Patient Portal Documents and Forms

Overview

The Patient Portal Documents and Forms widget allows Greenway Patient Portal Admin-role users to add, edit, and delete documents and forms that patients can download from the portal. This includes:

  • Manage existing Documents and Forms.
  • Add Documents and Forms.
  • Manage and publish eForms (Intergy only)

Patients can download documents and forms from the Documents and Forms section of the My Health section of the portal.

Intergy customers please see the eForms topic for information on publishing eForms to the Patient Portal.

Documents and Forms

The Documents and Forms page allows Greenway Patient Portal Admin-role users to review and edit document details. This includes:

  • Uploading new documents
  • Replacing existing documents
  • Updating data about documents
  • Publishing and unpublishing documents
  • Deleting documents from the system

How to Get Here

Select Documents and Forms from the Portal Documents and Forms widget.

To view an existing document’s details, select it from the Documents and Forms list.

Adding a New Document or Form

To add a new document, select in the Documents and Forms list, or select Add Documents and Forms from the Portal Documents and Forms widget on the dashboard. This opens the New Document File page.

As you fill out the fields, note the following:

  • Name: What patients will see when they access the patient-side Documents and Form page.
  • Category: How forms are grouped in the patient-side Documents and Forms page. These include General, Administrative, Financial, Health Education, Medical, New Patient, and Practice Information.
  • File: You can upload Microsoft Word®, Microsoft Excel®, and Adobe® PDF files.
  • Published: Determines whether or not patients can see this file for download.

When finished, select Save. The document will be listed in the Documents and Forms list.

Editing a Document’s Details, or Replacing a Document

1. Select the document or form from the Documents and Forms list.
2. Select Edit on the document’s information card. This opens the Edit Document File window.
3. You can change the name and category, replace the document with another, and change the publication status of the document.
4. Save when finished.

You can only change the information in the Edit Documents page. The Last Upload Date, File Size, and Uploaded By are automatically entered by the system.

Publishing and Unpublishing Documents

You can publish documents in two ways:

By editing an individual document:

1. Select the document or form from the Documents and Forms list.
2. Select Edit on the document’s information card. This opens the Edit Document File window.
3. Select Published and choose Yes or No.
4. Save when finished.

Or, publishing/unpublishing documents en masse:

1. Select the icon and then select Publish/Unpublish.

2. In the Publish/Unpublish window, select the forms you want to publish and deselect the forms that you want to unpublish.

3. Select Save when finished, or Cancel to exit without saving.

Patients will not be able to see unpublished documents. Published documents will be visible in the patient-side of MyHealthRecord.com, under Documents and Forms.

Deleting a Document from the System

1. Select the document or form from the Documents and Forms list.
2. Select on the document’s information card.

Neither patients nor staff will be able to see deleted documents.