Misys PatientLink™
Secure Practice Portal Guide
Version 1.0.6
7/19/2007
Medfusion Implementation
www.medfusion.net/misyssupport
TABLE OF CONTENTS
Introduction
Section 1 - Login to the Misys PatientLink™ Secure Practice Portal
A. Practice Process for Logging In
Section 2 - Create an Account
A. Patient Process for Creating an Account
B. Practice Process for Newly Created Patient Accounts
Section 3 - Appointment Requests
A. Benefits of Appointment Request Feature
B. Patient Process to Request an Appointment
C. Practice Process for Appointment Requests
D. Patient Process for Reviewing Communication from Practice
Section 4 - Ask A Staff
A. Benefits of Ask A Staff Feature
B. Patient Process for Submitting an Ask A Staff Request
C. Practice Process for Ask A Staff
D. Patient Process for Reviewing Communication from Practice
Section 5 - Lab Results
A. Benefits of Lab Results Feature
B. Patient Process for Lab Results
C. Practice Process for Lab Results
Section 6 - On Line Bill Pay and Virtual Card Swiper
A. Benefits of Online Bill Pay Feature
B. Patient Process to Submit Online Bill Payment
C. Practice Process for Online Bill Pay
D. Budget Payment Plans
E. Additional Online Bill Payment Information
F. Virtual Card Swiper
Section 7 - Patient Pre-registration
A. Benefits of Patient Pre-registration Feature
B. Patient Process to Submit Pre-registration
C. Practice Process for Pre-registration (standard)
D. Practice Process for Custom Forms
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Section 8 - Prescription Renewals
A. Benefits of Prescription Renewal Feature
B. Patient Process to Submit Prescription Renewal Request
C. Practice Process for Prescription Renewal Request
D. Patient Process for Reviewing Communication from Practice
Section 9 - Referrals
Section 10 – Symptom Assessment
A. Benefits of Symptom Assessment Feature
B. Patient Process to Submit Symptom Assessment
C. Practice Process for Symptom Assessment
Section 11 - Virtual Office Visits
A. Benefits of Virtual Office Visit Feature
B. Patient Process to Submit Virtual Office Visit
C. Practice Process for Virtual Office Visit
D. Patient Process for Reviewing Communication from Practice
Section 12 – Intranet
Section 13 – Global Treatment Plans
A. Create a Treatment Plan
B. Edit a Treatment Plan
Section 14 – Patient Search
Section 15 - My Account
A. Update Password
B. Update Email Address
C. My Messages
Section 16 – Welcome Email
A. Adding email addresses
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Introduction
The Misys PatientLink™ Practice Portal Guide will show you how to access and process
patient communications through the web at www.medfusion.net/misyslogin. You will be
guided through the entire process that you and your patient will follow when using the
interactive features.
The Misys PatientLink™ Practice Portal™ is one part of the Misys PatientLink™
system. You and your staff will login using your assigned user name and password (from
the Misys PatientLink™ Site Generator) to process the type of patient requests you have
been assigned by your administrator.
The Site Generator, a separate part of your Misys PatientLink™ system, is used by your
practice administrator to control your website settings, user settings, notifications, and
content. Your patients access the front end of your website to communicate with you at
(www.yourpractice.com).
Practice
Website
Medfusion hosts your secure
website, routes transactions
and notifications between
you and your patients.
Site
Generator
Login
Practice’s Site Administrator
and/or Location Administrators
login here to add/update content,
images and manage users.
Patients enter and view
site, create their account
and perform interactive
transactions.
Secure
Database
Practice
Portal
Login
Physicians and Staff login
here to respond and access
patient transactions.
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SECTION
Login to the Misys PatientLink™ Practice
Portal
To access any of the secure patient communications, the authorized staff members must
login to the Practice Portal through the Misys PatientLink™ dedicated URL:
www.medfusion.net/misyslogin
A. Practice Process for Logging In
1) Click the link “Misys PatientLink™ Practice Portal Login”.
2) Enter your personal User ID and password (caution: it is case sensitive).
3) A menu of accessible features for your User ID will be displayed on the left
column of the page. (Your site administrator controls access to these features).
4) Click on the specific feature you wish to process. Please note that you may login
at anytime to view new and old patient communication.
5) Follow instructions below for that feature.
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SECTION
Create an Account
A. Patient Process for Creating an Account- Patients must create an account before using
any interactive features. This is to identify them as well as protect health information.
1) Click on the “Create an Account” button on the practice’s website toolbar to
enter the Secure Patient Portal™.
2) Enter demographic information.
3) Select a user name and password. Patients should write down their user name and
password as the office is not able to look up the password.
4) Patients can re-use their Misys PatientLink™ user name and password for all
websites powered by Medfusion, except for those practices that have explicitly
opted out.
