You are on page 1of 40

MyHQPortal.

com

Release 1.1

User Reference Guide

Table of Contents
Getting Started

Passwords and Login

My Patient View
My Patients Navigation
Watch Lists
Patient Chart
Patient Demographics
Lab/Blood Gas Results
Lab Graphing
Transcribed Reports
Medications
Allergies
New Orders/Results
Patient Search

6
7
9
11
12
13
16
17
19
20
21
25

Preferences
Patients to Display
Sort Options
Watch Lists
My Links/My Profile
Change Password

27
27
30
31
32
33

Electronic Signature

34

Medical Community
Calendar
Whats New/Reference Library
My Links/Physician Search

36
36
37
38

Library Gateway

39

Feedback Form

39

Getting Started
The Physicians Portal provides access to important real time patient data,
both demographic and clinical information, over a secure internet connection. The Portal does not replace the Hospital Information System, it simply
presents it in a more user-friendly, easier to access way that you can personalize to suit your needs.
How do I get access to the Portal? If you have not already completed the
registration forms, you can log on to the Portal site at:
http://www.MyHQPortal.com. You can also access the Portal from the
Health Quest web site at: http://www.health-quest.org. Click the
PatientPoint Physicians Login link and you will see the MyHQPortal logon
page.

Click on either the Physician, Hospital Staff or Office Staff link under the
Registration Forms section of the Portal Logon screen - complete the form,
then print it and sign the form. If you are a physician user type, have the
form signed by the Medical Staff Representative at your facility, who will
then return it to HealthServe. Hospital Staff personnel should have their form
signed by the management. Office Staff users will need to have a physician
in their office who is a Portal user sign off on their form. You will be notified
once the registration has been completed.

What do I need in order to access my Web portal? If you have a computer


with an Internet connection, you can access the Portal - whether it is from
your home, office or within the hospital, you can access PatientPoint. All you
need is an Internet connection and a Web Browser. The Portal will run properly on any Operating System that supports Internet Explorer v5 or higher.
After receiving your Username and Password from HealthServe, access the
Portal via: http://www.MyHQPortal.com. Alternately, you can access the
Login page through the Health Quest website at: http://www.health-quest.org.
Once you click on the Physicians Portal link, you will be brought to the
Login page.
Type in your assigned Username and Password. (Note that the password displays as asterisks no matter what characters you type in.) Then, click the
Submit button or hit the Enter key in order to log onto the Portal.

The first time you access the Portal, you will be requested to change your
password from the default you were given. Enter a new password, at least
six (6) characters long. It is good practice to include Upper case letters and
numbers in your password.

If you enter either your user name or password incorrectly, you will be
prompted to re-enter both:

Keep in mind that if you fail to enter your correct user name and password
for 3 consecutive times, you will be locked out of the system and cannot
gain entry again unless you call the HealthServe Call Center directly, at
845.483.6789.

NOTE: Once logged in, if you do not interact with any PatientPoint screens
within a fifteen (15) minute period, PatientPoint will log you off. This is to
protect against a breach of patient privacy should your pc be left unattended.
Temporary links to other Web sites do not constitute PatientPoint activity.

My Patients View
Once you have successfully logged on, you will be brought to your list of
patients, which is the My Patients view.

Physicians:
My Patients allows you to view all of your patients, based on the definitions
you provide within your Preferences:
You have the ability to view only your patients, including those that you
admitted or for whom you are the attending consulting or referring physician, or for your groups patients, or even the patients of another physician
for whom you cover patients.
You have the option to include or exclude any of the following categories
of patients: Active Inpatients, Discharged patients, Outpatients (both
Recurring and Non-Recurring) and ER patients, as well as Pre-Registered
patients.
You even have the ability to add patients to your list via the Search function.
Office Staff:
My Patients will include the My Patients list for each physician to whom
you are associated. The default view includes a combined list of all physicians lists. You can choose to view the list of only one of your physicians by
choosing their name from the drop-down at the top of the My Patients view.
Nurse:

My Patients will include all patients currently active on the unit(s) to which
you are associated.
Hospital Staff:
My Patients will be empty, unless you have added patients via the Search
function.

