Oracle Health Patient Portal Administrative Console 1.24.2.0.0 (October 23, 2024)

The solution changes below are available in the Administrative Console with this release.

Solution Change Details

Solution Change	Component, Description, and UI Impact	Reference Materials	Validation Guidelines	Implementation and Maintenance Impact
Access Log Policy Text (HLG2-4852)	Component: Access Logs You can apply an access log policy that was created in the Policy Editor. UI Impact: Workflow (automatic) Administrators now can select an access log policy that is displayed to patient portal users outlining what information is presented on the Access Logs page.	See the Policies section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can use the Policy Editor to create an access log policy and that you can apply the policy to applicable workflows.	Implementation Impact: Low Create the Access Log policy and then select the policy from the policy page. No maintenance impact.
View Active Partner Modules (HLG2-9896)	Component: Administrative Console You can view an Active Partner card from the Oracle Health Patient Portal Administrative Console. UI Impact: Visual only	See the Partner Integrations section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that the third-party application card is displayed in the Administrative console.	No implementation or maintenance impact.
Support Module (HLG2-9165)	Component: Administrative Console You can view a Support Module from the Oracle Health Patient Portal Administrative Console. UI Impact: Visual only	See the Support section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that the Support card is displayed in the Administrative console.	No implementation or maintenance impact.
User Management (HLG2-1417)	Component: Support The Support module now is available from the Administrative Console. UI Impact: Workflow (automatic) Administrators now can edit user information, lock or unlock a user account, and merge patient portal accounts.	See the Support section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can access the User Management module from the Oracle Health Patient Portal Administrative Console.	No implementation or maintenance impact.
Payment Policy (HLG2-5157)	Component: Financial You can apply a payment policy created in the Policy Editor. UI Impact: Workflow (automatic) Administrators now can select the payment policy to apply to a site. This policy is displayed to patient portal users when they access payment workflows.	See the Financial section of the Oracle Health Patient Portal Cloud Service Administrative Console User Guide for more information.	Verify that you can select a financial payment policy.	Implementation impact: Low Select the payment policy you want to apply to your organization. No maintenance impact.
Adjust Provider Name Format (HLG2-10538)	Component: Foundation You can change how a provider's name is displayed. This formatting is applied wherever the provider name is displayed. UI Impact: Workflow (automatic) Administrators now can change the order in which provider names, prefixes, and credentials are displayed in the patient portal.	See the Foundation section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can change the display format that a provider's name is displayed in.	Implementation impact: Low Adjust the name format to match your organization's preferences. No maintenance impact.
Dashboard: Site Alert Banner (HLG2-1565)	Component: Foundation You can create a banner that is displayed when a customer logs in to the patient portal. UI Impact: Workflow (automatic) Administrators now can create a banner title and content, set the start and stop date and time, select the severity, and preview an alert message displayed to users when they log in to the patient portal.	See the Foundation section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that the site alert message is displayed on the home landing page.	Implementation impact: Low Set the site alert banner as needed. No maintenance impact.
Passwordless Authentication (HLG2-3294)	Component: Foundation You can set whether to allow authentication to the Patient Portal without entering a password every time a patient logs in. Passwordless authentication is enabledby default. UI Impact: Workflow (automatic) Administrators now can set whether Oracle Health Patient Portal Cloud Service users need to enter a password every time they log in.	See the Foundation section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can access the passwordless authentication setting.	Implementation impact: Low Update the passwordless authentication setting to match your organization's preferences. No maintenance impact.
Audit Scheduling Workflows (HLG2-5022)	Component: Reporting and Analytics Patient Portal scheduling event metrics are captured and displayed in the Reporting and Analytics module of the Administrative Console. UI Impact: Workflow (automatic) Administrators now can view information about the new appointment, add appointment, download calendar invite, abandon workflows, the appointments dashboard, appointment details, upcoming appointments, past appointments, favorites list, limited authorization, and proxy access.	See the Reporting Dashboard section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can view scheduling events in the Reporting and Analytics module of the Administrative console.	No implementation or maintenance impact.
