Patient Portal - User Guide
The 'Appointments' section displays appointment status, type, and other specific information. The 'Calendar' and 'Filter' features allow you to search for appointments based on date or category. Appointments can be booked from two places,
Practices can configure their settings to display or hide Provider availability. Here is how you can book an appointment either way:
If the Practice has enabled prepaid appointments, patients can book an appointment only after making a payment.
Note: Practices can decide to save your card details for future payments (You cannot opt-out of this). The screen displays a disclaimer for the same.
Click on the 'Charge to the card on file' checkbox to make a quick payment in such cases.
Note: Prepaid payments do not apply under this method.
Patients can opt for 'Add to Wait List' if there is slot unavailability during working hours. The Practice will update the scheduled appointments or waitlist openings through appropriate communication modes.
Note: The Practice should have enabled the 'Add to Wait List' feature for patients.
Charm TeleHealth feature allows patients to have video consultations using a desktop or mobile phone. The feature allows the patient to:
Note: Patients in rural areas can have a video consultation through facilities that have enabled TeleHealth Kiosks. The Practice can also record the video session for their reference.
Book a TeleHealth Appointment
Patients can make a TeleHealth appointment using their PHR account by following the below steps:
The Practice will communicate the appointment confirmation through an appropriate channel. Patients may need to make prepaid appointments if the Practice has made it compulsory. If not, you can find the consultation invoice in the PHR 'Billing' section after the video session.
Note: The Practice should have enabled the Telehealth feature for the said Provider.
Join a TeleHealth Appointment
Patients and patient representatives can join a video consultation 30 mins before the appointment using the following steps:
Patients can upload and share their clinical documents with their Providers either through:
Note: Click on the 'Questionnaire' option against the video appointment to fill them ahead.
(B) Patient representatives
Patient representatives and patients without a PHR account will receive the meeting URL and password (if any) via email. Follow the below steps to access the multi-user feature:
Additionally, users will receive a secure URL through an email or text message for sharing clinical documents (if the Practice has enabled the document sharing feature).
Note: TeleHealth uses the Zoom video platform for video consultations. First-time users should install the zoom desktop plug-in or mobile app. (You needn't sign-up with Zoom for this).
The list of appointments can be viewed from the 'Appointments' section.
Use the filters available to view your appointments by its type, viz., Upcoming Appointments, Denied Appointments, Past Appointments, etc.
Dates with your confirmed appointments are shown with a green dot in the calendar. Clicking on that date will show the appointment details.