This setting affects how patients can schedule their appointments through the patient portal. 

Enabling this option allows patients to see available time slots in the appointment calendar based on their selected appointment type. They can then book an appointment directly from the calendar.

To do this, the patient can simply click Schedule from their Dashboard. 

In the Schedule Appointment screen, the patient will need to select the Location, Provider, and Appointment Type. Depending on the chosen Appointment Type, they may also need to select the Appointment Location, which includes options for Virtual and In-person appointments. 

Next, click on a Time Slot, select their case, and then click Schedule.

Once the patient schedules their appointment, it will be added to both the patient’s upcoming appointments list and the provider’s calendar.

Disabling this option only allows patients to message your practice with up to three preferred days and times for appointments. They won’t be able to select a specific time slot from the calendar.

The patient will need to provide a Reason for Appointment, select a Location and Provider, and choose up to three date and time slots. Then, they can click Request Appointment. 

Once the patient has requested an appointment, the provider’s office will see a Patient Message(s) warning pop-up when logging into Scheduling. Click on Patient Messages to view the message, which will display the patient's name, requested location, appointment reason, along with the requested dates and times. 

Click on a date in the message to jump directly to that date on the calendar. Then, schedule the patient’s appointment by selecting the time slot and adding the patient details.

After the patient appointment is scheduled, it will be visible in the patient portal, both on the Dashboard and under the Appointments tab.

Patient requests and messages can also be accessed from the Patient Requests tab. You can also respond to the patient's request by clicking the Pencil icon.

Type the details in the Message field, then click Send.

Patients can view the message, along with the date and time it was sent, in the portal by clicking More and selecting Messages.

This setting indicates whether patients will receive email notifications for status changes to their appointments, and whether they will receive health-related and coupon notifications. 

Notifications will only be sent to patients who have been set up for the patient portal and who have logged in and activated their patient portal account. Setting this option to "OFF" will disable this feature and patients will not be notified of appointment status changes or health-related and coupon notifications.

Click here to learn more about health-related and coupon notifications!

This setting allows email notifications to be sent to patients with scheduled appointments, 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 the 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.

This option is only available to users enrolled in both EHR and Billing with RXNT.

When this is set to "ON", encounters in the EHR with the Procedures plugin will include a dropdown option for Procedure Macro. Additionally, clients using the RXNT Group Appointments feature will be able to add Procedure Macros to group encounters. 

This setting allows practices to turn off the ability for patients to request an appointment in the patient portal.

When this option is set to OFF, and Allow patients to schedule appointments through patient portal is turned ON, patients will still see the option to schedule an appointment, but they’ll be prompted to contact the practice directly to schedule an appointment.

When both this setting and the 'Allow Patients to Schedule Appointments through the Patient Portal' option are turned ON, patients can schedule appointments directly without needing to submit a request.

In the Schedule Appointment screen, the patient will need to select the Location, Provider, and Appointment Type. Depending on the chosen Appointment Type, they may also need to select the Appointment Location, which includes options for Virtual and In-person appointments. 

Next, click on a Time Slot, select their case, and then click Schedule.

Once the patient schedules their appointment, it will be added to both the patient’s upcoming appointments list and the provider’s calendar.

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

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. 

This setting allows practices to enable or disable patient messaging from the patient portal.

When this option is set to ON, patients can message directly from the portal by clicking the Pencil icon in their messaging center.

The patient would then need to select the type of question from the provided list.

The patient should then enter their question in the message field and click the send icon. 

Once the provider logs in, opens the message center, and clicks on the Patient tab, they can view the message sent by the patient. 

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

Patients will see a warning message at the top of the Messages screen saying, "Your healthcare provider has disabled patient messages. Please contact them directly with any questions."

This setting allows practices to enable integrations with FHIR SMART Apps, which are secure, standardized ways for third-party applications to connect with electronic health records (EHRs). Enabling this setting gives authorized apps access to patient data through the FHIR (Fast Healthcare Interoperability Resources) standard, helping improve interoperability and streamline workflows across different healthcare systems. Click here to learn more about FHIR SMART Apps!

When this setting is enabled it allows practices to notify patients via SMS when a prescription has been sent while also offering potential savings. RXnotify’s automated prescription notifications ease administrative burden for providers and encourage medication adherence. Click here to learn more.