Policy Editor (HLG2-4345)	Component: Policies You can use the Policy Editor to create a policy title and body for each policy and for each supported language. UI Impact: Workflow (automatic) Administrators now can use the Policy Editor to create policies for different Patient Portal areas. They can create a title, content, and select whether the policy is active or inactive.	See the Policies section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can enter a policy title, and content, and set the policy to active or inactive.	Implementation impact: Medium Create policies based on the areas included in your instance of Oracle Health Patient Portal. Maintenance impact: Low Review and update policy information as needed.
Link to User Guide (HLG2-3572)	Component: Foundation The Administrative console links out to user guides. UI Impact: Visual only	See the Foundation section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can access the user guide from the console.	No implementation or maintenance impact.
Right-to-Left Translation (HLG2-4596)	Component: Foundation The Patient Portal Administrative Console can be viewed in languages that read from right to left, such as Arabic. UI Impact: Visual only	See the Foundation section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can select a language with a right-to-left reading direction.	No implementation or maintenance impact.
Additional Language Support (HLG2-4351)	Component: Foundation The patient portal can be displayed in additional languages. UI Impact: Workflow (automatic) Administrators now can select the default language in which the Patient Portal UI is displayed.	See the Configure Default and Additional Languages section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can switch the display language from English (US) to another available language.	Implementation impact: Low Select the default language for the Patient Portal. No maintenance impact.
Code Set Translations (HLG2-10856)	Component: Code Sets You can add translated code set descriptions to code set elements. UI Impact: Workflow (automatic) Administrators now can translate code set descriptions from English (US) to other languages.	See the Code Sets section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can select other available languages and translate the code set verbiage.	Implementation Impact: High For each available language, review code set and code value text and translate it. Maintenance Impact: Medium As additional languages or code sets are added, review and update the translated text as appropriate.
Date Auto Formatting (HLG2-9712)	Component: Foundation When you enter dates, the slashes are added automatically so you only have to enter numbers based on the numeric format selected. UI Impact: Visual only	See the Foundation section of the Oracle Health Patient Portal Cloud Service Administrative Console User Guide for more information.	Verify that you can select alternative date formatting and that it is displayed in the Patient Portal.	Implementation Impact: Low Select the date formatting preference based on your organization's preference. Maintenance Impact: None
Add Users to Admin Console (HLG2-4594)	Component: User Management You can add additional users to the Administrative console. UI Impact: Workflow (automatic) Super administrators now can provide access to additional users to the Patient Portal Administrative Console so that they can perform administrative activities.	See the User Management section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can add support roles for people who can assist with account issues, access audit logs, and questionnaires.	No implementation impact. Maintenance impact: Low Add the appropriate level of access to the appropriate users.
Sensitive Document Delay (HLG2-3573)	Component: Health Record You can configure the length of time after sensitive documents are posted to the EHR that they are released to users in the Patient Portal. This setting is set to 0 by default. UI Impact: Workflow (automatic) Administrators now can set the length of time to hold back documents from being displayed in the Patient Portal.	See the Health Record section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can configure the length of time in hours after which sensitive documents are held before they are made visible to consumers.	Implementation impact: Low Set the Sensitive Document Delay to align with your organization's preference. No maintenance impact.
Medication Renewal (HLG2-4068)	Component: Health Record You can turn off the medication renewal feature in the Patient Portal. This setting is set to Enabled by default. UI Impact: Workflow (automatic) Administrators now can turn medication renewals off if the organization does not offer medication renewals through the Patient Portal.	See the Health Record section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can enable or disable the Medication Renewal feature.	Implementation impact: Low Determine whether to turn medication renewal off and disable it if needed. No maintenance impact.