My Patients Navigation
Using the vertical scroll bar to the right of the patient names list will allow
you to view all of the patients on your list. As you move your mouse cursor
over the list, the active patient will highlight in yellow. To choose a patient
for viewing, left-mouse click on the highlighted patient. A fixed highlight
will appear for that patient, and that patients information will be populated
in the Patient Chart left navigation.
At any time, you can click a column heading to re-sort your list by that column - clicking the column heading again will alternate the sort between
ascending and descending order. Clicking on the Refresh button at the top of
the My Patients view will return the list to your default sort order. You can
alter the sort on a more permanent basis via your My Preferences options,
covered in another section.
In addition, you can easily find a patient on your list with the Patient Find
option:

Choose your search based on either the Last Name, First Name or Unit in the
drop-down, then enter the starting letter(s) of the patients last name (or first
name or unit). The patient list will automatically re-sort alphabetically based
on the drop-down chosen.

There are a number of buttons at the top of the My Patients view that will
allow you to perform several functions:

You can print your entire patient list by clicking on the Print button at the top
of the view. A new window will open with a printer-friendly view of the list,
which contains extra space between patient names for note-taking. Click the
Print button on the window that appears with your available printer options.
You can now close this printer-friendly window.
NOTE: It is important that you do not have your Pop-Up blocker enabled,
otherwise your Printing window will not be able to open.
If you find that you have a patient on your list who should not be there, you
can remove that patient from your list by clicking on the box next to the name
of the patient and click the Remove button. (This action only removes the
patient from your list - the patient will remain in the database and can be
retrieved, if necessary. See the Patient Search section for details).
Clicking the Refresh button will re-populate your My Patients list with any
newly registered patients, as well as return your list to its default sort order.
You can create your own Watch Lists, which is a subset of your My Patients
lists, to allow you to track specific patients, create a list of patients scheduled
for office visits, etc. This functionality will be discussed in more detail in the
next section.

Watch Lists
You can create your own Watch List from either your My Patients list, an
existing Watch List or from the Search results screen. Physicians in a solo
practice, Nurses or other Hospital Staff can only create private Watch Lists
for their own use. Physicians who are members of Physician Groups and
their Office Staff can create Watch Lists that are shared by all members of
their group.
From either your My Patients screen, Search results or any Watch List, click
on the checkbox next to one or more patients that you want to copy to a specific Watch List, then click the Add to Watch List button:

A window will open that will allow you to add the patient(s) to either an
existing Watch List (see next section) or allow you to create a new list:

If you are not associated to a Physician Group, to create a new List, enter the
name of a new Watch List, then click the Submit button. If you are part of a
Physician Group, you will see the Select the group sharing option section
on this screen. If you want to create a new Shared Watch List, change the
group sharing option to the name of your Group, otherwise leave the Do not
share option to create a private list. Keep in mind, once created, a Watch
List cannot easily be converted between Private to Shared.
The patient(s) selected will continue to appear on your My Patients list, but
will also appear on the list you chose. If you no longer want the patient(s) to
appear in My Patients, you can click the checkbox next to their name, then
click the Remove button. NOTE: Do not have your Pop-Up blocker enabled.
Office Staff users can create either a Shared Watch List for the Group or create an individual physicians private Watch List. In the Watch List pop-up
screen, to create a Shared list, leave the Create a new watch list with select

ed visits for physician drop-down option as Select Physician. Then


choose the Group name in the group sharing options. To create a list for one
individual physician only, choose a physician name from the drop-down and
choose the do not share option. Enter a List name and click submit.
View and Update a Watch List:
To add patients to an existing Watch List, check the box next to the name of
patient(s) to add from either My Patients, another Watch List or Search
Results, then click the Add to Watch Lists button. From the Add to Watch
Lists pop-up window, choose either an existing list in the Select the watch
list(s) to add visits section, (private lists are displayed separately from
Group shared Lists, if available), or create a new list (described previously.
By default, a Watch List is created by adding a new tab with the name of
your list to the right of the Search tab. To view the patients in a list, simply
click the tab and the list of the patients on that list will open. You will be
able to view all information concerning these patients in the same way as you
would through the My
Patients screen.
Alternately, you can change your Watch Lists to not display as individual tabs
but as a drop-down, which will be explained in the Preferences section for
Watch Lists. To view these lists, click the Watch Lists tab, then choose the
specific list from the drop-down of lists:
Office Staff users can view their doctors Watch Lists by clicking the Watch
Lists tab, then choosing the Physician name in the physician drop-down, then

the list name in the watch list drop-down.


