There are a few different ways practices can register patients. Get familiar with the various methods by clicking HERE.
Our Help Center has created a wonderful document that can be shared with your patients. Check it out HERE.
CHADIS isn't going to magically work when your portal is LIVE. There are steps required by your practice to make this happen:
Staff members who send surveys, must have an active portal account and a validated CHADIS account of their own. A single email address cannot be used for multiple staff members. Each CHADIS user must have their own unique email address.
Patients who are receiving CHADIS surveys must also have an active portal account.
Your staff will need to be cognizant of the registration patient status before they confirm an appointment or create a survey task. If a patient is not active, that survey will not be delivered, period
If training is required for your practice, please reach out to your Account Manager or email clientadvocateteam@officepracticum.com.
If you need help troubleshooting an issue, please reach out to Support.
Staff will need to verify the patient registration status before confirming the appointment. This is found in the Patient Chart - Demographics - Basic Information menu
If the patient is not registered they can do so in the office if the patient has arrived for an unconfirmed appointment. Make sure that it says Active in OP before sending the survey order
When confirming an appointment, practice staff must look at registration status and make sure they are confirmed (this can be done in OP or in Practice Portal)
Many of our Beta clients dedicated a staff member in the office that is responsible for registering patients as they come through the door and then creating their survey orders.