The Patient Portal is a website that patients use to interact with the clinic. Patients are taken to the Portal when they receive the new patient intake questions via email. After they establish credentials they can perform multiple tasks including sending messages to the doctor, updating communications preferences, viewing upcoming appointments and making payments.
Other helpful Tips for Fortis at the bottom of the page
New Patient Intake and Account Establishment
Sending New Patient Link
Second way to Send a Portal link Go to Edit Information and Utilities and Send Patient Portal Link
Email Patient will receive to setup the Portal and to fill out the Case History Options that were selected
See the document on Patient Communication that explains how to send the new patient link. Patient Communication
Send Existing Patient Portal Link
Pull up patient in Patient Search and off of the wand go to Edit Information
Click Utilities and Send Patient Portal Link
Confirm the Patient Email Address and click OK
Check mark the History Options you want Patient to fill in or UnCheck everything to create a Portal Account Only and click Continue
Email sent to patient if all the boxes for Case History Options are all unchecked
Portal Landing Page
After the patient completes their intake questions they are directed to the Portal landing page. This is also where they will land when they log into the Portal anytime they log in. By letting patients know how to get to the Portal and the advantages of accessing it you build a stronger relationship by providing another way for them to interact with the clinic.
Messages
Documents
Profile
The Profile includes 4 sub-areas where the patient can update their login information, communications preferences and payment information.
Patient Info
Login Information
Communication Preferences
Payments
Appointments
Tasks
Clicking Pay Statement will allow the patient to initiate payment and/or view statement.
Making Statement payment
Statements Print or Patient Portal - https://help.healthcoretech.com/a/1566913-statements
If there is a card on file through saving it at the office you will see it under the Select Payment Method.
If the patient wishes to Store the card for future use, the box is there to check to have new card as a saved Payment Method going forward
Viewing Statement
You have to be integrated with Fortis to have the ability to make a payment through the Patient Portal
Other Tips for Fortis
Patient Payment Manager (PPM) - https://help.healthcoretech.com/a/1906724-patient-payment-manager-fortis-open-edge
Fortis Batch Report - https://help.healthcoretech.com/a/1761358-fortis-batch-report