Medication Refill (HLG2-4125)	Component: Health Record You can turn off the medication refill feature in the Patient Portal. This setting is set to Enabled by default. UI Impact: Workflow (automatic) Administrators now can turn medication refills off if the organization does not offer medication renewals through the Patient Portal.	See the Medication section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can enable or disable the Medication Refill feature.	Implementation impact: Low Determine whether to turn medication refill off and disable it if needed. No maintenance impact.
Maximum Age of Documents in Portal (HLG2-9016)	Component: Health Record During the migration process, you can configure the system to retrieve documents that are within a certain age range in the Patient Portal. There is no age limit by default. UI Impact: Workflow (automatic) Administrators now can set the length of time after which documents created in previous systems no longer are displayed.	See the Health Record section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can adjust the length of time to keep documents displayed in the Patient Portal.	Implementation impact: Low Set the Maximum Age of Documents setting to match your site's preference. No maintenance impact.
Sensitive Results and Vitals Data Delay (HLG2-3310)	Component: Health Record You can configure the length of time after sensitive results and vitals signs are posted to the EHR that they are released to users in the Patient Portal. This setting is set to Enabled by default. UI Impact: Workflow (automatic) Administrators now can configure the length of time after sensitive results are posted to the EHR to when they are posted in the Patient Portal.	See the Health Record section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can access and edit the sensitive Results and Vital Signs data delay.	Implementation impact: Low Set the Sensitive Results and Vital Signs data delay to your organization's preference. No maintenance impact.
Display Vital Signs (HLG2-4126)	Component: Health Record You can configure whether to display results and vital signs in the Patient Portal. This setting is set to Enabled by default. UI Impact: Workflow (automatic) Administrators now can select whether to display results and vital signs to Patient Portal users.	See the Health Record section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can change the default setting for Display Results and Vitals from Enabled to Disabled.	Implementation impact: Low Set the Display Vital Signs setting to your organization's preference. No maintenance impact.
Display Documents (HLG2-3565)	Component: Health Record You can select whether to make all documents available or unavailable in the Patient Portal. This setting is set to Enabled by default. UI Impact: Workflow (automatic) Administrators now can select whether documents are available to Patient Portal users.	See the Health Record section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can turn the document display setting from Enabled to Disabled.	Implementation impact: Low Set the Display Documents toggle to align with your organization's preference. No maintenance impact.
Medication Refills (HLG2-1311)	Component: Medications You can enable or disable medication refill capabilities. When enabled, Patient Portal users can access the medication refill workflow. UI Impact: Workflow (automatic) Administrators now can enable or disable medication refill capabilities through the administrative console.	See the Medication section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can enable or disable medication refill workflows.	Implementation Impact: Low Enable or disable medication refill functionality based on your organization's preference. No maintenance impact.
Medication Renewal (HLG2-1310)	Component: Medications You can enable or disable medication renewal capabilities. When enabled, Patient Portal users can access the medication renewal workflow. UI Impact: Workflow (automatic) Administrators now can enable or disable medication renewal capabilities through the administrative console.	See the Medication section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can enable or disable medication renewal workflows.	Implementation Impact: Low Enable or disable medication renewal functionality based on your organization's preference. No maintenance impact.
Additional Message Types (HLG2-5159)	Component: Messaging You can configure additional message types for medication refill and medication renewal. These items are available for consumers to select. UI Impact: Workflow (automatic) Administrators now can select Medication Refill and Medication Renewal from the Message Types list.	See the Messaging section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can add or remove medication message types.	Implementation impact: Low Select whether you want the medication refill and medication renewal options to be available for patients and their proxies to select. No maintenance impact.
