The Patient Portal is one of Remedly's highlight features that allows your patients to sign any required forms prior to their appointments, pay their outstanding invoices through our integrated merchant services, and communicate with providers without visiting the practice directly.
In this article you will learn how to:
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How to Access the Patient Portal
When a patient is added to the system, they will receive an automatic email from donotreply@remedly.com inviting them to join the Patient Portal.
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If your patient has a patient portal in another practice, it will be possible to select which practice's Patient Portal they want to log in to (see image below).
When a patient of more than one practice first logs in, they may first see the screen below which prompts them to set/reset a password per Patient Portal.
They can create a unique password if they want to for each Patient Portal, but single email — no matter how many practices they're a patient of.
Account Preferences
From the top-right menu, patients can get to account preferences.
Account preferences include the following settings:
1. Password
From here the password for the patient portal can be changed.
2. Email address
If your patient got a new email address that is preferable for communication, it can be changed here.
3. Profile Photo
Add here the profile photo for your patient portal. It will be of great help If you have a patient portal in several practices. It will help you quickly understand which practice you are in.
4. Managing notifications
From here patients can choose which notifications/emails they want to receive from your practice. This concerns specials and marketing materials as well as appointment reminders and notifications.
If the patient wants to opt out of some of the reminders/notifications, it's possible to turn them off by deselecting the checkboxes.
Note: If patients opt out of occasional emails via the patient portal or ask a staff member to manually adjust their communication preferences to exclude emails (see the screenshot below), then the patient will NOT receive appointment emails. Because Remedly's appointment communications are mostly via email, it is strongly discouraged to allow patients to opt out of emails.
Patient Portal Features
Once a patient is logged into the Patient Portal, they will have access to navigate many features including messages, medical history, consent forms, invoices, and many others.
You can choose which features your patients have access to in their Patient Portal via the configurations offered under Practice Profile.
Dashboard
In the dashboard, patients can see the items that they need to have a look at.
Your care team
In this section patients can see the employees of the practice and click View locations to see where they can see a concrete employee.
- If you want somebody from your practice to be seen/ not seen in the patient profile, go to Practice Profile -> User Accounts
- Choose the user and click Edit.
- Turn on/off Show in Patient Portal
Messages
With this feature, patients can send HIPAA-compliant messages directly to providers and staff.
- If the main provider would like to receive an email or text notification when a patient sends them a message via the patient portal, in addition to receiving a dashboard notification, the main provider can configure the following options located under Main Menu>Manage Account>Account Settings>Account Preferences:
- You can also decide whether or not to enable your patients' ability to message you/your Care Team. You can also control whether or not to display your Care Team to patients in the Patient Portal. You can do this in Practice Account -> Practice Profile by checking corresponding checkboxes.
Appointment Prep
Appointment Prep is the section that highlights to the patients what documents they need to fill in before the visit to your practice. This section includes Medical History and Forms.
Medical History
In order to complete an online consult and follow-up, patients must fill out their medical history. We encourage patients to complete their medical history before each appointment.
Note: You can turn on and off the questions for the medical history and demographics information in Practice Account -> Medical History.
Forms
Any document that is patient-facing should be uploaded as a form (i.e. consent forms, post-treatment care forms, photography usage forms). Patients ideally will review and sign all their forms via the patient portal before coming in for their appointment to speed up the check-in process. They can also access any of their signed forms at any given time.
Online Initial Consults
Patients can request an online consultation for treatment including photos of the area of interest.
You can configure the charge amount for online consultations under Account Preferences, accessed via Main Menu -> Manage Account -> Account Settings.
Once configured, the charge amount will appear in the online consultation with input fields for capturing patient credit card details.
Online Follow-Ups
Patients can share their post-procedure recovery with you including photos of the area of interest.
Appointments
Patients can view their upcoming appointments and past appointments. To understand the status of their upcoming appointments patients can look at the appointment status. This clarity is especially helpful when the appointment status is Rescheduled and the appointment is visible in the patient portal.
Patients can also request new appointments. They can submit up to 2 preferred dates and times as a request but their appointment is not automatically scheduled.
To learn more about our self-scheduling feature, please see the following article:
Photos
Before and after photos taken of the patient can be shared with the patient in a HIPAA-compliant manner through this tab.
Financial History
Patients can view their financial history such as any outstanding balance and completed payments.
- With our merchant services integration, patients can pay their outstanding balances directly through the patient portal.
Patient can input credit card details to initiate payment.
Estimates
Patients can receive quotes for treatments they are interested in potentially receiving in the future. Patients can review their estimates from home and consider their options. If they decide to go through with the proposal, they sign the quote (before it expires) to commit the practice to deliver those services at that price point. They can also view their signed estimates at any given time via the patient portal.
For more information please see the following article:
Online Store
This feature only functions with integrated merchant services. It allows patients to shop for any items the practice sells via the patient portal.
When purchasing inventory via Patient Portal online store, patients are prompted during checkout to input their credit card details to complete the transaction.
For more information please see the following article:
Lab Tests
This section appears when you upload a lab test result to the corresponding section in the patient individual history. If the patient has no lab tests in the patient individual history, the Lab Tests section in the patient portal will be hidden.
Specials
This section also appears if a patient decided to claim a special from a marketing campaign. The list of all claimed specials will be visible here.
Insurance
Patients can upload their insurance card details to make the patient check-in process more efficient.
Memberships
Patients can view their Membership details via the Patient Portal.
Video
Content Timelines per Minute:
00:00 - 00:29 - Introduction
00:30 - 00:40 - URL to access the patient portal
00:41 - 00:50 - Dashboard
00:51 - 00:55 - Menu
00:56 - 1:14 - Your care team
1:15 - 1:51 - Messages
1:52 - 2:13 - Appointment Preparation
2:14 - 2:39 - Medical History
2:40 - 3:24 - Forms
3:25 - 4:23 - Online Initial Consults
4:24 - 4:53 - Online Follow-Ups
4:54 - 5:57 - Appointments
5:58 - 6:23 - Photos
6:24 - 6:55 - Financial History
6:66 - 7:30 - Estimates
7:31 - 7:44 - Online Store
7:45 - 7:58 - Lab Tests
7:59 - 8:13 - Specials
8:14 - 8:31 - Insurance
8:32 - 8:55 - Account preferences
8:56 - 8:59 - Wrapping up