Document Management

Patient Portal now supports new document management features.

• Patient Portal users can scan demographic information from their U.S.-issued state or government ID (driver's license).
• Patient Portal users can scan up to three insurance cards to add to their profile or as part of their registration or check-in process for an appointment.
• Patient Portal supports links to forms assigned to them to complete before an appointment.
• Patient Portal users can upload a profile image.

Solution Change	Description and UI Impact	Reference Materials	Validation Guidelines	Implementation and Maintenance Impact
Forms (HLG2-1405)	Patient Portal provides users with a link to forms that have been assigned to them that require their completion or electronic signature. UI Impact (Workflow - Automatic): As part of the registration and check-in processes, users are provided links they can use to complete any forms assigned to them.	See Registering and Checking in for an Appointment in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that users can access forms as the final step in the enrollment and check-in process.	No implementation or maintenance impact.
Barcode Reading and Optical Character Recognition (OCR) Services for Identification Documents (HLG2-1406)	Patient Portal provides bar code reading for identification of documents uploaded by the patient or their authorized representative for U.S.-issued state or government IDs. Absent a bar code, the system performs optical character recognition. This information is used to update demographic information. UI Impact (Workflow - Automatic): Users can scan their ID as part of their profile or when registering or checking in. See the Reference Materials for more information.	See the following reference materials for more information: Managing Accounts and Profiles topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients Registering and Checking in for an Appointment in the Oracle Health Patient Portal Cloud Service User Guide for Patients	Verify that you can scan an ID, such as a driver's license, when updating your profile or registering for an appointment. See the Reference Materials for more information.	No implementation or maintenance impact.
Barcode Reading and Optical Character Recognition (OCR) Services for Insurance Cards (HLG2-1407)	Patient Portal provides barcode reading for up to three insurance cards uploaded by the patient or their authorized representative. Absent a barcode, the system performs optical character recognition. This information is used to update the patient's insurance information. UI Impact (Workflow - Automatic): Users can scan up to three insurance cards as part of their profile or when registering or checking in. See the Reference Materials for more information.	See the following reference materials for more information: Managing Accounts and Profiles topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients Registering and Checking in for an Appointment in the Oracle Health Patient Portal Cloud Service User Guide for Patients	Verify that you can scan an insurance card, such as that provided by an insurer such as United Healthcare or Blue Cross Blue Shield, when updating your profile or registering for an appointment. See the Reference Materials for more information.	No implementation or maintenance impact.
Profile Photos (HLG2-1408)	The system allows patients and their authorized representatives to upload a profile photo for visual identification purposes. UI Impact (Workflow - Automatic): Users can update their profile photo from the Profile (Switch User) menu. See the Reference Materials for more information.	See the Managing Accounts and Profiles topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that you can upload a profile photo. See the Reference Materials for more information.	No implementation or maintenance impact.