codes with [EXTRA_PARAM] or [THIS_EMPLOYER] keywords in their definition and/or codes of the reports which are shown on Accounts pop up of Employer Master, which are ADV_EMP. Default value of this property is ZEMPRECUNP, ZEMPRECPOS, ZEMPRECINV, ADV_EMP.
Aging Report Codes: This property allows User to configure the billing reports related to Aging screen of Employer Portal. Enter comma separated list of billing tabular report codes with [EXTRA_PARAM] or [THIS_EMPLOYER] keyword in their definition and/or codes of the reports which are shown on Accounts pop up of 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. 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 done from Employer Portal. It accepts 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 payment is made from 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 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 Employer Receipt document number created from Employer Portal when an online payment is done. By default the prefix is EPPAY.
Payment Receipt Length: Enter the maximum digits for Employer Receipts document number for the receipts that are created from 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. Length property accepts numeric value between 5 and 10. Hence it is advised to keep a prefix to maximum 5 characters else it gets truncated. This property also accepts 2 special characters: MM and YY for Calendar Month and Year. For Example: For prefix to change with change of Month and Year, it can be set as MMYY which will generate Prefix as 0620 for June 2020 and 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 Employer Portal with Active Status else slide to turn it OFF to add all the patients from Employer Portal with Inactive Status.Generate Login Details: Slide to turn ON the property to generate Patient Portal login details of all the patients being added from Employer Portal with Active Status else 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 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 Employer Portal. The values displayed in the dropdown on 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 3 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 3 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 that have been assigned with the selected roles receive notification messages when an appointment is scheduled/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 time in this field in minutes. Depending on the time set in this field, Employer or Employer Users can schedule or request appointments from the Portal. For example, if the clinic user adds 30 in this field and the Employer schedules an appointment for 10am, the next appointment the Employer can schedule will be at 10:30am 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 the tentative appoints from Employer Portal. If the added appointment is tentative or not is decided based on the existing property, appointment.max_confirmation_days.
Supported Encounter Types: This dropdown allows users to define supported encounter types on Employer Portal while scheduling/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 Employer Portal in the Type of Appointment dropdown displayed on the Employee Appointment page.
The number of encounter types which can be selected from the Supported Enc Types popup is as per 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 on clicking the OK button.
History: Click on the History button to view all the details of changes done by you or any other User.
Reset: Click on the Reset button to reset the recently entered changes to its previously saved details.
Save: Click on the Save button to save the details.