5) Patients must acknowledge the Notice of Privacy Practices by checking the box.
6) Click “Join”.
7) The patient receives an email confirming their registration.
8) Patient is asked if they have communicated with the clinic prior to their website
visit. If answer is Yes, the patient is directed to pre-register. If No they are
directed to request an appointment.
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B. Practice Process for Newly Created Patient Accounts
1) Staff does not need to do anything after a patient registers as a user. The practice
will only be notified via email if a notification for this event was setup.
C. Adding a New Patient (Practice Process)
1. Staff person will login to the Secure Practice Portal™ and select “Patient Search”.
2. Click “Add A New Patient”.
3. Enter in the required fields. You can choose to have the account “Locked” or
“Unlocked”. If you choose “Locked”, you will need to follow steps 6-11 below, and
the patient will need to unlock their account themselves. If you choose “Unlocked”,
you will need to communicate the chosen User ID and password to the patient.
4. Patients can change their User ID and password when they unlock their account.
5. Click “Register User”.
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6. You will then be brought to a screen to verify the information. If you need to change
anything, click “Update Info”. If everything is correct, click “Verified”.
7. Finally, choose the Key Type for the patient. You can choose between the following.
a. Last 4 of SSN
b. Next Appointment Date (MMDDYYYY)
c. Last Appointment Date (MMDDYYYY)
d. Date of Birth (MMDDYYYY) & Last 4 of SSN combination
e. Random System generated code
8. Click “Generate new KEY” when completed.
9. The email will then be sent to the patient. Click “Done” to finish.
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10. Patient Process - From the email, click on the Unlock link. The patient will be taken
to the practice’s website. Enter in the required fields, including the KEY (included in
the email they received) and click “Submit”.
11. Then create the desired UserID and Password and click “Submit”. Now, the patient
can log in using the correct login information.
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Appointment Requests
Your practice can enable your existing and new patients to securely request an office
appointment directly through your interactive website, without having to call your office.
Your office will still control the schedule and your staff can handle patient appointment
requests at a time that is convenient to them, when their office workflow allows.
A. Benefits of Appointment Request Feature
1) Benefits to Staff
Reduced phone traffic
Respond when it is convenient
2) Benefits to Patient
No hold time for the next available appointment scheduler
Convenience, available 24 hours a day, 7 days a week
B. Patient Process to Request an Appointment
1) Patient will login to the Secure Patient Portal™ on your website by clicking
“Appointment Request”.
2) My Appointment History shows previous requests. My Messages takes the
patient to their message center where they can view responses from the practice.
3) Patient clicks Request New Appointment or selects location and clicks
“Continue”.
4) Patient is asked to select:
Practice location (required)
Choose a provider (required)
Choose a time frame (required)
Choose an appointment day (required)
Appointment time needed (required)
Appointment reason (required)
Alternate day (required)
Telephone number
Health concerns and/or specific needs
Preferred insurance
5) Click “Continue”.
6) Patient has opportunity to confirm the details of their request and has the option to
“Change my entries” or “Continue” to submit their request.
7) Patient is directed to a thank you page and is encouraged to complete the
Symptom Assessment (if practice offers this feature).
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C. Practice Process for Appointment Requests
1) Once patient submits a request, the assigned staff person receives an email or fax
notification.
2) Staff person will login to the Misys PatientLink™ Practice Portal™ and select
“Appointment Request”.
3) Staff is able to search requests via appointment status or request date.
4) Staff will use the click here link to see full details of the request.
5) Staff will check appointment scheduling software and then will select Approve,
Communicate Only, Cancel, or Set to Pending.
Approve- This approves the appointment request. Practice will enter a date
and time in the appropriate boxes and will type a subject and message to the
patient. The patient will see this message when they login to the Patient
Portal. This closes the request and changes the status to approved.
Communicate only- This option keeps the request open and is used if the
practice needs more information from the patient before scheduling an
appointment. If this option is selected, please type a subject and message for
the patient to read when they login to the Patient Portal.
Cancel- This option closes the appointment and is used if the practice does not
want to schedule an appointment for the patient or if the patient cancels the
appointment. The practice is able to type a subject and message for the
patient to read when they login to the Patient Portal.
Set to Pending- This option takes the request out of the “new” status queue
while a staff member is working with the request.
6) Staff then needs to enter an appointment date and time and also enter a subject
and message to send to the patient.
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7) Click “Clear Entries”, “Submit”, or Start Over.
8) Once an appointment is confirmed, staff needs to manually enter the appointment
in their practice management system as they normally do as they take a call from
a patient.
D. Patient Process for Reviewing Communication from Practice
1) Once the practice responds to the patient’s request, the patient receives an email
notifying them of the practice’s reply.