Additional Message Subjects (HLG2-5337)	Component: Messaging You can define message subjects and map them to a message type. UI Impact: Workflow (automatic) Administrators now can create, edit, and remove message subjects and associate them with a specific message type.	See the Messaging section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can add or remove message subjects and associate them with message types.	Implementation impact: Low Create additional message subjects and map them to the applicable message type. No maintenance impact.
Third-Party Notification Configuration (HLG2-10498)	Component: Third-Party Integrations You can view available third-party providers and select whether to use a third-party notification provider. This setting is set to Off by default. UI Impact: Workflow (automatic) Administrators now can view a list of third-party notification providers available through Oracle Partner Network and select whether to use one.	See the Third-Party Integrations section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can turn the partner intake feature on and off.	Implementation impact: Low Select whether to use a partner notification provider. No maintenance impact.
Preregistration Time Frame (HLG2-3085)	Component: Registration You can set the default registration window for patients scheduling appointments through the Patient Portal. This setting is set to 3 days by default. UI Impact: Workflow (automatic) Administrators now can adjust the preregistration timeframe.	See the Registration section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can set the preregistration time frame to match your organization's preference.	Implementation impact: Low Set the preregistration time frame setting to match your organization's preference. No maintenance impact.
Arrival Window (HLG2-3086)	Component: Registration You can set the default length of time in minutes that patients can check in to their appointment. By default, the arrival window is 30 minutes before the scheduled appointment start time to 15 minutes after the appointment start. UI Impact: Workflow (automatic) Administrators now can adjust the arrival window.	See the Registration section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can set the arrival window to match your organization's preference.	Implementation impact: Low Set the arrival window setting to match your organization's preference. No maintenance impact.
Third-Party Registration Workflow (HLG2-6344)	Component: Registration You can view and select third-party registration providers that are available through the Oracle Partner Network (OPN) if your site does not want to use the Oracle registration workflow. This setting is set to Oracle by default. UI Impact: Workflow (automatic) Administrators now can view which third-party registration components are available through the OPN and select the one the organization uses.	See the Registration section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can view and select a partner provider for the registration workflow.	Implementation impact: Low If your organization does not want to use the Oracle registration workflow, select the partner registration provider you want to use. No maintenance impact.
Additional Registration Switches (HLG2-4266)	Component: Registration You can turn health history questionnaires, co-pay collection, preferred pharmacy, and MSPQ on and off. These components are set to Enabled by default. UI Impact: Workflow (automatic) Administrators now can turn sections of the Patient Portal related to patient intake on or off.	See the Registration section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can select the sections you want in your Patient Portal.	Implementation impact: Select the sections you want to include. No maintenance impact.
Third-Party Intake Configuration (HLG2-6648)	Component: Registration You can view available third-party providers and select whether to use a third-party patient intake provider. This setting is set to Off by default. UI Impact: Workflow (automatic) Administrators now can view a list of third-party patient intake providers available through Oracle Partner Network and select whether to use one.	See the Registration section of Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can turn the third-party intake feature on and off.	Implementation impact: Low Select whether to use a third-party patient intake provider. No maintenance impact.
Third-Party Payment Processing (HLG2-6641)	Component: Financial You can select whether your site uses a third-party payment processing provider and if you do use a third-party provider, view a list and select which payment processing provider. This setting is set to Oracle by default. UI Impact: Workflow (automatic) Administrators now can view which third-party payment processing components are available select the one your organization uses.	See the Financial section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that the third-party application card is displayed in the Administrative console and that you can view payment processing partners.	Implementation impact: Low If your site uses a third-party payment processor, activate the third-party processor. No maintenance impact.
