2015 User Conference Preparing Your Data for the Patient Portal April 23, 2015 April 24, 2015 Presented by: Jeannine Becker Facility Training Coordinator Dr. Robert Stephens Cornerstone Pediatrics General Session

2015 Office Practicum User Conference Be A Steward of Your Patients’ Data And yes, you can do better than this guy… That’s why we’re here.

2015 Office Practicum User Conference Data Security The first step in stewarding the data, is SECURING the data. ▪ How does OP help you with this? ▪ SSL certificate: Website is encrypted. In order to access you must have an account. ▪A patient’s contacts in OP are the only ones able to access that patient

2015 Office Practicum User Conference Data Security How can YOU ensure security? ▪ What do you need to do? ▪ Physical Security ▪ Patient Account Security ▪ Confirm identity of those needing account resets ▪ Don’t let other family members access a portal account in the office

2015 Office Practicum User Conference Visibility in OP Levels of Privacy in OP ●Author Only ●Physicians Only ●Providers Only ●Clinical Staff Only ●Any Staff Member Most Restrictive Least Restrictive

2015 Office Practicum User Conference Visibility in OP

2015 Office Practicum User Conference Visibility in OP

2015 Office Practicum User Conference Visibility in OP Patient Portal

2015 Office Practicum User Conference Visibility in OP Allergies

2015 Office Practicum User Conference Visibility in OP Medications

2015 Office Practicum User Conference Visibility in OP

2015 Office Practicum User Conference Visibility in OP 1.Make a list of medications you wouldn’t want show on the portal 1.Edit your medication favorites Maintain Medications

2015 Office Practicum User Conference Visibility in OP Portal: Maintain Medications

2015 Office Practicum User Conference Visibility in OP Problem List

2015 Office Practicum User Conference Visibility in OP Diagnostic Tests

2015 Office Practicum User Conference Visibility in OP Prepare and Plan

2015 Office Practicum User Conference Visibility in OP 1.Make a list of Labs you wouldn’t want show on the portal 1.Edit your Diagnostic Tests Maintain DX Tests

2015 Office Practicum User Conference Visibility in OP Portal: Maintain DX Tests

2015 Office Practicum User Conference Visibility in OP Patient Exit Notes

2015 Office Practicum User Conference Visibility in OP Well Patient Exit Notes

2015 Office Practicum User Conference Visibility in OP Encounter Patient Exit Notes

2015 Office Practicum User Conference Visibility in OP Patient Exit Notes

2015 Office Practicum User Conference Visibility in OP Portal: Visit Summary

2015 Office Practicum User Conference Let’s Try It!

2015 Office Practicum User Conference Example One You are seeing a 15 year old girl who is interested in starting birth control but has not talked with her parents.

2015 Office Practicum User Conference Example Two You are seeing a 16 year old sexually active boy with dysuria.

2015 Office Practicum User Conference Example Three You are seeing a 3 year old girl, with her parents, who has multiple medical problems. You provide counseling related to care of the other siblings and also resources for several of the patient's medical conditions.

2015 Office Practicum User Conference Take Home ▪ Have good security practices ▪ Be mindful of the portal in your charting ▪ Know how to use the privacy settings ▪ Design your templates with parent education in mind

2015 Office Practicum User Conference Questions ?

2015 Office Practicum User Conference We want your feedback!