The banner bar has some new verbiage to present a clearer picture for when trying to decide if a patient can be signed up for the portal. Also, in the attempt to decrease the amount of “errors” and patients not receiving their invitations properly, we are sending some refreshers…enjoy!
The banner bar will now show the following options: “please invite”, “invitation sent”, “active account”, “not interested”, and “yes, generate invitation”.
When filling out the invitation information, to avoid any errors, follow the following workflow:
- Fill in ALL four boxes: email address,would you like to enroll, challenge question, and challenge answer
- If the patient is not interested, “not interested” INSTEAD of “yes, generate invitation”
- If something is not correct on the invitation will see “yes, generate invitation” in banner bar
- If no email address, do not generate an invitation
- Check to make sure no spaces in the email address
- Use PIN as the challenge question and a 4 digit number as the challenge answer
- Take the time to make sure the spelling and spaces are correct prior to clicking “OK”
