Mark Portal Hold
There are scenarios where a Document Type or Result defaults to Patient Viewable, but the provider wants to have the patient contacted by phone before the item can be seen on the Portal. However, the provider also wants to sign off on the chart item since they are finished with it.
To handle this workflow, there is now the ability to mark a Result or Document as Portal Hold which will make it not viewable in the Portal regardless of the Patient Viewable checkbox value. The Portal Hold button can be manually checked and unchecked. When clicking on the Portal Hold button a pop-up will appear requiring the user to enter notes before changing the status.
A historic audit of the Portal Hold status will be stored in the system and is viewable by clicking the H next to the Portal Hold button.
Additionally, within PPAdmin a practice can choose to automatically mark abnormal results as Portal Hold. Then, when the user is ready for the patient to have access to the results in the Portal they will manually click the Unmark Portal Hold button on the result.