With a Watch List open, you can remove patients from that list by clicking
the checkbox next to each name to be removed, then click Remove.
To delete or remove a Watch List, with that list open, click the Delete this
List button. If this a private Watch List, this action will cause the list to be
permanently deleted. If this is a Shared Watch List and you were either the
creator of the list or an Office Staff user for a Physician Group, then the list
will be permanently deleted and removed from your screen as well as from
the screens of all other physicians and Office Staff members of your Group.
You will need to re-create the list if you need it again. If you were not the
creator of the Watch List, then the Delete action will cause the list to be temporarily removed. You can re-instate the list via Preferences options.

10

Patient Chart
Once you have chosen a patient from your My Patients list by clicking on
the name, the Folder Explorer on the left of your screen will now contain
that patients name and will be populated with that patients demographic
and clinical information, effectively becoming the patients electronic chart.
Note: Limited Office and Hospital Staff users will only have access to
Patient Demographic information.

Any link that appears in this Folder Explorer is specific for the patient chosen. In general, the Patient Chart can be navigated as follows:
The number that appears in parenthesis next to any link in the Patient Chart
indicates the total number of items that are available for each link.
A number that is bolded indicates there are items available for the current
hospital visit.
Any link that is greyed out indicates that there are no results available for
that Ancillary or Category link.
Clicking any link in the Patient Chart will display the applicable details in
the right-hand window.
Clicking the + button next to an Ancillary link will expand the explorer
to all possible Categories.
Choosing another patient will collapse the Folder Explorer.

11

View Patient Demographics


Immediately under the patients name will be the Visit History/FS link,
which contains the list of all visits for this patient, which will appear in the
upper portion of the right-hand window. You can scroll through this list and
if you wish to view the Facesheet for a particular visit, you can click on the
visit and the Facesheet will appear in the lower half of the window.

12

View Lab or Blood Gas Results


In order to view Lab results (with the exception of Microbiology reports) or
Blood Gas results (where available), click on either the Lab Results link or
the Respiratory link in the Patient Chart Folder Explorer.

Lab Results:

Blood Gas:

Lab Results: If you wish to view all Lab results at once, you can simply
click on the Lab Results link. Clicking this link will also expand the Lab
link to show individual Category (i.e. Blood Bank, CBC/DIFF, Chemistry,
etc.) links. If you would rather view just one Category of results at a time,
just click that Category link in the Patient Chart Folder Explorer.

13

By clicking on either the Ancillary or Category link, the right-hand window


will populate with a trended view of results for the last 5 calendar days. If
there are no results for that time frame, a message will display indicating that
there are no results for this time period. Simply choose another option from
the drop-down at the top of this view.

The trended view contains the Collection dates across the top, with the test
names in the left column. Scrolling either horizontally or vertically will
allow you to view all results, with the dates and test names remaining static
in your view. If there are multiple results for the same tests for the same
date, the most recent test will appear in the top of the box, with the remainder of the tests appearing in descending chronological order

14

The Trended view only shows the actual result value, including the criticality
of the result as determined by the Lab itself (i.e. C for Critical - which
appear in Red, H for High, A for Abnormal and L for Low), with the time the
sample was collected, in the appropriate date column. In order to view further details provided by the lab system, you can click on the actual result.
If you see a note icon beside any result in a trended view, just click on either
the note or the result beside the note and the lab detail view will display the
notes that were sent by the lab along with the result.

Note

Icon

The note contents will appear in the Report Note section.

You can print either the displayed trend view or the lab details by clicking on
the Print button at the top of the view. The results chosen will display in a
printer friendly window; together with a print window. Click the Print button to print to your default printer, then close the printer-friendly window.
NOTE: It is important that you do not have your Pop-Up blocker enabled,
otherwise your Printing window will not be able to open.

