Manage New Patient Registration Notification - Patient

Use this workflow to send a notification to the patient or proxy while adding or editing a patient. This workflow is intended for new patients and may vary depending on whether your domain is integrated with Oracle Health Patient Portal and if the patient has an account.

Select Send Self-Registration Link in Oracle Health Patient Administration at the time of adding or editing a patient. A patient registration notification is sent. If the patient has a proxy, the link can be sent to the proxy.

Note:

The unique link in the notification expires seven days after it is sent. The system sends a new notification at this time if registration has not been completed.

The patient or proxy can select the unique link in the notification. See the appropriate section below.

Oracle Health Patient Portal Not Integrated

If Oracle Health Patient Portal is not integrated, the patient completes the following steps:

  1. To complete self check-in, select the link provided in the notification. The patient is prompted to verify their identity by entering their first and last name, and date of birth, then selecting Get Started.
  2. Update Profile is displayed. Select Start to review personal information.
  3. The patient reviews their personal information. If identification has previously been captured, the identification type is displayed.
    • If identification needs to be replaced, the patient can select the ellipsis next to identification and select Replace. They then follow the prompts to take a picture or upload the document and select Next. Updated documents are displayed. Key data elements are recognized using OCR to eliminate manual entry (for example, address).
    • If identification does not need to be replaced, select Continue.
  4. If identification has not previously been captured:
    • If the patient would like to add identification, the identification type can be selected (Driver's License, State-issued Identification Card, Passport). Prompts can be followed to take a picture of or upload the document and select Next. A screen is displayed with updated documents. Key data elements are recognized using OCR to eliminate manual entry (for example, address). Select Continue.
    • If the patient does not want to add identification, select Enter Information Manually.
  5. Review Your Personal Information is displayed. The patient reviews and updates their information, and selects Continue. Review Relationships is displayed.

    Note:

    If the data element was captured from the identification, the scanned value is displayed next to the field. The user can select Use value from scanned identification. If this is selected, the value is updated.
  6. The patient can add an emergency contact by selecting Add Emergency Contact, completing all required values, and selecting Save.

    Note:

    To update or delete an emergency contact, select the ellipsis button next to the contact and select Edit or Delete as appropriate.
  7. Select Continue. Review Insurance is displayed.
  8. To add insurance, select Add Insurance.

    Note:

    To edit or delete insurance, select the ellipsis button next to the insurance and select Edit or Delete as appropriate.
  9. Select Take or Upload Photo or Enter Insurance Manually.
    • If you select Take or Upload Photo, Front of Insurance Card is displayed. Follow the prompts to take a picture or upload the card and select Next. Then, complete or update required values as needed, including policy holder, and select Add.
    • If you select Add Insurance Manually, Add Insurance is displayed. Complete or update required values as needed, including policy holder, and select Add.
  10. Select Continue. Financial Responsibility is displayed.
  11. To add a guarantor, select Add Guarantor. Complete all required values and select Add Guarantor.

    Note:

    To edit a guarantor, select the ellipsis button next to the guarantor and select Edit. Update values as needed and select Save.
  12. Select Finish.

Oracle Health Patient Portal Integrated - Patient Enrolled

If Oracle Health Patient Portal is integrated and the patient is enrolled, the patient must complete the following steps:

  1. To view registration details, the patient selects the link provided in the notification and is prompted to sign into the Oracle Health Patient Portal. They enter their Oracle Health Patient Portal username and password, and then select Sign-In.
  2. The patient is then logged into the Oracle Health Patient Portal, where appointment information is displayed. The patient reviews and updates information as needed and closes their browser when finished.

Oracle Health Patient Portal Integrated - Patient Not Enrolled

If Oracle Health Patient Portal is integrated and the patient is not enrolled, the patient must complete the following steps:

  1. To view registration details, the patient selects the link provided in the notification and is prompted to sign into the Oracle Health Patient Portal. They enter their first name, last name, and date of birth, and then select Get Started.
  2. On the self-registration screen, the patient can create a portal account or review and update information as needed. The patient can close their browser when finished.