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Telehealth Visits Telehealth is the practice of caring for patients remotely, most often through a HIPAA-compliant video conferencing tool that allows for unprecedented remote connections between physicians and their patients. It allows for your practice to visit with patients in a way that helps to slow the spread of illnesses by use of sick patient’sRead more

When a patient logs into the Patient Portal, there is a “Test Results” section to show all test results entered through the Change Healthcare interface. To show or hide the “Test Results” section in the Patient Portal, you must login as an administrator. Then go to Management -> Toggles. Click “Edit” to changes the toggles.Read more

You can view a patient’s signed consent form in the Patient Portal. Search for the patient and click on “Consent forms” in the left menu. This will list all signed consent forms, and the date in which they were signed. You can click on an individual consent form to read the original text of theRead more

Sending Intake forms Search a patient, select your options Click Intake Forms Click Add Select a Template Add a Description if necessary Click Save when complete Viewing and Printing Intake Forms To view or print intake forms after reconciliation, go the “Intake forms” screen in the patients record. This must be done in the PatientRead more

Configuration/Setup Contact support/project manager to verify appointment reminders are enabled (if you are sending SMS invitations this is enabled) Login to CL8 with manager credentials Configure → Options → User Accounts → Providers Under each provider name → Demographics → Phone number XXXXXXXXXX format (this should be the practice phone number with no formatting) Login to practiceRead more

Intake forms are a way for the practice to get information from a patient via an electronic form, and transfer that data to the CL software. To create intake forms, first you must be logged in as the manager account, or as an manager privileged account. Select the User list in the top right corner. Click ManagementRead more

Updating the Practice Profile How to update the Practice Profile: Practices may want to update what locations are shown in the Connect Portal. To do this, users will first need to be logged in as the manager account, or as an manager privileged account Select the User list in the top right corner. Click ManagementRead more

Managing Patient Health Records Patient Health Records are used for a Couple of reasons. To export patient demographics and summaries to give to the patient. To export and give to a doctor being referred to. To review patient records: Click Patients, or the  icon on the left. Search for patient. Select the patient by clickingRead more

Resetting Patient Passwords How to reset patient passwords in the Patient Portal: Login to the Portal with your username and password Click Users Search for the patient’s name under Users Click on the patient’s name Select Password Enter in a New Password and click Save Note: Patient will not be notified of password change, you willRead more

Creating User Accounts How to create user accounts: Users will first need to be logged in as the manager account, or as an manager privileged account to have the ability to create new users. Select your name in the top right corner. Select Users. Click Add User Enter Name, Username, Password, and Email address EnabledRead more