Policy Editor (HLG2-4963)	Component: Policies The Policies module is available from the Oracle Health Patient Portal Administrative console. UI Impact: Workflow (automatic) Administrators now can create, view, edit, activate, and inactivate policies that display text to Patient Portal users when they interact with different workflows.	See the Policies section of the Oracle Health Patient Portal Cloud Service Administrative Console User Guide for more information.	Verify that you can access the Policy Manager module from the Oracle Health Patient Portal Administrative Console.	No implementation or maintenance impact.
Lead Time to Reschedule an Appointment (HLG2-3445)	Component: Scheduling You can configure the maximum number of hours before an appointment during which a patient can reschedule an appointment. The lead time to reschedule an appointment is set to 48 hours by default. UI Impact: Workflow (automatic) Administrators now can configure the length of time before an appointment slot that a patient can reschedule an appointment.	See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can change the number of hours before an appointment date and time that a patient can reschedule an appointment.	Implementation impact: Low Set the number of hours before an appointment that a patient can reschedule their appointment. No maintenance impact.
Lead Time to Self-Schedule an Appointment (HLG2-3443)	Component: Scheduling You can configure the maximum number of hours before an appointment during which a patient can self-schedule an appointment. The lead time to self-schedule an appointment is set to 48 hours by default. UI Impact: Workflow (automatic) Administrators now can configure how long before an appointment that a patient can self-schedule an appointment.	See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can change the number of hours before an appointment date and time that a patient can self-schedule an appointment.	Implementation impact: Medium For each self-schedulable appointment type, configure the number of hours before an appointment during which a patient can self-schedule an appointment. No maintenance impact.
Lead Time to Cancel an Appointment (HLG2-3444)	Component: Scheduling You can configure the maximum number of hours before an appointment during which a patient can cancel a previously-booked appointment. The lead time to cancel an appointment is set to 48 hours by default. UI Impact: Workflow (automatic) Administrators now can configure how long before an appointment that a patient can cancel an appointment.	See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can change the number of hours before an appointment date and time that a patient can cancel an appointment.	Implementation impact: Low Set the number of hours before an appointment that a patient can cancel their appointment. No maintenance impact.
Self-Scheduling Policy (HLG2-6605)	Component: Scheduling You can apply a scheduling policy configured in the Policy Editor. UI Impact: Workflow (automatic) Administrators now can apply a scheduling policy that is displayed to patients and their proxies when they self-schedule an appointment.	See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can apply a scheduling policy to self-schedulable appointments.	Implementation impact: Low Set the scheduling policy based on your organization's guidelines. No maintenance impact.
Advance Scheduling (HLG2-4268)	Component: Scheduling You can set the maximum length of time, in months that a patient can schedule an appointment in advance. This setting is set to 7 months by default. UI Impact: Workflow (automatic) Administrators now can set the length of time for advanced scheduling.	See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can adjust the length of time in advance that you can set appointments.	Implementation impact: Low Set the length of time in advance you want patients and their proxies to be able to schedule appointments. No maintenance impact.
Self-Scheduling Limitation (HLG2-10536)	Component: Scheduling You can set up a limit to the number of future appointments patients or proxies can self-schedule in advance in a 24-hour period. This setting is set to 6 by default. UI Impact: Workflow (automatic) Administrators now can limit the number of appointments that a Patient Portal user can schedule in a given 24-hour period.	See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can limit the number of appointments that can be scheduled by one individual in a 24-hour period.	Implementation impact: Low Enter the number of self-schedule appointments your organization allows in a 24-hour period. No maintenance impact.
Turn Self-Scheduling Features On or Off (HLG2-10537)	Component: Scheduling You can enable or disable additional components of the self-scheduling appointments feature. All settings are set to 0 by default. UI Impact: Workflow (automatic) Administrators now can enable or disable scheduling, find care, return visit, appointment favorites, rescheduling, cancelation, rebooking, and the appointments dashboard. If a section is disabled, Patient Portal users do not see the section in their view of the portal.	See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can select the scheduling features for your organization's workflow.	Implementation impact: Low Enable the self-scheduling features your site uses. No maintenance impact.
