This setting affects how patients can schedule their appointments through the patient health records portal (PHR). Setting this option to "OFF" only allows patients to message your practice about appointments by selecting up to three day and time preferences. This does not give patients access to choose a particular calendar slot.

Setting this option to "ON" allows patients to view slot openings in the appointment calendar based on their selected appointment type. Patients have the option of booking an appointment directly on the appointment calendar.

This setting indicates whether patients will receive email notifications for status changes to their appointments. Setting this option to "ON" notifies patients via email each time there is a status change to their appointment.

This setting allows email notifications to be sent to patients with a scheduled appointment, regardless of whether they are accessing the patient portal.

A patient must have an email address associated with their demographics in order to use this feature.

When this is set to "ON" and an appointment is scheduled for a patient, practice staff will have an option to Send Email in the appointment pop-up.

Click Send Email to notify the patient of their scheduled appointment.

This setting allows billers to default the encounter batch date to the current date.

When this option is set to "ON" the batch date for billing encounters will be the current date when new encounters are created in the billing product.

When this is set to "ON", encounters in the EHR with the Procedures plugin will include a dropdown option for Procedure Macro.

This setting allows practices to disable both appointment request and appointment schedule in the Patient Health Records (PHR) portal.

When this option is set to "OFF" patients will still see an option for Schedule Appointment. When a patient clicks this option, they will be directed to contact the practice directly to set up an appointment.

This setting allows practices to enable or disable patient messaging from the Patient Health Records (PHR) portal.

When this option is set to "OFF" patients will not have the option to message directly from the PHR.

By enabling the preventing harm information blocking exception and psychotherapy note exclusion, providers can hide EHI from a patient's portal. Turn this setting On, then click Update to enable the ability to hide EHI from the patient portal. 

When the information blocking exception setting is on, the eye icon will display in the chart summary section of the patient's dashboard.  

Click the icon to block the information from displaying in the patient portal. Click Approve on the disclaimer.

The eye icon will display with a diagonal line indicating it has been blocked. 

Click the blocked eye icon to unblock the information and display it on the patient portal. Click Approve on the disclaimer. 

Psychotherapy

Starting Tuesday, April 19, 2023, if you have the enabled information blocking exception, you will be able to mark your encounter as a psychotherapy note, which will automatically block the visit from displaying on the patient portal.  

When creating a new encounter, check the box labeled Psychotherapy Note.

After the encounter is signed, it will automatically be blocked in the chart summary. 

For past psychotherapy notes, the encounter will need to be blocked using the icon on the chart summary screen.

Select Psychotherapy Note as the information blocking type and click Approve.

The eye icon will display with a diagonal line indicating it has been blocked.