15

Lab Graphing
From any Trended view - either for Lab or Blood Gas results, you will have
the option to graph the displayed trended view either as a Line Graph or Bar
Graph.
From either the All Labs view, or a specific Category of Lab results, or from
the Blood Gas link, simply click the corresponding graph button at the top of
the display and a new window will open, displaying graphs for each test presented in the Trend.
NOTE: It is important that you do not have your Pop-Up blocker enabled,
otherwise your Graphing window will not be able to open.

16

View Transcribed Reports


The following reports are presented in the Transcribed Reports view:
Microbiology, Cath Lab, Medical Records, Radiology and Pathology, as well
as individual new orders or results (see section on New Orders/Results). The
Patient Chart Folder Explorer represents each of these as either a separate
Ancillary or Category link.
Click on one of these links to view the details of the report in the right-hand
window display. A list of all available reports will appear in the bottom portion of the display in descending chronological order.

17

By default, only the reports for the current visit will display. If you would
like to view reports from all visits, simply click the All Visits option in the
middle of the screen. The list will expand to include reports from all visits.
If you would like to make the upper portion of the display larger, you can
click on the up and down arrow buttons to the right of the All Visits option.
The number in parenthesis to the right of the ancillary name indicates the
number of reports available for either the current or all visits.

If you would like to make the upper portion of the display larger or smaller,
left click on the dark blue line right above the All Reports and Current Visit
All Visits options in the gray banner. You should now see a double pointed
arrow pointing up and down. Left-click and drag your mouse either up or
down and the upper window will re-size accordingly. Just release the mouse
to retain this new size setting for the duration of time you remain on this
screen. Once you change screens, the view will revert to the default size.
The list of available reports can be sorted on any column. Simply click the
column heading once and the list will be sorted in ascending alphabetical
order based on that column. Clicking the column heading again will resort
the list in descending order.

To scroll through all available reports, you can either use your mouse to
click on a specific report on the list at the bottom of the view or you can use
the Prev and Next buttons in the upper right of the report.
If you would like to print one of these reports, simply click the Print button
in the upper right corner and only the report currently displayed will print. If
you would like more than one report printed at a time, click the box next to
each report in the list in the lower portion of the screen, then click the Print
button. To choose all reports in the list at once, click the box next to Report
Title in the blue heading above the list and all reports will be checked, then
click the Print button. You can deselect all reports just click on the Report
Title box again.
NOTE: It is important that you do not have your Pop-Up blocker enabled,
otherwise your Printing window will not be able to open.

18

Medications
The Meds link in the Patient Chart Navigation will provide information
regarding Medication orders for the patient, where available. This screen
works like a Transcribed report, in that clicking an Order from the bottom list
will display the Medication details in the upper portion of the screen.

By default, the Medication Orders that are currently active will display. To
view all Medications for either the Current visit, or All Visits, click the
appropriate option in the middle of the screen. Both of these options contain
discontinued and inactive Medication Orders. Discontinued Medication
Orders are crossed out in the display and the status of Discontinue appears in
red.

19

View Patient Allergies


Clicking on any link in the Patient Chart navigation will provide patient specific information in the right-hand side of the screen in the top dark blue bar.
In addition to demographic information, the patients allergies will also display here.
If the patient provided specific allergies that were confirmed, they will be
listed after the Allergies heading. If the patient did not provide any allergies
or they are unconfirmed, the verbiage: Insufficient Data will appear after the
Allergies heading.

20

New Orders/Results
Clicking on the New Orders/Results tab will, in addition to providing the
user with all clinical results, also provide both Lab and Radiology Orders for
all of the patients in their My Patients List that have been sent to the Portal
within the last 24 or 48 hours. The user has the option to alternate between
24 or 48 hours, with 24 hours as the default.
This view will give the user quick access to the most recent results and
orders for all of their patients in one view. By default, the results list will be
sorted by patient name, then in descending order by report date. This sort
order can be changed by the user via their Preferences options. Clicking the
Refresh button at the top of this view will re-populate the list with any additional new results.
The icons in the Status column will indicate the type of record:

A yellow envelope is a completed result; a red envelope is a


critical result.