Self-Schedulable Appointment Types (HLG2-3441)	Component: Scheduling You can create self-schedulable appointment types from the patient administration system. UI Impact: Workflow (automatic) Administrators now can define a list of appointment types that are self-schedulable by patient and medical specialty.	See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can select which types of appointments patients can self-schedule.	Implementation impact: Low Determine and select which appointment types you want your organization's patients to self schedule. No maintenance impact.
Self-Cancelation Limits (HLG2-10582)	Component: Scheduling You can set a limit to the number of future appointments that a Patient Portal user can cancel in a 24-hour period. This setting is set to 6 by default. UI Impact: Workflow (automatic) Administrators now can determine the number of future appointments a Patient Portal user can cancel.	See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can adjust the Self-cancellation limit setting.	Implementation Impact: Low Set the self-cancellation limit setting to your site's preference. No maintenance impact.
Self-Rescheduling Limits (HLG2-10581)	Component: Scheduling You can set a limit to the number of future appointments that a Patient Portal user can reschedule in a 24-hour period. This setting is set to 6 by default. UI Impact: Workflow (automatic) Administrators now can determine the number of future appointments a Patient Portal user can reschedule.	See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can adjust the Self-rescheduling limit setting.	Implementation Impact: Low Set the self-rescheduling limit setting to your site's preference. No maintenance impact.
Self-Service Cancel and Reschedule (HLG2-9947)	Component: Scheduling You can define which appointment types are self-cancelable and self-reschedulable. UI Impact: Workflow (automatic) Administrators now can select which Patient Portal types can be canceled or rescheduled through the portal.	See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can select whether an appointment type is cancelable or reschedulable.	Implementation impact: Low Select the appointment type and then select whether the appointment type can be reschedulable or canceled. No maintenance impact.
Enrollment Invitation URLs (HLG2-1602)	Component: Self Enrollment You can search, view, and manage Patient Portal invitation links to see whether they were sent, claimed, expired, or locked. UI Impact: Workflow (automatic) Administrators now can search to see whether an enrollment invitation has been sent to a patient and also see the status of the invitation.	See the Support section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can view the enrollment invitation URLs and statuses.	No implementation or maintenance impact.
Generate New Link From Support Tool (HLG2-9928)	Component: Support You can generate a new secure link for self-registration, limited authorization pre-registration, limited authorization check-in, limited authorization enrollment. UI Impact: Workflow (automatic) Support users now can generate a new link for the last workflow that was sent to a Patient Portal user.	See the Support section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can send new links for self-registration, limited authorization, pre-registration, limited authorization check-in, and limited authorization enrollment.	No implementation or maintenance impact.
Create Support User Role (HLG2-9927)	Component: Support You can assign roles with specific permissions to support staff. UI Impact: Workflow (automatic) Support administrators now can assign a support user role to a support user.	See the Support section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can assign a support user role to a user.	Implementation Impact: Low Provide access to designated support staff. Maintenance Impact: Low As new support staff are onboarded, provide them access to the support user role.
Support Portal Identity Verification (HLG2-11092)	Component: Support You can turn off identity verification so that users who call in do not need to verify their identity when creating a new portal account. UI Impact: Workflow (automatic) Administrators now can turn off identity verification so that Patient Portal users can still receive an account creation link.	See the Support section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can turn off identity verification from the Support module.	No implementation or maintenance impact.
Delay Test Results (HLG2-1616)	Component: Scheduling You can set the length of time in hours before test results that have been posted to the EHR are displayed in the Patient Portal. UI Impact: Workflow (automatic) Administrators now can select the delay between when test results are posted to the EHR and when Patient Portal users can view them.	See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.	Verify that you can enter how long the delay is between when results are posted to the EHR and displayed in the Patient Portal.	No implementation or maintenance impact.