2) The patient will login to the Patient Portal by clicking “My Patient Account” on
the practice website and then My Messages to read the practice’s response.
3) The patient has the option to communicate back to the practice again.
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SECTION
Ask A Staff
The physician or staff member is able to securely receive and respond to questions from
patients when convenient. This secure mode of communication similar to an internal
email system is completely HIPAA-compliant and replaces the often repetitive phone tag
that can occur for basic questions and answers.
A. Benefits of Ask A Staff Feature
1. Benefits to Patients:
• Convenience, accessibility to their physician (or practice), privacy and timeliness.
2. Benefits to Practice:
• Convenience, control of the detail of the responses, can direct patient to return to
office if required. Secure, HIPAA-compliant, timely responses.
B. Patient Process for Submitting an Ask A Staff Request
1. Patient will select “Ask A Doctor” (or the label the practice specifies) on the
practice’s website and login.
2. Patient completes basic demographic fields, selects their physician by name (if using
specific to individual permissions for Ask a Doctor) and types a subject and question
into the comment box.
3. Patient will then click “Continue”.
4. If practice has set a fee for Ask A Staff, the patient will be required to enter their
credit card information, including the name on credit card, credit card number, card
type, expiration date, CVV code, and their zip code.
5. Patient will click “Continue”.
6. If attachment option is enabled, the patient then has the option to attach a file to their
submission. Click “Browse” to locate and select the appropriate file. Patient will
click “Continue” to submit when finished.
C. Practice Process for Ask A Staff
1. Practice receives a notification of an Ask A Staff completion.
2. Practice will login to the Secure Patient Portal™ and select “Ask A Question”
from the menu at the top of the page.
3. Practice can search by date or status. To view patient requests, click Details next
to their name to view the subject, message, and attachments from the patient.
Attachments are indicated by a paperclip icon.
4. Practice can choose to Select a Pharmacy, Provide Advice, or Communicate Only.
a. Select Pharmacy- This option is available if the physician would like to
write a prescription. The physician is able to select a pharmacy and then
write a prescription along with the response to complete status.
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5.
6.
7.
8.
9.
b. Provide Advice- This option completes the request. The physician or staff
member has the option to attach files or add informational links for the
patient to review. Next, the physician or staff member will enter a CPT
and diagnostic code (if providing medical advice) and then a secure
message. The physician or staff member is able to save this as a treatment
plan for future use and has the ability to charge or not charge the patient’s
credit card for this request.
c. Communicate Only- This option keeps the request open and is
recommended if the physician or staff member needs more information
from the patient or to ask the patient to schedule an appointment for an
office visit.
d. “Use one of my treatment plans” is another option. A treatment plan will
populate the fields on the following page when “Provide Advice” or
“Communicate Only” is chosen. Physicians and staff members can create
and treatment plans by clicking on Manage My Treatment Plans or by
selecting “Save as a Treatment Plan” when responding to the patient.
These are the same treatment plans used in Virtual Office Visits.
Complete the reply by clicking “submit choice”, “Process and Communicate”,
and then “Confirm and submit”.
Use “Pending Patients” to review new requests.
Use “Communication Center” button to view any additional responses that you
receive from patients.
The “Call-In Admin” button allows staff to access any prescriptions that need to
be called-in.
Home will return you to the first page of the secured practice portal.
D. Patient Process for Reviewing Communication from Practice
1. Once the practice responds to the patient’s request, the patient receives an email
notifying them of the practice’s reply.
2. The patient will login to the Patient Portal by clicking “My Patient Account” on the
practice website and then My Messages to read the practice’s response.
3. The patient has the option to communicate back to the practice again.
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SECTION
Lab Results
Speed up the delivery of lab results through your practice’s website, the Secure Patient
Portal™ AND via a toll free telephone number. Patients simply login to the Secure
Patient Portal™ and view their normal results. Patients can also call a toll free number to
access results. In the event of abnormal results, the results can easily be forwarded to the
appropriate provider for further review with the patient.
A. Benefits of Lab Results Feature
1) Benefits to staff:
Reduced phone traffic
No more writing and mailing lab results (HIPAA Compliant)
Confirmation that the patient received the results
Less expensive than calling or mailing the results
2) Benefits to patient:
No mail delays; this feature speeds up the delivery of lab results
No repetitive calls to the office to check on lab results status
B. Patient Process for Lab Results
1) Patient has blood drawn and is reminded (info card given) by lab staff to go
online or call the number to retrieve results.
2) Select “Lab Results” from website toolbar and login to the Secure Patient
Portal™.
3) Patient will be prompted to login with card’s info by the Lab Calls site and
retrieve results.
C. Practice Process for Lab Results
1) Login to Misys PatientLink™ Practice Portal™.