A blue notepad icon is a new order.

A red and white test tube is a collected order.

A blue notepad with a red x is a cancelled order.

21

Clicking on the order/result from this view will display all of the new
orders/results for that patient in a Transcribed Report view, with the row that
was clicked appearing in the report section of the screen.

22

To view other new orders/results for that patient, either click on the desired
item in the list at the bottom of the screen or use the Prev and Next buttons.
To return to the entire list of all patients new results, click the New
Orders/Results tab.

23

You can also change the content of your New Orders/Results list by changing
the option in the drop-down at the top of the view - the default is both Orders
and Results, but you can change to just Orders or just Results.
You will note that once you have clicked on a
patients name from the New Orders/Results
view, that patients information now populates the
Patient Chart left navigation, with the number of
New Orders/Results appearing in the Folder
Explorer for that patient. In fact, anytime you
have a patients information active in the Patient
Chart, if that patient has new results or orders,
that link will be active and contain the number of
new orders/results.
You can toggle between 24 and 48 hours views either from the New
Orders/Results complete list of patients or from an individual patients list.
There are also special search options available in either New Orders/Results
view, where choosing an option from the drop-down and typing a letter in the
text box will resort the list and bring you to the first record matching that criteria.
There are three types of Order statuses that will display: A New Order will
display the test name, status of the order (New), Priority, Order Placed date
and time, Collection Requested date and time, and the Ordering Physician. A
Collected Order (Procedure Completed for a Radiology order or Specimen
Collected for a Lab order) will also include the Collected date and time and
the Accession number of the order, for reference.
A Cancelled Order will also show the Cancelled date and time. A Cancelled
order will remain on the New Orders/Results list for 30 days, and then it will
be automatically removed.
All other Orders will remain on your New Orders/Results list until they are
resulted, at which time they are replaced with the Result, but will retain the
Order Placed date, Order Priority, Collection Requested and Collected dates,
as well as the Ordering Physician and Accession number from the Order.

24

Patient Search
If for some reason you do not find one of your patients on your My Patients
list, you can search for and add that patient or patients to your list manually.
Once added, patients will remain on your list until they are either discharged
or removed by you.
When you click the Search tab, you will be brought to a screen that is broken into two sections. The top section allows you to search by either
Medical Record Number (MRN), Social Security Number (SSN) or
Account#. Enter any of these values, then click either the Submit button or
the Enter key. If you entered either a MRN or SSN, then a record for each
of that patients visits will be returned, regardless of the patient status for
each visit. If you enter an Account#, then only one record should be
returned for that patients particular visit.

If you wish to search by any criteria other than one of the above numbers,
you can enter as much information as you like into the next section of the
Search criteria screen, then click Submit or Enter. Keep in mind, all criteria
that you enter must match a patient in order to return the patient record.
Other useful search criteria would include a search by hospital unit or by
Physician or Physician Group. A search by Physician or Group will return
patients who have any type of relationship to the physician(s), i.e.
Admitting, Attending, Referring, Consulting. Either click Submit or press the
Enter key to begin your search.
The Patient Status boxes (Inpatients, ER Patients, etc.) are used to narrow
the search. If you check the Inpatients checkbox, for instance, then all
Inpatient options are chosen, including Active, Preadmit and Discharged
patients. If you want to find just an Active Inpatient, then just check the
Active box under the Inpatients heading. You can choose to look for a
patient with any status by clicking the Select All button. The Clear All button will just erase all of the check boxes.
If any patients match the criteria you chose, a list of patients will appear,
indicating the number of visits found. You can view information about any
patient that appears on this list by simply clicking that patient on the list
with your mouse. That patients information will now populate the Patient
Chart Folder Explorer, which you can use to view demographic and clinical
information.

25

If you decide you would like to add one or more patients from these search
results to your My Patients list , you can check the box next to each patient's
name and click the Add to My List button. A window will pop up asking
whether you want to add the patient(s) to your list. Clicking OK will add the
patient, but leave you on the Search screen. Simply click the My Patients
tab to return to your patient list or enter new search criteria. Clicking the
Reset button will clear out any criteria you previously entered.