Solution Change

Component, Description, and UI Impact

Reference Materials

Validation Guidelines

Implementation and Maintenance Impact

Access Log Policy Text

(HLG2-4852)

Component: Access Logs

You can apply an access log policy that was created in the Policy Editor.

UI Impact: Workflow (automatic)

Administrators now can select an access log policy that is displayed to patient portal users outlining what information is presented on the Access Logs page.

See the Policies section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can use the Policy Editor to create an access log policy and that you can apply the policy to applicable workflows.

Implementation Impact: Low

Create the Access Log policy and then select the policy from the policy page.

No maintenance impact.

View Active Partner Modules

(HLG2-9896)

Component: Administrative Console

You can view an Active Partner card from the Oracle Health Patient Portal Administrative Console.

UI Impact: Visual only

See the Partner Integrations section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that the third-party application card is displayed in the Administrative console.

No implementation or maintenance impact.

Support Module

(HLG2-9165)

Component: Administrative Console

You can view a Support Module from the Oracle Health Patient Portal Administrative Console.

UI Impact: Visual only

See the Support section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that the Support card is displayed in the Administrative console.

No implementation or maintenance impact.

User Management

(HLG2-1417)

Component: Support

The Support module now is available from the Administrative Console.

UI Impact: Workflow (automatic)

Administrators now can edit user information, lock or unlock a user account, and merge patient portal accounts.

See the Support section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can access the User Management module from the Oracle Health Patient Portal Administrative Console.

No implementation or maintenance impact.

Payment Policy

(HLG2-5157)

Component: Financial

You can apply a payment policy created in the Policy Editor.

UI Impact: Workflow (automatic)

Administrators now can select the payment policy to apply to a site. This policy is displayed to patient portal users when they access payment workflows.

See the Financial section of the Oracle Health Patient Portal Cloud Service Administrative Console User Guide for more information.

Verify that you can select a financial payment policy.

Implementation impact: Low

Select the payment policy you want to apply to your organization.

No maintenance impact.

Adjust Provider Name Format

(HLG2-10538)

Component: Foundation

You can change how a provider's name is displayed. This formatting is applied wherever the provider name is displayed.

UI Impact: Workflow (automatic)

Administrators now can change the order in which provider names, prefixes, and credentials are displayed in the patient portal.

See the Foundation section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can change the display format that a provider's name is displayed in.

Implementation impact: Low

Adjust the name format to match your organization's preferences.

No maintenance impact.

Dashboard: Site Alert Banner

(HLG2-1565)

Component: Foundation

You can create a banner that is displayed when a customer logs in to the patient portal.

UI Impact: Workflow (automatic)

Administrators now can create a banner title and content, set the start and stop date and time, select the severity, and preview an alert message displayed to users when they log in to the patient portal.

See the Foundation section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that the site alert message is displayed on the home landing page.

Implementation impact: Low

Set the site alert banner as needed.

No maintenance impact.

Passwordless Authentication

(HLG2-3294)

Component: Foundation

You can set whether to allow authentication to the Patient Portal without entering a password every time a patient logs in. Passwordless authentication is enabledby default.

UI Impact: Workflow (automatic)

Administrators now can set whether Oracle Health Patient Portal Cloud Service users need to enter a password every time they log in.

See the Foundation section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can access the passwordless authentication setting.

Implementation impact: Low

Update the passwordless authentication setting to match your organization's preferences.

No maintenance impact.

Audit Scheduling Workflows

(HLG2-5022)

Component: Reporting and Analytics

Patient Portal scheduling event metrics are captured and displayed in the Reporting and Analytics module of the Administrative Console.

UI Impact: Workflow (automatic)

Administrators now can view information about the new appointment, add appointment, download calendar invite, abandon workflows, the appointments dashboard, appointment details, upcoming appointments, past appointments, favorites list, limited authorization, and proxy access.

See the Reporting Dashboard section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can view scheduling events in the Reporting and Analytics module of the Administrative console.

No implementation or maintenance impact.

Policy Editor

(HLG2-4345)

Component: Policies

You can use the Policy Editor to create a policy title and body for each policy and for each supported language.

UI Impact: Workflow (automatic)

Administrators now can use the Policy Editor to create policies for different Patient Portal areas. They can create a title, content, and select whether the policy is active or inactive.

See the Policies section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can enter a policy title, and content, and set the policy to active or inactive.

Implementation impact: Medium

Create policies based on the areas included in your instance of Oracle Health Patient Portal.

