Patient Portal - Email Notifications

Transcript:
In this video we’re going to talk about patient portal notifications for clients. When a new item is shared to the portal, the client will receive an email notifying them. The email is sent to all portal accounts tied to the patient. It is from accounts@clinicnote.com and the subject includes the name of your clinic. The email is general and does not include PHI. It asks the client to log into the portal to review their item. Once they log into the portal, there will be a red notification showing them where they can find their new item. When the client clicks on the module with the notification, the new item will be BOLD. Once clicked, the item will no longer be bold and the red notification disappears. 

There are several actions that trigger an automatic email to be sent to the client. Let’s log in as the therapist and the patient to see what this looks like. Just for the purpose of this demonstration, on this half of the screen I’m logged in as a therapist, and on this half I’m logged in as a patient. The triggers are: 

• A Note, Report, or Form is shared from the Client List...notification on View Patient Records 
• A fillable form is shared with them from the Client List...notification on View Clinic Forms
• Appointment reminders...notification on the appointments module
• A file is uploaded from the Client List Portal tab...notification on View Patient Records
• Bill item shared from the Billing tab in the Client List...notification on View Billing
• A message is sent to them from the Contact Notes/Messages module...notification on View Messages
• A fillable form is shared with them from the Admin Panel...notification on View Clinic Forms
• A file is uploaded from the Admin Panel...notification on View Clinic Forms

Information for Clinical Administrators: 
Appointment reminders are sent either 3 days before the appointment, 2 days before, 1 day before, or 1 hour before. Administrators can select the email cadence from within the Admin Panel. Click “View Admin Panel.” Click on the “Portal” tab. Under “Appointment Reminders” click the “Enable Appointment Reminder Emails” toggle button to enable for the whole clinic. Check when you’d like the appointment reminders to be sent. You can select multiple reminders.  

If clients report that they are not receiving the emails, encourage them to check their spam folder and click “This is not Spam” so that ClinicNote emails will go straight to their inbox going forward. 

Return to Support Page