1. Patient Portal Website Patient Training Powered by the

2. What is a Patient Portal? A secure website Check appointments, fill out forms Manage your personal health record Transfer medical records Ask your provider questions

3. What a Patient Portal is NOT Socially sharable Dynamic like social or news media Reliant on advertisement or solicitation

4. Prerequisites Computer with internet access Any web browser Internet Explorer Google Chrome Mozilla FireFox Apple Safari

5. Navigating to the Patient Portal

6. http://www.havi-north.com Double-click Internet Explorer

7. Navigating to the Patient Portal Click the Patient Login button

8. Creating an Account Use only once, in class.

9. Creating an Account Screen 1 Fields marked with a red asterisk (*) are required. Click Continue.

10. Creating an Account Screen 2 (1 of 3) Fill in required fields. Information can be edited later.

11. Creating an Account Screen 2 (2 of 3) Enter your email address as UserID. Write UserID and Password in learner guide.

12. Creating an Account Screen 2 (3 of 3) Check both boxes Click Create Account.

13. Completing your account Demographics Fill in required fields. “Declined to Answer” is acceptable for race and ethnicity. Click Next.

14. Completing your account Click Next. Insurance Entirely optional.

15. Completing your account Emergency Contact Numbers Entirely optional. Click Next.

16. Completing your account Primary Provider Entirely optional. Click Submit.

17. Logging in From now on, Enter User ID and password here. Click Login.

18. Editing Account Information

19. My Patient Page Quick Menu Click My Patient Page to return to this page.

20. My Patient Page Click My Account. To verify or correct account information

21. My Account Page Profile (1 of 2) Your demographic information

22. My Account Page Click Update Profile. Profile (2 of 2) Correct your information as needed.

23. My Account Page Email Click E-Mail link. Enter Password. Enter new email address twice. Click Save Changes.

24. My Account Page Password Click Password & UserID link. Enter Password. Enter new password twice. Click Update Password.

25. My Account Page User ID Click Password & UserID link. Click Change My UserID. Enter password. Enter new UserID twice. Click Update User ID.

26. My Account Page Secret Question Click Password & UserID link. Click Change Secret Question Enter Password. Select new question. Type new answer. Click Update Secret Question.

27. My Account Page Preferences Click Preferences link. Select preferred location, provider, and email format. Click Update Your Preferences.

28. My Account Page Wallet Click Wallet link. To pay bills online, enter all required information. Click Add Card.

29. Making Appointment Requests

30. Appointment Requests Solutions Icons Click Schedule / Reschedule to request a new or change an appointment.

31. Appointment Requests Provider Select your doctor, PA, or NP from the list. Click Continue.

32. Appointment Requests Time, reason, and contact Fill in required fields. Additional information is optional. Click Continue.

33. Appointment Requests Confirm Request Check details. Do not click Submit Request during class.

34. Transferring Medical Records

35. Transferring Records Solutions Icons Click My Patient Paperwork to request a records transfer.

36. Transferring Records From another office to Heart & Vascular. From Heart & Vascular to another office.

37. Transferring Records To our office Fill in your information. Fill in the office sending the records.

38. Transferring Records Check at least one option. Type your full name, check relationship, type the current date, and click Agree. Do not click Submit in class.

39. Transferring Records From our office Fill in your information Fill in the office receiving the records.

40. Transferring Records Check at least one option. Type your full name, check relationship, type the current date, and click Agree. Do not click Submit in class.

41. Ask Your Provider’s Nurse

42. Ask a Nurse Solutions Icons Click Ask Your Provider’s Nurse.

43. Ask a Nurse Like email Select your doctor. Type a subject line. Type your question into the space provided. Do not click Continue in class.

44. Ask a Nurse Replies New replies show on the My Patient Page.

45. Ask a Nurse Replies Click My Messages to see previous replies Click the subject to open the message.

46. Personal Health Record

47. Click the Personal Health Record from the Solutions icons.

48. Personal Health Record Different webpage. Same account.

49. Personal Health Record Allergies Click the Allergies link.

50. Personal Health Record Allergies Click to check any allergies you have.

51. Personal Health Record Allergies Allergies you have checked will be listed below. Click Remove to remove incorrect entries.

52. Personal Health Record Medications Click the Medications link.

53. Personal Health Record Medications Start typing the name of a medication.

54. Personal Health Record Medications Select from the list that drops down.

55. Personal Health Record Medications If the drug is not found, click Add.

56. Personal Health Record Medications Removing from the list. Click Remove to remove incorrect entries.

57. Personal Health Record Health Journal Click the Health Journal link.

58. Personal Health Record Health Journal Click Add Journal Entry.

59. Personal Health Record Health Journal Change date if needed. Add symptoms, health goals, or questions you have for a clinician. Click Save Changes.

60. Please take our quiz and survey http://goo.gl/bNgXGP In Internet Explorer

61. Thank you for participating.