Patient Portal Website Training Course Module: Patient Portal Website Training Date: March 29, 2015 ID: Nathan Anderson Patient Portal Website Training Course By Nathan Anderson, Instructional Designer For EIDT-6190-1 Navigation Information Back: Next: This storyboard’s helpful elements Navigation information describes flow. Media information describes elements in the slides. Lecture describes what the facilitator covers to guide learner practice activities. Corresponding learner guide section is shown. Media Information Title: Images: Narration: Time: Lecture: Objective: Learner guide information:

Module: Patient Portal Website Training. Date: March 29, 2015 Module: Patient Portal Website Training Date: March 29, 2015 ID: Nathan Anderson Navigation Information: Back: none Next: Next Slide Media Information: Title: Title slide Images: Clinic Logo, website logo Narration: Lecture Time: 1-2 minutes Lecture: Introduction. Welcome everyone to the class, check that everyone has a learner guide and pen or pencil to take notes. All computers should be at the Windows desktop. Check that everyone is comfortable.

Module: Patient Portal Website Training. Date: March 29, 2015 Module: Patient Portal Website Training Date: March 29, 2015 ID: Nathan Anderson Navigation Information: Back: Title Next: Next Slide, to primary slide Prerequisites for use at home. Introduction to the Patient Portal Media Information: Title: Prerequisites Images: none Narration: Lecture Time: 1-2 minutes Running Time: 2-4 minutes Narration: List the prerequisites. 2-3 slides on the purpose of the patient portal website and what it is not intended to do. Learners may take notes but are not expected to do any activities yet. The learner guide outlines these same details.

Module: Patient Portal Website Training. Date: March 29, 2015 Module: Patient Portal Website Training Date: March 29, 2015 ID: Nathan Anderson Navigation Information: Back: Section Title, previous slide Next: Next Slide Creating an account Media Information: Title: Navigating to the portal Images: icons and screenshots Narration: Lecture Time: 8-10 minutes accounting for slow typists. Running Time: 10-14 minutes On screen Prompts Very little text Narration: Step learners through the screens required to create an account. There are several fields in these forms, so do not rush. Stress that this is a one time setup. There are about 5 slides to keep learners at the same pace. Emphasis that this information is important, secure, and can be edited later. Objective: Create an account and navigate the My Patient Page. The learner guide lists required and optional fields.

Module: Patient Portal Website Training. Date: March 29, 2015 Module: Patient Portal Website Training Date: March 29, 2015 ID: Nathan Anderson Navigation Information: Back: Prev. slide (account creation) Next: Next Slide My Patient Page On screen Prompts Very little text Media Information: Title: My Patient Page Images: Screenshots Narration: Lecture Time: 1-2 minutes Running Time: 11-16 minutes Narration: Once accounts are created, everyone will be logged in to the My Patient Page. Facilitator can orient the class to this main page of the site, and the other portions of the site start here. It is important to note the My Patient Page link in the blue menu on the left as learners will return here after the next several topics. Objective: Create an account and navigate the My Patient Page. Learner guide highlights areas that are covered in class and will define what the other links do.

Module: Patient Portal Website Training. Date: March 29, 2015 Module: Patient Portal Website Training Date: March 29, 2015 ID: Nathan Anderson Navigation Information: Back: Prev Slide (My Patient Page) Next: Next Slide My account - profile Media Information: Title: My account - subsections Images: screenshots Narration: facilitator only Media: Time: 5-7 minutes Running Time: 16-23 minutes On screen Prompts Very little text Narration: Facilitator discusses editing account and profile information. Learners can mimic these steps and edit if necessary. There will be 5 or more slides to demonstrate the pages demographic information, email, and password, and financial information. Objective: Manage account and insurance for accuracy. Learner guide details these steps and lists required and optional fields.