2) Click “Lab Results”.
3) You have the option to assign lab results to patients, view reports, control
administrative settings (including users, passwords, and user permissions).See
LabCalls user guide for more information about each of these processes.
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SECTION
Online Bill Pay
Patients can securely pay their bill online. Money will be processed through your
existing merchant account. Patients can also select payment plans over time and, if you
choose, ask questions directly to your billing staff.
A. Benefits of Online Bill Pay Feature
1) Benefits to Staff:
Simplifies collections
Reduction of insufficient funds from check payments
Helps reduce accounts receivable
2) Benefits to Patients:
Easy- no checks involved, save a stamp
Convenient- 24 hours a day, 7 days per week
Secure financial transaction
B. Patient Process to Submit Online Bill Payment
1) Patient will go to the website with their statement in hand. Select “Pay My Bill
Online” and login to the Secure Patient Portal™.
2) Key in all demographic information.
3) Patient can select either Credit Card (Visa, MasterCard, or American Express) or
choose to have their checking or savings account debited.
Credit Card- Patient will need to enter credit card number, expiration date,
name on account, and CVV code.
Checking/Savings Account- Patient will need to enter bank routing number,
checking account number and bank name.
4) They will be prompted to enter their patient account number and payment amount
with decimals. Patient should refer to their statement from the practice for this
information.
5) Click “Click Here to Pay Your Bill!” followed by a confirmation page. The
patient can print this page for their records.
6) No further action is required from the patient.
C. Practice Process for Online Bill Pay
1. Staff will receive an email or fax notification that an online payment has been made.
2. Staff will login to the Secure Practice Portal™ and select “Online Bill Pay”.
3. Staff can search by date submitted, account status, account number, or patient name.
4. Staff then records the payment and selects the box in the “Posted” column and click
“Process payments”.
5. Staff has the ability to send a secure communication back to the patient. This is
optional, not required. The online bill payment system will still send a confirmation
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email to the patient upon completion of the online bill pay transaction.
6. When the funds are actually received by the practice, staff should login the Practice
Portal, search for posted accounts under account status and select the box in the
“Reconcile” column. Next, click “Process payments”.
7. If practice has their own merchant account, patient payments will be deposited
directly into that account. If not, then a Medfusion master account will be used and
the practice will receive a check and statement bi-monthly for the total payments
received.
8. The confirmation number received by the patient can be viewed in the Secure
Practice Portal™ by clicking on that specific transaction in the practice portal. The
patient’s billing contact phone number can be viewed in the Secure Practice Portal™
by clicking on the transaction.
Online bill pay main screen
D. Budget Payment Plans
1) “Budget Payment Plan” allows staff to search for previously created payment plans
and failed transactions. The minimum amount per installment and frequency are set
by the practice in the Site Generator™.
2) When a patient chooses the budget payment option from the practice website, an
automated recurring schedule for charging the credit card is setup in the Online Bill
Pay application.
3) Staff can view budget payment enrollments in the practice portal under the “Budget
Payment Plan” tab. Click on “Search Entries”. Search by enrollment date, account
number, or patient name and email address.
4) To view failed payments for the Budget Payment feature, click on “Failure queue”.
This will provide the reason for the failure. Follow-up with the patient to obtain the
correct information. Click on Details and then Edit to edit the patient’s credit card
information or enter information for a new card.
5) When an automated payment is successful, this transaction will appear in the main
online bill payment queue where the practice processes all online bill payments.
Please note that the amount shown will include any processing fee that your group
applies to a budget payment plan.
6) To view payments for an individual patient, click on “Search Entries” to look-up the
payment plan. Click on Details next to the patient’s name and then click on Budget
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payment log to view the dates of payment.
7) To stop a budget payment plan, click on “Search Entries” to look-up the payment
plan that needs to be stopped. Click on Details next to the patient’s name; scroll to
the bottom of the page and click “Stop budget payments”.
Budget payment plan main screen
Failure queue main screen
E. Additional Online Bill Payment Information
1) Staff can make payments on behalf of the patient and set-up budget payment
plans by clicking on “Make Payment for Patient”. The patient must first be
registered with the practice website. Search for the patient to see if previously
registered with website and then click on “Register New Patient” to create an
account and proceed with payment.
2) V 1.0 Transactions will allow staff to search for payments made prior to
November 12, 2005.
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F. Virtual Card Swiper
1. Make a payment using the Virtual Card Swiper
• If the Virtual Card Swiper hardware was purchased, plug Virtual Card Swiper
hardware into the USB port on your computer. If you plan to use the Virtual Card
Swiper without the hardware, please proceed to step 2.
USB Port
•
•
Login to the Secure Practice Portal™ and click “Virtual Card Swiper”.