If you wish to add one or more patients to a new or existing Watch List,
click the checkbox next to each patients name, then click the Add to Watch
List button. Follow the steps in the Watch List section to add the patient to a
specific list or create a new Watch List.
If you are an Office Staff user type, you will be limited to searching for
patients of those physicians to whom you are associated, including those that
the physician has added to their own list. If you need to add a patient to
every one of your physicians lists, then choose the Any Physician from the
drop-down and click the Add to My List button. If you need to add the
patient to only one of your doctors lists, then choose that doctor from the
drop-down and click the Add to My List button. You will now see that
patient on your My Patients screen as well and the doctor will also see that
patient on their own My Patients screen.

26

Preferences - Patient Views


You can personalize your My Patients, New Orders/Results, E-Sign and
Watch Lists views via the Preferences sections. Your options will vary based
on your user type. Click on Preferences in the upper right of your screen
will open the Preferences in a new window:

Preferences - Patients to Display - Physicians


The Patients to Display section allows the Physician user to include or
exclude patients on their My Patients list depending upon the doctors and
their Groups relationship to the patient as well as the status of the patients.

The first section of this screen, Patient to Doctor Relationship, refers to the
doctors (including the other doctors in their Group, if they choose to include
those patients under the Groups Patients section). To include patients where
the doctor has one of the relationships of: Admitting, Attending, Consulting
or Referring, then click the check box next to each desired option.
The second section, Groups Patients, is the place where, if you are a
member of a Physician Group, you can either include or exclude the patients
of other members of your Group. To include the entire group, just click the
check box next to the name of the Group, otherwise, click the box again to
remove the check box.
Instead of including patients of every member of your Group, you also have
the option to include or exclude particular members of your Group. With the
box checked for the Group, the link Show/Exclude physicians should
appear. Click that link to reveal all current physicians, PAs and NPs associated to your Group.

27

If you find that certain members listed are no longer with your Group, please
contact the Call Center at: 845.483.6789 to have them removed. Otherwise,
you can select only certain members of your Group to have their patients
appear on your My Patients list.

Just click either the Include or Exclude option next to each members name.
Once you have made changes, you can hide this list by clicking on the
Hide/Exclude physicians link.
The final section on this screen, Patient Status, allows the user to include
or exclude patients of a certain status. Leaving the option Do not display
in a particular drop down will exclude that status of patients from your My
Patients list.
To include active Inpatients, leave the default of Display until discharged
in the Inpatients Active row. To include active Outpatients and/or ER
patients, choose the Registered up to 1 day ago option in the appropriate
row under the Active column.
Pre-Registered or Pre-Admitted Inpatients or Outpatients can be included by
choosing the appropriate preadmitted up to x days ago option under the
PreReg/PreAdmit column.

28

To include Discharged Inpatients, under the Discharged column, chose the


desired discharged up to x days ago option. Since Outpatients and ER
patients are by definition active only if they were registered within the past
24 hours, to include discharged patients of this type on your list, choose the
desired registered up to x days ago option in the appropriate row of the
Active column.
Once you have made all changes to this screen, click the Submit button to
affect the changes. You will see the Loading Patient Data message on the
My Patients screen, and then your My Patients list should now be updated.

Preferences - Patients to Display - Nurse


When a Nurse user is first created, they are associated to one or more hospital units in their hospital. The patients that display on a nurses My Patients
list are all active Inpatients from that unit(s). The Patients to Display section
allows the Nurse user to include or exclude patients from different hospital
units, which is particularly useful if the nurse changes units or floats between
units.
To change which units patients appear on the nurses My Patients list,
choose the Patients to Display option in the Preferences window:

Simply choose the appropriate unit from the drop-down, then click the Add
to Selection button. You will now see this new unit appear in the lower half
of this screen under Current Selections. If you wish to remove a unit, in
the Current Selections section, click the check box next to the unit you
wish to remove, then click the Delete Selected button. The Select All and
Deselect All buttons in this section will either check or uncheck all units in
the Current Selections section.
Once you either Add or Delete a unit, you will see your My Patients list
updating and will display the active patients from the units you selected.

