Manage Preregistration Notification - Patient

With this workflow, preregistration notifications are automatically sent to the patient or proxy approximately three days before their appointment, if notification functionality is enabled.

If the appointment is scheduled fewer than three days in the future, but greater than one day in the future, the patient receives the notification when the appointment is scheduled. If the appointment is scheduled less than one day in the future, a notification is not sent. The workflow may vary depending on whether your domain is integrated with Oracle Health Patient Portal and if the patient has an Oracle Health Patient Portal account.

Note:

If the patient is younger than the self-determination age and is not emancipated, their proxy receives the email or text.

• If the patient or proxy has only provided an email address, and no phone number, they receive an email notification.
• If the patient or proxy has only provided a phone number, and no email address, if Permission to Send SMS is not selected, a notification will not be sent.
• If the patient or proxy has only provided a phone number, and no email address, if Permission to Send SMS is selected, they receive a text notification.
• If the patient or proxy has provided both an email address and phone number, if the primary contact method is email, they receive an email notification.
• If the patient or proxy has provided both an email address and phone number, the primary contact method is a phone number, and Permission to Send SMS is not selected, they receive an email notification.
• If the patient or proxy has provided both an email address and phone number, the Primary Contact Method is a phone number, and Permission to Send SMS is selected, they receive a text notification.

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.
13. The patient can add or edit a primary care provider.
    • If a primary care provider has previously been captured, Review Your Primary Care Provider is displayed.
      • If no updates are needed, select Continue.
      • To delete a primary care provider, select the ellipsis button next to the primary care provider and select Delete.
    • If a primary care provider has not previously been captured or has been removed, Add Your Primary Care Provider is displayed.
      • To add a primary care provider, select Add Provider. Search for the provider and select Add, and then select Continue.
      • If the patient does not have a primary care provider, select I Don't Have One.
      • If the patient wants to complete later, select Complete Later.
14. If the patient wants to sign any consent forms, they can select Patient Forms, and then review and sign the applicable forms.

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 preregistration, 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 selects I'm Ready 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 complete preregistration, 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 preregistration screen, the patient can create a portal account or review and update information as needed, and then select I'm Ready.