Swipe a credit card through the Virtual Card Swiper hardware. This should
populate the credit card information fields on the Virtual Card Swiper page in the
Secure Practice Portal™. Enter information in the remaining fields (ex. payment
amount, CVV code, cardholder’s zip). If you do not use the Virtual Card Swiper
Hardware, simply enter information from the credit card into each field. Click
“Click Here to Charge Card”.
Virtual Card Swiper main screen
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2. View Charge History
• Click on “Charge History”.
• Search by patient name or date of the transaction and click “Click Here to
Search” as indicated in the image below.
• Click on Receipt to view the details of the transaction. This page can also be
printed as a receipt for the patient.
Charge History page
Charge Receipt
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SECTION
Patient Pre-registration
This feature allows you to capture new patient demographics and information and even
import it into your Practice Management System before the patient arrives.
A. Benefits of Patient Pre-Registration Feature
1) Benefits to staff:
Eases workflow and saves time
No appointment delay waiting for patients to fill out long, tedious forms
Office can verify insurance information since patient provides it prior to their
appointment.
No forms to mail out before patient’s appointment.
Email address obtained for future communications.
Eliminates missing/illegible information from handwritten forms
2) Benefits to patient:
Patients are able to fill out the form on their time, and will more likely have
access to the needed information.
Save patient time in reception area.
B. Patient Process to Submit Pre-Registration
1) Patients login to the Secure Patient Portal™ by clicking “Pre-Registration”.
2) Patient enters required information and on several pages and clicks “Submit and
Continue” at the bottom of each page.
3) No further action is required from the patient.
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C. Practice Process for Pre-Registration (standard form)
1. Practice will receive an email or fax notification that a pre-registration has been
completed.
2. Practice will login to the Misys PatientLink™ Practice Portal and select “Health
Forms”.
3. Practice will search for patient pre-registrations by patient name or date and will
see a list of patients meeting the search criteria. The list will specify whether the
patient has completed the demographics or the total pre-registration.
4. Click on pre-registration to view details.
5. Practice can view information by category or by selecting “All” at the top of the
page.
6. From here, practice can print this, download as PDF, or customize the output, or,
if available, export to a practice management system.
• Print- Scroll down to the bottom of the page and select “Printable
Version”. A new window will pop up. Hold down the Control key and
press “P” to print.
• Download as PDF- Scroll down to the bottom of the page and select
“Download as PDF”.
• Customize- Customize the output by checking in the boxes beside the
categories practice would like to include in the output. Once categories
are selected, scroll to bottom and select “Customize”. Practice can then
print or download as PDF.
• Export to electronic medical record- Follow the steps specific to your
EMR provided by Medfusion.
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D. Practice Process for Custom Forms
1. Practice will receive an email or fax notification that a custom form has been
completed.
2. Practice will login to the Secure Practice Portal and select “Custom Forms”.
3. Practice will search for patient pre-registrations by location, form, patient name,
date of birth, or date submitted and will see a list of patients meeting the search
criteria.
4. Click on View to view details. The status will then change to “Viewed”.
5. Practice can change the status to “Printed” or “Completed” when viewing the
form.
6. Practice can save the form as XML, PDF, or TIFF so that it can be imported into
most any EMR system. The practice can also click View Uploaded Forms to see
any attachments the patient my have included with the form.
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Prescription Renewals
Your patients have the ability to securely request their prescription renewal online. The
online Rx renewal process captures full documentation of the patient's request.
A. Benefits of Prescription Renewal Feature
1) Benefits to staff:
Instead of answering the refill line or checking messages, clinical staff
actually has time to spend with patients
Respond when it is convenient for practice
Eliminate phone calls to pharmacy by using automated fax feature
Reduced time spent on telephone and reduced costs
Increased documentation
2) Benefits to patient:
No waiting for a return phone call from the clinical staff
Request a refill when it is convenient for you
B. Patient Process to Submit Prescription Renewal Request
1) Patient will login to the Secure Patient Portal™ by clicking “Prescription
Renewals”.
2) Patient will select practice location and click “Continue”.
3) Patient is asked to select:
Location (required)
Provider (required)
Preferred Insurance
If practice has set a fee for Prescription Renewals, the patient must enter credit
card information.
Medication 1, including number of refills, dosage, and prescription number.
Additional Information (required)
Select a pharmacy from drop down menu or add your pharmacy name and
phone number (required).
4) Click “Complete My Request” or “Renew Another Prescription”.
5) Patient has opportunity to confirm the details of their request and is given the
option to change any detail or click “Complete My Request” to submit the
request.
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C. Practice Process for Prescription Renewal Request
1) Practice receives email notification that a refill has been requested.
