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Improvement
3 years ago

Patient Portal Account Details Enhancement

In anticipation of some upcoming Patient Portal Enhancements, a few display items have been rearranged. 

The Portal Accounts chart item widget now displays more details about the portal accounts that have been set up for the patient. This widget has always displayed the manager’s name and Last Login date/time. Now the widget will also show if Auto Notifications are enabled, whether or not the account allows email and SMS notifications, and what SMS number and email address are set up on the account. This allows staff to quickly see this information without having to open the Portal tab.

Before: 

After:

Family Details > Portal

The fields on this page have been rearranged to save vertical space. The new layout includes all the same fields plus a new field called: Relationship Type to Patients

Before:

After: