*PxP = Patient Portal
*Only PATIENTS can be enrolled in the PxP. An individual with only a PERSON account cannot be enrolled.
You can enroll a patient in PxP while in the EHR through the patient chart.
How to easily tell if a patient is already enrolled in PxP or not while viewing their chart in the EHR:
Under the encounter window at the bottom right of the EHR is a little human head/ shoulder icon, this is the PxP status icon.
The red X next to the icon indicates the patient has never been invited to enroll in the PxP.
In this case, you can enroll them in the PxP if the patient wants to be enrolled.
With the chart open, got to File > Patient Portal > Enroll Now.
That is all you have to do, just click 'Enroll Now' and the system will take care of the rest UNLESS, they do not have an email address listed in their PM chart and you will get this pop up error:
In this case, you will need to add the email address to the patient chart in PM.
The green checkmark next to the icon indicates this patient is already enrolled in the PxP and you need to do nothing:
If they are already enrolled, when you go to File > Patient Portal, it will show that enrollment is complete and that text will be grayed out:
The yellow exclamation next to the icon indicates the patient has been invited to enroll in the PxP but has not registered yet (maybe remind them that the invite has been sent) but again, you need to do nothing (File > Patient Port > Enroll Now will still be available and you can send the invite again but should probably verify their email address is accurate):