2) Practice will login to the Misys PatientLink™ Practice Portal and click
“Prescription Renewals” from the main menu.
3) Practice may filter requests by date.
4) A list of prescription renewals will be displayed. To view details or approve a
request, select Click for details.
5) The patient’s request is displayed on the left side of the screen. At this point, the
practice has the option to print this page by clicking on Printable Format on the
upper right hand corner. This option is used if the physician needs to sign or
approve the request.
6) To continue processing the request, physician must choose “Prescribe” or “Deny”
or “Process Externally”.
7) When prescribing, physician must include SIG code. If the SIG code is not
included in the list provided, select “Add Your SIG Code”. Physician can then
add additional codes.
8) Physician must include subject and message that will be sent to patient regarding
the renewal regardless of the “Prescribe” or “Deny” or “Process Externally”
choice.
9) Select “Communicate Only” or “Process Rx Renewal”.
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Communicate Only- This option keeps the request open. This is used if the
practice would like more information from the patient before processing the
request.
Process Rx Renewal- This option closes the request. Select this option if
prescribing or denying the request.
10) If “Process Rx Renewal” is selected, the physician or staff must approve the
confirmation and choose to “Call in Prescription”, “Send to the Call-in Queue”, or
“Fax to the Pharmacy”.
Call-in the prescription- Physician must call the pharmacy immediately.
Send to the Call-in queue- Request gets sent to My Call-ins list so that a staff
member can call in the request. This staff member can access the call-in list
by selecting My Call-ins from the Rx Renewals menu.
Fax to Pharmacy- Prescription approval is sent to a database and immediately
faxed to pharmacy. This option is only available if a fax number is listed.
The practice can add pharmacy information in the Site Generator.
11) If the option to charge for a refill request is active (this control is in the Site
Generator), the practice will have the option to charge or not charge for the refill
request. For example, if the request is denied you may not want to charge for it.
12) Click “Continue”.
D. Patient Process for Reviewing Communication from Practice
1) Once the practice responds to the patient’s request, the patient receives an email
notifying them of the practice’s reply.
2) The patient will login to the Patient Portal by clicking “My Patient Account” on
the practice website and then My Messages to read the practice’s response.
3) The patient has the option to communicate back to the practice again.
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Referrals
Ease the referral process by submitting or receiving referrals electronically. All patient
information, including demographic and insurance information and medical notes, is
submitted by the referring doctor’s office through the PatientLink™ Practice Portal.
Please refer to the Referral Portal User Guides available at
www.medfusion.net/misyssupport.
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Symptom Assessment
Patients can securely enter their personal health history, history of present illness and
review of systems directly into your practice's website, enabling your providers to view
the information prior to the patient encounter.
A. Benefits of Symptom Assessment Feature
1) Benefits to staff:
Improved documentation of patient visit
Doctor is able to conduct a more informed and more efficient patient
interview
Savings on transcription costs
2) Benefits to patient:
Patient is able to describe symptoms online while they are having them
instead of trying to recall them at time of visit
Doctor is able to spend more time discussing treatment instead of conducting
a time-consuming interview.
B. Patient Process to Submit Symptom Assessment
1) Patient selects “Symptom Assessment” from toolbar and will login to the Secure
Patient Portal.
2) Patient chooses the correct physician location from the drop-down menu.
3) Patient enters a condition in text box.
4) Patient answers the condition related questions (40-60 questions).
5) Patient clicks “Submit” when finished with each page. Patient will also have the
option to save the Symptom Assessment for finishing at a later time.
6) When finished, patient will be directed to a confirmation page.
7) No further action is required from the patient.
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C. Practice Process for Symptom Assessment
1) Email notification will be received upon patient’s completion of Assessment
2) Practice will login to the Misys PatientLink™ Practice Portal and select
“Symptom Assessment”.
3) Text can be reviewed, saved, and or copy & pasted to patients EMR or printed for
chart available for upcoming appointment.
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Virtual Office Visits
Physician is able to provide minor-acuity, non-emergent care for your patients securely
via the Internet. Physicians can see patients online and respond at a time and place
convenient to them. Through online consultations, physicians can generate income from
home, vacation, or the office. Patients typically pay for online consultations out-ofpocket with major credit cards, eliminating insurance collections issues. We collect from
the patients and forward the revenue to you. We also offer an insurance processing
capability where appropriate. Online consultations are an extremely efficient way for
patients and physicians to conduct simple but important interactions such as follow-up
visits, prescription refills, or initial treatment for existing patients of minor acute
conditions.
A. Benefits of Virtual Office Visit Feature
1) Benefits to staff:
Saves staff time
Increased revenue- Providers can typically process over 15 online consults per
hour.
Can reduce need for weekend & evening appointments.