29

Preferences - Sort Options


All user types will have a Sort Options section of Preferences. This section
allows you to sort your individual My Patients, New Orders/Results, and ESign (where available) screens.

First, choose the list you wish to sort from the Sort Options List dropdown. Then choose the fields you would like to sort by, starting with the
Sort by drop-down. You can further sort the list by choosing fields in the
then by drop-downs. Each of these fields can be sorted either in ascending
(A-Z) or descending (Z-A) order.
If you would like to create a rounds list, you would choose the Sort by
option to be Unit, and the then by option as Room/Bed. If you have access
to more than one hospital, you may want to make your first Sort by be
Facility, so that all patients from one hospital will be together.
Once you make a change to the Sort options for one list, click the Submit
button. You will see a Loading message for the appropriate list display one
the main Portal screen. If you want to change the Sort options for another
list, go back into the Sort Options screen and choose another list from the
Sort Options List drop-down.

30

Preferences - Watch Lists


In addition to creating and updating Watch Lists within the main Portal
application (see the Watch Lists section), you can perform some additional
functions to these Watch Lists via the Preferences section.

When you create a Watch List or inherit a shared Watch List, that name will
appear in the Name field. By default, the Tab Order will contain the number
255. Any Watch Lists with the same number in the Tab Order field will have
their tabs display in the Portal in alphabetical order. You can alter that order
by changing the number contained in the Tab Order fields of each Watch
List. Lower numbers will appear before higher numbers.
You also have the option to have your Watch Lists appear in a drop-down
within one single Watch Lists tab, instead of as their own separate tabs. To
do this, just blank out the Tab Order field next to each appropriate list.
You can alter the name of any Watch List simply by changing the name in
the Name field. Likewise, you can alter the sort order of any list by changing
the Sort Options associated to that Watch List.
Lastly, if you remove a Shared Watch List that you did not create, you have
the ability to restore that list to your Portal view by clicking the check box
next to the appropriate Watch List name in the Select one or more check
boxes below to restore watch lists section:

31

Preferences: My Links
If you enter the My Links tab from Preferences, you can add as many outside web sites as you wish.
Simply enter the URL of your favorite site. Keep in mind, you must enter the
URL in the proper format, for example: http://www.yahoo.com. In the
Name field, enter a name that you want to give the site - this is what will
appear in your My Links section Medical Community section of the Portal.

If you want to remove a site from your My Links view, click the box next to
the link listed in the Current Links section of this preference view and
click the Delete Selected button.

Preferences: My Profile
You have the ability in this section to change your Default View, which
defines which view will open at login. The default is My Patients, but you
can change this to be either New Orders/Results, the Search screen, or any
Watch List available to you that either has its own separate tab or the main
Watch Lists tab.
To make a change, simply click on the drop-down arrow and choose which
tab you want as your default home tab.
NOTE: In order to see the effect of this change, you will need to log off of
PatientPoint and then back on.

32

You can also alter your default Lab Trend view from the Last 5 Calendar
Days to the last 5 Days with Results.
You have the ability to change your own personal User information, including your name, prefix, suffix, various phone numbers and e-mail address. In
addition,your Physician Group will display as well.
When you are done making changes on this screen, click the Submit button.

Preferences: Change Password


The Portal will automatically prompt you to change your password the first
time you log on with your default password and thereafter every 90 days.
However, if you feel that your password was breached or would just like to
change the password on your own, you can do so via the Change Password
tab in My Preferences.
You will be asked to enter a new password - which must be at least 6 characters long, it is case-sensitive, and it cannot be the same as your last password. Click the Submit button to save the change.

33

Electronic Signature
For those Vassar Physician-type users who have signed up for Electronic
Signature within the Portal, an option will be available, E-Sign, which will
display a list of all Medical Record Reports that were dictated by this user
that have not been signed.

Click on the line containing the Report Type name (i.e. Discharge Summary,
Consult Report, etc.) you wish to sign. The document will open in a text box,
which allows the user to modify the report as needed. The option to reset
the report back to the original is also available, as well as the option to print
the report. Once all modifications have been made, clicking on the E-Sign
button at the bottom left of the view will prompt a dialog box to confirm that
the user wishes to electronically sign the document, since this action cannot
be reversed.

