Portal Setup and Portal Administration in Prime Suite

The information below outlines portal activities and portal setup administrative activities required for properly setting Greenway Patient Portal within Prime Suite 18.00 and above.

For information regarding your health history forms, refer to the help topic Portal Setup in Prime Suite – Health History Forms.

For information on Greenway Patient Portal tasks in Prime Suite, see the Tasks in Prime Suite Topic.

Prime Suite Administration

Lab Results

You will need to set which lab results are automatically added to the Ambulatory Summary. Options include All Results, Normal Results Only, Abnormal Results Only, and Send no Results.

If you are attesting, we do not recommend selection of Send No Results as the CMS considers lab results a minimum requirement of a patient's electronic health record.

To configure Lab Results:

1. Select System and then System Defaults.
2. Select the Greenway Patient tab.

3. Select either All Results, Normal Results Only, Abnormal Results Only, or Send no Results from the drop-down.
4. In the All Results section, select either All Dates or Results from the past. This setting allows you to limit the amount of data to display in the Portal by setting a time frame for all Allergies, Plan of Treatment, Medications, Problems, Vital Signs, Social History, History of Procedures, and Results to fall within.

Flag Administration

When a patient accepts his/her portal invitation, a flag will automatically be attached to his/her account in Prime Suite. This will be the Patient Portal and the Patient Portal Invite flag for patients using Greenway Patient Portal. The flags are highlighted in this screenshot.

These flags should not be removed.

To change settings on the flags within Prime Suite:

1. Select the Registration menu and choose Patient Flags Administration.
2. On the General tab, select the Edit icon to the right of the flag you wish to edit. The Patient Flags Wizard appears.

3. Using the left arrow and right arrow icons at the bottom of the screen, navigate through the wizard and make the desired changes. These options include setting the priority, changing the image displayed for the flag, and determining the pages in Prime Suite on which the flag will be displayed at the top of the page or displayed via an alert that pops up on the screen.
4. On the last page of the wizard, select the Check All button in the Pages to Display On? section.

5. When you are finished making your changes, click the Save icon displayed on the bottom of the last page in the wizard.

User Rights and Other Settings

Creating a Group

If you wish to set user rights to an entire group of users, you will first need to set up a group. To do so:

1. Select System > Group Administration.
2. Select Create New Group and then select Save Group.
3. In the Save Secure Group window, enter a group name (e.g., Portal).
4. Select user(s) and move them to the right panel by either double-clicking on the user's name or using the right arrow.

5. Select Save Group.
6. Select Group Rights and follow the instructions below to setting rights for this group.

User Rights

Users at your site must have the correct user rights in Prime Suite if they will be using or administering the Patient Portal. Alternatively, permissions may be assigned through Group Rights. The instructions below apply to setting up individual user rights or can also apply to setting up group rights.

You must have the proper administrative rights to grant other users the rights they need.

To grant user rights needed for the portal:

1. Log into Prime Suite.
2. Select the System menu and choose User Rights or for Groups, select Group Rights.
3. Select Current User (or Current Group) and select the user (or Group) to whom you wish to grant these rights.

4. Select System in the Modules section, choose Task List, and select the following options.
  • Enable Send Patient Message or Reply to Patient.
  • Access the Task List Administration Page (only if the user is an administrator).

You may not want to select Access the Task List Administration Page for your Group(s) since a group may contain users that are not administrators.

5. If the user needs to work with forms, select System in the Modules section, choose Health History Patient Portal, and select the following six options:
  • Access Health History Patient Portal Admin
  • Access Health History Patient Portal Form Manager
  • Publish and Unpublish Health History Patient Portal Forms
  • Create and Modify Health History Patient Portal Health History Forms
  • Import Health History Patient Portal Forms
  • Export Health History Patient Portal Forms
6. For Greenway Patient Portal administrators, select System in the Modules section, choose Patient Portal, and check the Access Patient Portal Admin box.

Modify Ambulatory Summary

The following setting grants user rights to modify patients’ ambulatory summary.

This setting should be enable for all clinical users.

1. Select the System menu and choose User Rights, or for Groups, select Group Rights.
2. Select Current User (or Current Group) and select the user (or Group) to whom you wish to grant these rights.
3. Select Chart in the Modules section and choose Chart.
4. Check Modify Ambulatory Summary.

Viewing a Patient’s Ambulatory Summary

To access a patient’s Ambulatory Summary and makes changes that will modify what appears in the patient’s Health Summary in the Portal:

1. Select a patient.
2. Select Chart and then Patient Charts.
3. Select Ambulatory Summary in the menu.

4. In the Customizable CCDA dialog, you can alter the record that will go to the Portal by selecting or deselecting any of the checkboxes.

5. Select Save when finished.

Structured lab results populate to the Results Summary section at the bottom of the ambulatory summary when the provider signs off and then marks the order results as Reviewed. In this case, any abnormal results should not be marked as Reviewed, or should immediately be unchecked in the Customizable CCDA dialog, to prevent the result from pushing to the portal before the patient is consulted.

Clinical Visit Summary

While a patient’s clinical visit summary will already be available on the Portal after portal activation (the Available in Portal checkbox is enabled by default if a patient has a portal account), you can prevent specific information from appearing in a patient’s clinical visit summary.

If the Visit History section is not displayed on the patient’s Facesheet, you can make it available to be displayed by selecting Customize Facesheet under the Actions menu, and then checking the Visit History box.

To do so:

1. Open the chart of a patient who has accepted the invitation to the portal by selecting Chart and then Patient Charts.
2. In the Visit History section of the patient’s Facesheet, select a visit. The Clinical Visit Summary dialog box for the visit will appear.
3. Deselect any checkbox that you do not want to make visible in the Portal.
4. If you do not want to make a visit visible in the Portal, deselect Available in Portal.

For purposes of government incentive programs, if a patient does not have a portal account, you can still print the visit for the patient by clicking Print in the top-right corner of the Clinical Visit Summary dialog box.

Next Steps

After completing the configurations and settings in Prime Suite above, you will need to configure Greenway Patient Portal, add practice users, and add any necessary portal documents and forms in MyHealthRecord.com. See the Greenway Patient Administrator Quick Start Guide and the Configuring Greenway Patient help topic for information on completing these settings and configurations.