2) Benefits to patients:
Convenient and timely to patient’s occurrence of symptoms.
Available 24 hours a day, 7 days per week.
Often less expensive than a regular office visit.
B. Patient Process to Submit Virtual Office Visit
1) Patient will select “Virtual Office Visit” and login to the Secure Patient Portal™.
2) Patients will specify symptom then click “Continue”
3) Patient will choose pharmacy and also enter credit card information.
4) Patient then answers a series or questions.
5) If attachment option is enabled, the patient then has the option to attach a file to
their submission. Click “Browse” to locate and select the appropriate file.
Patient will click “Continue” to submit when finished.
6) Patient will see a confirmation page when finished.
C. Practice Process for Virtual Office Visit
1) Staff receives email notification of completed Virtual Office Visit(s).
2) Staff will login to Misys PatientLink™ Practice Portal and select “Virtual Office
Visit”.
3) Staff is able to search for patients by date or status. Staff is also able to see the
pending list on this page.
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4) Select Details next to the appropriate patient to view details of the Virtual Office
Visit.
5) Select “Write a Prescription”, “Provide Advice”, or “Communicate Only”.
Write a Prescription – This allows the physician to write a prescription,
provide advice and also charge the patient for the encounter. This option
closes the transaction.
a. The physician is able to select from a previously created treatment
plan.
b. If not selecting a treatment plan, the physician should complete the
prescription information
c. Next, the physician is able to upload any attachments to send to the
patient and enter any websites to refer to patients.
d. Next, the physician will to enter the CPT and diagnostic codes.
e. The physician will enter a subject and message for the patient.
f. Physician has the option to save this as a treatment plan for future use.
g. Physician selects “Call in Prescription”, “Send to Call-in Queue”, or
“Fax to Pharmacy” to process the prescription.
Call-in the prescription- Physician must call the pharmacy
immediately.
Send to the Call-in queue- Request gets sent to My Call-ins list
so that a staff member can call in the request. This staff
member can access the call-in list by selecting My Call-ins
from the Rx Renewals menu.
Fax to Pharmacy- Prescription approval is sent to a database
and immediately faxed to pharmacy. This option is only
available if a fax number is listed. The practice can add
pharmacy information in the Site Generator.
h. Physician can choose to charge the patient’s credit card for the visit.
i. Click “Process and Communicate”.
Provide Advice – This option allows the physician to provide advice and
charge the patient for the encounter. This option closes the transaction.
a. The physician is able to select from a previously created treatment
plan.
b. If not selecting a treatment plan, the physician is able to upload any
attachments to send to the patient and enter any websites to refer to
patients.
c. Next, the physician will to enter the CPT and diagnostic codes.
d. The physician will enter a subject and message for the patient.
e. Physician has the option to save this as a treatment plan for future use.
f. Physician can choose to charge the patient’s credit card for the visit.
g. Click “Process and Communicate”.
Communicate Only – This option keeps the transaction open and is best used
if the physician needs more information before taking action or needs the
patient to schedule an office visit.
a. The physician is able to select from a previously created treatment
plan.
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b. If not selecting a treatment plan, the physician is able to upload any
attachments to send to the patient and enter any websites to refer to
patients.
c. The physician will enter a subject and message for the patient.
d. Physician has the option to save this as a treatment plan for future use.
e. Click “Process and Communicate”.
D. Patient Process for Reviewing Communication from Practice
1) Once the practice responds to the patient’s request, the patient receives an email
notifying them of the practice’s reply.
2) The patient will login to the Patient Portal by clicking “My Patient Account” on
the practice website and then My Messages to read the practice’s response.
3) The patient has the option to communicate back to the practice again.
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Intranet
The Intranet provides a way for healthcare providers and staff to communicate with each
other by sharing files and posting messages on a bulletin board. In the Site Generator™,
the Site Administrator can set different levels of access for different types of staff
members. Two components, File Sharing and Bulletin Board, make the Intranet.
A. Bulletin Board
The bulletin board allows messages to be posted and responded to by multiple users.
1. Login to the Secure Practice Portal™ and click “Bulletin Board”.
2. Click on “Active Topics” to view a list of topics that are currently active and not
yet expired. Click on the title of the topic to post a reply or to add or remove from
your favorites. Adding a topic to your favorites will add the topic to the main
page of the Secure Practice Portal™ so that it is accessible immediately from the
main page. Click on Edit to edit the topic, change permission levels or archive
the topic.
3. Click on “Start a New Topic” to create a new bulletin board posting.
a. Enter a subject.
b. Choose the personnel types that should have access to this topic.
c. Enter the posting in the “Message” area.
d. Set an expiration date for this posting by entering the number of days after
which this posting should be archived.
e. Determine whether or not to send an email notification to the recipients.
f. Click “Continue”. Confirm your entries and click “Continue” again.
