PatientPortal Success

To access the portal, visit the following link: https://chartmakerpatientportal.com

Any browser (Chrome, Mozilla, etc.) will support our portal website. However, if you’re using a version of Internet Explorer below version 8, you may not be able to view your health information effectively. So we do recommend Internet Explorer 8 or higher.

Please contact ChartMaker Clinical Support for help resetting your password.

Patients have the ability to reset their password in one of two ways.  If they know their password, they can reset it by going to “My Account” after logging into the Portal.  If they do not know their password, they can click “Forgot Password?” from the login page.  They will be prompted to enter the answer to the Security Question they set up during registration.  If the patient does not know the answer to their Security Question then they will need to contact the Administrator at your practice.  Administrators can reset passwords from the Admin console (Patients page).  Currently usernames cannot be reset.  If the patient forgot their username, the Administrator can look it up through the Patients page on the Portal.

Log in to the administration portal and search for your patient. Then click on the Reset Password link. After, you will click yes.

No, the system does not remind patients to change their password.

Yes. You can use same email to authorize multiple patients. However, they will each need to be authorized individually. Each patient’s welcome message will contain their first name and that is how they will determine who the welcome message is for.

Yes, as long as the PatientPortal button is yellow, you can re-authorize them as many times as you want if you are authorizing by email. You can also re-authorize patients using the manual printed instructions feature but in this case, you will have to decide the safest way to get them access to their secure login instructions if they are not physically in your office .

No. If they need to change their email address, the patient can do it directly from their portal.

Yes you can change their email in Practice Manager. Click the Patient Portal button and re-authorize their email again. Don’t forget to hit the save button after authorizing or the authorization email will not go through to the patient

Yes, this can be done via the admin portal. Login to the portal, click on the patient tab and search for your patient. Then click on the email icon button to change their email address.

No, re-registration is not necessary.  If the patient changes their email address through the “My Account” page on the PatientPortal, communication between your database and the PatientPortal will continue.  Your practice will not be notified via a To-Do List reminder when patients make this type of change so it is recommended that you inform your patients to directly contact your office with this type information.  Your staff will then manually update the patient’s email in either Practice Manager or Clinical.

Yes.  Reference the section on “Registration Instructions” on page 5 for more information.

If your practice is attempting to meet Meaningful Use or MIPS, usage of a PatientPortal is required . If your practice has no plans to attain Meaningful Use/MIPS then it is up to your discretion as to whether you incorporate this functionality.

Besides patient education by the staff at your practice, the patient will also receive a welcome email (on the PatientPortal) upon registration.  There is also a link at the bottom of the webpage titled, “How to use your patient portal” that will provide them with the same information included in the welcome email.

To see which activity and changes have taken place, click on My account, and activity history log link on the left.

Clinical Summary, lab results and demographic information will be uploaded to the PatientPortal.  For Clinical Summaries, this includes patient name, chart number, gender, date of birth, address, phone numbers, race, ethnicity, preferred language, allergies, immunizations, medications, problems (diagnoses), procedures, reason for referral, results, social status and vitals.  Chief complaint, cognitive status, functional status, instructions, and plan of care (which contains sections for: educational materials, future appointment dates, pending in house lab orders, and off-site orders) are also included but only if documented through a properly configured template tool (corresponding “button” or checklist).

Lab Results -The entire lab report will be sent to the PatientPortal.

Demographic information includes patient name, gender, date of birth, race, ethnicity, preferred language, phone numbers and address.  Demographic information is only updated if one of the 3 document types (Clinical Summary, Lab Result, or Scan) is sent to the PatientPortal.  If no document is sent, then the PatientPortal will not receive any demographic updates, even if the information was modified in Practice Manager/Clinical.

Orders and Scans are also uploaded to the patient portal now.

Yes, you can. On the patient tab, Search for patient, click the 3rd button. This will suspend ALL activity including messaging to/from this patient. This is reversible.

To reverse, click on suspended patients link under patient tab, search for patient, click reactivate account:

No.  The data export suspension process is done per patient on the Patient tab in Practice Manager.