34

If the user finds a document on their E-Sign list that they do not believe they
should be signing, they have the option to remove one or more documents
from their open Unsigned list. This can be done in two different ways:
First, from the Unsigned list (the Unsigned radio button will be checked,
indicating you are viewing the unsigned list), put a check next to each document you wish to remove, then click the Remove from Esign List button in
the top of the view. Each document will be removed from your Unsigned
list and now appear only on the Removed list.
Alternately, if you have opened a document from your Unsigned list and
then realize you should not be signing that document, simply click the
Remove from Esign List button at the bottom of the document. It will be
immediately moved to your Removed list.

To view the Removed documents list, click the Radio button for Removed,
then click the Go button. Your list will now revert to any documents you
removed from your E-sign list. You can toggle back and forth between these
two lists by clicking the appropriate lists Radio button, then click the Go
button.
If you decide that you would like to be able to sign a report that you find on
your Removed list, there are two ways you can return the report to your
Unsigned list:
First, put a check next to each report to be returned to your Unsigned list,
then click the Restore to E-Sign List button at the top of the view. You can
restore a document you are viewing from the Removed list by clicking on
the Restore to E-Sign list button at the bottom of the document.

Whether you are viewing a document from the Unsigned or Removed ESign lists, you can return to your respective E-Sign list from the open document by clicking on the Back to E-Sign List button at the bottom of the
view.
Lastly, you can easily find a patients record by entering either a Patient
Name or MRN in the fields at the top of the list then click Go or hit the
Enter key. That patients report will appear. The Clear button will clear anything you entered in either of these two boxes.

35

Medical Community
The Medical Community link in the upper right corner of the Portal screen
provides various information to all Portal Users.

Calendar
The Calendar provides a calendar of events for each hospital. When you
click on the Calendar from the Medical Community drop-down, the current
months calendar for your primary facility will appear in a new window.
Each date that contains an event will have the event name appear as a link.

Clicking that link will open


another window with the event
details.
From the main calendar window,
you can navigate to another
facility by clicking the Select
Facility drop-down. You can
scroll through the months by
clicking the Previous and Next
buttons.

36

What's New
Any informative postings for the various facilities can be posted in this section under the Medical Community drop-down.

The most recent posting will appear first, then any additional available postings will be listed on the right side of the screen as links. Just click the link
to view.

Reference Library
Various types of documents could be posted in this section of the Medical
Community drop-down.

These documents are categorized, so click the category link across the top
first, then click on a document name to open the document in a new window
in its own format (ex. Word, Adobe PDF, etc.).

37

My Links
The links that were set up in the My Links Preferences section will appear in
the My Links portion of the Medical Community drop-down. Just click the
link name and a new window will open, launching the website indicated.

If you wish to enter a new link, you can simply click the Add a New Link
option at the bottom of this screen. You will be brought to the My Links
portion of your Preferences screen.

Physician Search
You have the ability to search for contact information for doctors associated
to various facilities. Click the Physician Search link from the Medical
Community drop-down.
You will be asked to enter a full or partial last and/or first name. All matching physician entries will appear with their Business Phone, Fax Number and
e-mail address, if available.

38

Library Gateway
The Library Gateway for each facility, that is also available via HQNet, is
also available under the Library Gateway drop-down, found in the upper right
corner of the Portal screen.
Click on the appropriate facility Gateway (NDH, PHC or VBMC) to gain
access. If you are logged on to the Portal at that facility, you should be able
to access the Gateway without issue. If you are not on hospital grounds
while you are accessing the Portal, you may have to obtain a specific login
and password from the appropriate person in each facility.

Feedback
In order to continually improve the Physicians Portal, we have provided you
with an easy means of communicating your comments and suggestions. To
the right of the Preferences link is a link titled: Feedback.

The Feedback form will open, providing you the opportunity to enter your
name, contact information, and comments. Click the Send button when you
are done and an e-mail will be sent to HealthServe with your feedback.

39