4. Click on “Archived Topics” to view expired postings.
B. File Sharing
This system allows files to be uploaded and downloaded and shared among personnel.
1. Login to the Secure Practice Portal™ and click “File Sharing”.
2. Click on “Create Directory” to create a folder in which to place the file.
Additional files may be added to this directory at a later date. Name the directory
and select the personnel types that should have access to this director and click on
“Create Directory”. If the correct directory already exists, proceed to the next
step.
3. To upload a file, click on the name of the directory to which the file should be
added. Click “Upload File”. Click “Browse” to search for the file on your
computer. Determine whether or not users should be notified of the new file via
email and then click “Upload” to upload the file to the Intranet.
4. To delete a file, check the box next to the file name and click “Delete Selected
Files”.
5. Click on Add or Remove in the “Favorites” column to add or remove these files
to your favorites. Adding a file to your favorites will add the topic to the main
page of the Secure Practice Portal™ so that it is accessible immediately from the
main page.
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Global Treatment Plans
A practice can now set global treatment plans or custom messages that can be inherited
by users in the practice portal. Users with the "Manage treatment Plans" permissions (set
in the Site Generator™) can add/edit global treatment plans by feature in the Secure
Practice Portal™.
A practice can choose to use only the Global Treatment Plans and also choose to disallow
their users from creating and managing their own treatment plans. This provides the
practice with the ability to centrally manage treatment plans. This feature can be used for
consistency in the treatment plan messages.
NOTE: Curently this feature is available for Appointment requests, Virtual Office Visits
and Ask a Doctor only.
A. Add A New Treatment Plan
1. Click “Treatment Plans”.
2. Select the feature to create a treatment plan or custom message for.
• Appointments require a subject and body of message only
• Virtual Office Visits and Ask A Doctor require more information; refer to
Section 11C for more information about the required fields.
3. Click “Submit Message” when finished with the message.
B. Edit A Treatment Plan
1.
2.
3.
4.
Click on “Treatment Plans”.
Click on Edit.
Update the information in the treatment plan and click “Submit”.
To delete a treatment plan, click on Delete.
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Patient Search
This tool will allow any Secure Practice Portal™ user to look-up a user ID for a patient.
Patient search is located on the main menu of the Secure Practice Portal™. Simply click
on the “Patient Search” button to search for a specific patient. Search by one or any
combination of the available fields. The practice is only able to look-up user ID’s, not
passwords. Once the patient has their user ID, they can go to any login page on the
practice website and click on the “Forgot Password” link to have their password reset.
To check on patient demographic and insurance updates, click on the “Demographic
Changes” button.
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My Account
A. Update Password
1. Click on “My Account”.
2. Click on “Change Password”.
3. Type in the old password.
4. Type in the new password and confirm the new password.
5. For security reasons, enter the number shown in the box and then click “Submit
New Password”.
B. Update Email Address
1. Click on “Update Email”.
2. Enter the old email address.
3. Enter the new email address and confirm the new email address.
4. Click “Submit new email address”.
C. My Messages
My Messages allows Secure Practice Portal™ users to view sent messages and
messages that patients have sent in response to communication (ie. A patient’s
response to the message your practice sent to them regarding their online appointment
request). Click on Inbox to view messages from patients and Sent Messages to view
any messages that the user has sent. To confirm that a message has been reviewed by
a patient set STATUS as “read” and the list of read messages will show at the lower
part of the page.
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WELCOME EMAIL
A. Sending “Welcome to the practice Emails”.
1. To access the “Welcome email” feature you will log into The Secure Practice
Portal™ at www.medfusion.net/login.
2. Click on the “welcome email” button at the top of the page and this will take you
to the page where you will insert the email address you would like the welcome
message to be sent to.
3. You can insert up to 5 email address at a time with a semi colon - ; separating
each address.
4. Click the “Send Welcome Package” button and your emails are on their way.
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MY MESSAGES
My Messages allows Secure Practice Portal™ users to view sent messages and messages
that patients have sent in response to communication (ie. A patient’s response to the
message your practice sent to them regarding their online appointment request).
A. Checking Inbox messages
1. Click on INBOX above search window
2. Choose search method from the following: Sender, Subject, date range,
service type or Status.
3. Click “Filter results”
4. The results show on the lower part of the page.
5. Click “subject” to review the message and respond to the patient.
B. Checking Sent Messages
1. Click SENT MESSAGES above search window
2. Choose search method from the following: Sender, Subject, date range,
service type or Status.
3. To confirm a message has been reviewed by a patient set Status on
“READ”.
4. Click “Filter results”
5. The results will show at the lower part of the page
6. Click “subject” to review the messages and respond to the patient.
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