Module: Patient Portal Website Training. Date: March 29, 2015 Module: Patient Portal Website Training Date: March 29, 2015 ID: Nathan Anderson Navigation Information: Back: Prev slide (account information) Next: Next Slide Schedule information Media Information: Title: Schedule information Images: screenshots Narration: Lecture Time: 3-4 minutes Running Time: 19-30 minutes On screen Prompts Very little text Narration: Facilitator discusses viewing schedule history and requesting an appointment. Learners can mimic these steps but should not necessarily submit the request by clicking continue. Emphasis should be placed on not using this method for very short notice or emergency. Objective: Manage account. Learner guide details these steps and lists required and optional fields.

Module: Patient Portal Website Training. Date: March 29, 2015 Module: Patient Portal Website Training Date: March 29, 2015 ID: Nathan Anderson Navigation Information: Back: Prev slide (schedule requests) Next: Next Slide Medical Records Transfer Media Information: Title: Medical Records transfer Images: screenshots Narration: Lecture Time: 4-5 minutes Running Time: 23-35 minutes On screen Prompts Very little text Narration: Facilitator discusses transferring records to another office, clinic, or hospital. Facilitator discusses requesting medical records from another office, clinic, or hospital. There will be 2-3 slides showing the different types of requests. Objective: Request and transfer medical records Learner guide details these steps and lists required and optional fields.

Module: Patient Portal Website Training. Date: March 29, 2015 Module: Patient Portal Website Training Date: March 29, 2015 ID: Nathan Anderson Navigation Information: Back: Prev slide (medical records) Next: Next Slide Ask a Nurse Media Information: Title: Ask a nurse Images: screenshots Narration: Lecture Time: 3-4 minutes Running Time: 26-39 minutes On screen Prompts Very little text Narration: Facilitator discusses compares this activity to email and any question is welcome. Emphasis can be placed on not using this as an emergency, not using this to replace planned office visits or follow ups, or in place of physician orders. Facilitator might provide a few relevant examples from experience. Similarity to asking a scheduler or biller can also be made. Objective: Communicate with healthcare professionals. Learner guide details these steps and lists required and optional fields.

Module: Patient Portal Website Training. Date: March 29, 2015 Module: Patient Portal Website Training Date: March 29, 2015 ID: Nathan Anderson Navigation Information: Back: Prev slide (ask a nurse) Next: Next Slide Personal Health Record Media Information: Title: Personal Health Record Images: screenshots Narration: Lecture Time: 15-20 minutes Running Time: 41-59 minutes On screen Prompts Very little text Narration: Facilitator is to stress that this is a separate, linked page. The information contained here has many details but the class will only be covering a few such as allergies, medications, planning, and advanced care. Objective: List and update medications and allergy information Learner guide details this page and commonly used sections. Navigation to and from this page will need detailed as it is different from the previous sections .

Module: Patient Portal Website Training. Date: March 29, 2015 Module: Patient Portal Website Training Date: March 29, 2015 ID: Nathan Anderson Navigation Information: Back: Prev slide (Personal Health record) Next: Next Slide Personal Health Journal On screen Prompts Very little text Media Information: Title: Personal Health Journal Images: screenshots Narration: Lecture Time: (continued) Narration: Facilitator will have several slides to demonstrate adding allergy and medication information. Test entries in the health journal can be removed immediately if desired. Facilitator can use real world examples on how the journal can be used and what type of information learners may want to record. Objective: Lifestyle adjustment. Learner guide will detail these steps.

Module: Patient Portal Website Training. Date: March 29, 2015 Module: Patient Portal Website Training Date: March 29, 2015 ID: Nathan Anderson Navigation Information: Back: Next: Media Information: Title: Quiz and survey Images: none Narration: none Time: allow 5-7 minutes Narration: Allow everyone a few minutes to take the quiz and survey. Results will be used to improve and enhance the class for future participants. Accessible at: http://goo.gl/bNgXGP

Thank you for participating Module: Patient Portal Website Training Date: March 29, 2015 ID: Nathan Anderson Navigation Information: Back: Title Next: Next Slide Media Information: Title: End Slide Images: none Narration: Close Time: Thank you for participating Narration: Thank everyone for attending and remind them to take their learner guide and notes. If time permits, they may stay and practice and explore the pages. Additional help and support are available on the portal itself.