Patient Portal - User Guide
The header displays the Practice name, Settings, Lock Screen, Log out, and Patient Profile options.
Clicking on the name of the Practice displays the following:
The Card on File feature allows you to make quick and secure payments on the go using your PHR account. Clicking on the 'Card' icon displays the following:
Additionally, you can hover over existing cards to exercise the 'Edit' and 'Delete' options wherever applicable.
You can select the 'Charge Card on File' option to view and choose a card from the drop-down list for making a payment.
Note: This feature is available only for Practices integrated with Bluefin - Payment Gateway.
Users can customize their dashboard by enabling or disabling the main menu sections here. These changes will reflect across all Practice and Member profiles.
Note: The Practice configured sections are un-modifiable to ensure effective communication.
The 'Profile Settings' allow users to manage their accounts, view their respective data, and switch between Practice or Member profiles without logging out. Click on your profile picture or username to access your profile settings.
The quick menu allows users to exercise frequent actions irrespective of the current section or tab.
Click on the 'Modify' button under the 'Share Section' option to edit and reshare data.
The main menu has two sections:
Sections listed under Practice Communications ensure effective communication.The Patient and the Practice can edit or update their respective data to share information.
Charm PHR's Personal Sections allow users to store and update routine medical information to track overall health and fitness goals. Users can enable or disable these sections anytime.
Your Practice or Provider cannot view or access the information uploaded here. Patients can use the 'Share Section' quick option to share these sections with them.