The Patient Tab > The Patient Summary > Patient Communication > Patient Portal Accounts

Patient Portal Accounts

Patient Portal and MyQuest accounts can be set up for minors and adults. Patients under 13 must have their accounts set up by an authorized representative, and patients between 13 and 18 have the option of setting up their own accounts or having their authorized representative set up an account. If a patient has an authorized representative, once the patient meets the age requirement when an authorized representative can be removed, Care360 EHR will notify you.

Setting up a Patient Portal account is a multi-step process where you and the patient, or the authorized representative, must take steps to create the connection between Care360 EHR and a MyQuest™ account. You initiate the process by printing or emailing a Patient Portal Invitation letter. The patient or authorized representative then uses this letter to set up a MyQuest account.

Once a Patient Portal link is established between a MyQuest account and Care360 EHR, you can then begin communicating with the patient or authorized representative and forwarding the patient’s health information. You can do this in one of the following ways:

You can send a lab result from the New Lab Results page or a clinical document from the New Clinical Documents page. While viewing results and documents on these pages, clicking the Send link automatically sends the result or document to the patient’s MyQuest account. For more information, see Send a Lab Result to a Patient and Send a New Clinical Document to a Patient.

You can send a Direct message to the patient’s MyQuest account. Using the MyQuest account, the patient or authorized representative can then view, save, and print any health information you attach to a Direct message. Additionally, the patient or authorized representative can respond to your Direct message or initiate a new Direct message to you or your organization. For more information, see Creating a Direct Address and Clinical Messaging.

Setting Up and Managing a Patient Portal Account

To initiate the service, you must generate a Patient Portal Invitation letter for the patient or authorized representative. After generating the letter and giving it to the patient or authorized representative in person or through email, the patient or authorized representative then needs to access the MyQuest registration page that is listed on the letter, follow the instructions, and create a MyQuest account. In the meantime, you can create a clinical summary for the patient, and once the patient or authorized representative registers for a MyQuest account, the queued patient summary is automatically sent to the MyQuest account.

The patient or authorized representative has 28 days to register for a MyQuest account before the Patient Portal invitation expires. If the invitation does expire, you can regenerate a new letter that you can print or email to the patient or authorized representative.

The Patient Portal status appears on the Patient Communication management menu. If there is no status, then an invitation letter has not yet been generated. Beside the status, the Patient Communication management option list is available for use in managing the link between Care360 EHR and Patient Portal.

The possible statuses and management options that can appear are:

Status

Management Options

No status appears if an invitation letter has not yet been generated for a patient.

Send Invitation. Use this option to generate an invitation letter that you can print or send in an email to the patient or the patient’s authorized representative.

Invitation Declined. Use this if the patient or authorized representative has no interest in setting up a MyQuest account and communicating electronically with the provider.

Requested (Patient) or Requested (Authorized Rep) if you created an invitation letter for the patient or the patient’s authorized representative. This status appears and remains until a MyQuest account is established or the invitation letter expires.

Create Summary. Use this option to create an office visit summary. The office visit summary remains queued until the patient or authorized representative completes the registration process. Once registration is completed, the office visit summary is sent to the MyQuest account.

Note: Only one office visit summary can be queued prior to completing the registration process. If you re-create an office visit summary, the previous one is overwritten.

Resend Invitation. Use this option to generate a new letter for the patient or authorized representative, if needed.

Declined if you specified that the patient or the patient’s authorized representative was not interested in setting up a MyQuest account.

Send Invitation. Use this option to generate an invitation letter that you can print or send in an email to the patient or authorized representative.

Expired (Patient) or Expired (Authorized Rep) if the invitation has expired.

Resend Invitation. Use this option to generate a new letter for the patient if needed.

Invitation Declined. Use this option if the patient has no interest in setting up a MyQuest account and communicating electronically with the provider.

Established (Patient) or Established (Authorized Rep) if the patient has registered their PIN with MyQuest.

Remove Link. Use this option to remove the Patient Portal Link (the patient or authorized representative will no longer be able to receive Direct messages, lab results, or clinical documents from Care360 EHR).

Additionally, a Patient Portal Minor Notification message appears on a patient’s Summary page if a patient has an established Patient Portal link, is 13 years or older, and has an authorized representative. When this option appears, you can hide the message by clicking or notify the patient of their options and then click the Patient has been notified check box to dismiss the message.

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