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.