Maintenance impact: Low

Review and update policy information as needed.

Link to User Guide

(HLG2-3572)

Component: Foundation

The Administrative console links out to user guides.

UI Impact: Visual only

See the Foundation section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can access the user guide from the console.

No implementation or maintenance impact.

Right-to-Left Translation

(HLG2-4596)

Component: Foundation

The Patient Portal Administrative Console can be viewed in languages that read from right to left, such as Arabic.

UI Impact: Visual only

See the Foundation section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can select a language with a right-to-left reading direction.

No implementation or maintenance impact.

Additional Language Support

(HLG2-4351)

Component: Foundation

The patient portal can be displayed in additional languages.

UI Impact: Workflow (automatic)

Administrators now can select the default language in which the Patient Portal UI is displayed.

See the Configure Default and Additional Languages section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can switch the display language from English (US) to another available language.

Implementation impact: Low

Select the default language for the Patient Portal.

No maintenance impact.

Code Set Translations

(HLG2-10856)

Component: Code Sets

You can add translated code set descriptions to code set elements.

UI Impact: Workflow (automatic)

Administrators now can translate code set descriptions from English (US) to other languages.

See the Code Sets section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can select other available languages and translate the code set verbiage.

Implementation Impact: High

For each available language, review code set and code value text and translate it.

Maintenance Impact: Medium

As additional languages or code sets are added, review and update the translated text as appropriate.

Date Auto Formatting

(HLG2-9712)

Component: Foundation

When you enter dates, the slashes are added automatically so you only have to enter numbers based on the numeric format selected.

UI Impact: Visual only

See the Foundation section of the Oracle Health Patient Portal Cloud Service Administrative Console User Guide for more information.

Verify that you can select alternative date formatting and that it is displayed in the Patient Portal.

Implementation Impact: Low

Select the date formatting preference based on your organization's preference.

Maintenance Impact: None

Add Users to Admin Console

(HLG2-4594)

Component: User Management

You can add additional users to the Administrative console.

UI Impact: Workflow (automatic)

Super administrators now can provide access to additional users to the Patient Portal Administrative Console so that they can perform administrative activities.

See the User Management section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can add support roles for people who can assist with account issues, access audit logs, and questionnaires.

No implementation impact.

Maintenance impact: Low

Add the appropriate level of access to the appropriate users.

Sensitive Document Delay

(HLG2-3573)

Component: Health Record

You can configure the length of time after sensitive documents are posted to the EHR that they are released to users in the Patient Portal. This setting is set to 0 by default.

UI Impact: Workflow (automatic)

Administrators now can set the length of time to hold back documents from being displayed in the Patient Portal.

See the Health Record section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can configure the length of time in hours after which sensitive documents are held before they are made visible to consumers.

Implementation impact: Low

Set the Sensitive Document Delay to align with your organization's preference.

No maintenance impact.

Medication Renewal

(HLG2-4068)

Component: Health Record

You can turn off the medication renewal feature in the Patient Portal. This setting is set to Enabled by default.

UI Impact: Workflow (automatic)

Administrators now can turn medication renewals off if the organization does not offer medication renewals through the Patient Portal.

See the Health Record section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can enable or disable the Medication Renewal feature.

Implementation impact: Low

Determine whether to turn medication renewal off and disable it if needed.

No maintenance impact.

Medication Refill

(HLG2-4125)

Component: Health Record

You can turn off the medication refill feature in the Patient Portal. This setting is set to Enabled by default.

UI Impact: Workflow (automatic)

Administrators now can turn medication refills off if the organization does not offer medication renewals through the Patient Portal.

See the Medication section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can enable or disable the Medication Refill feature.

Implementation impact: Low

Determine whether to turn medication refill off and disable it if needed.

No maintenance impact.

Maximum Age of Documents in Portal

(HLG2-9016)

Component: Health Record

During the migration process, you can configure the system to retrieve documents that are within a certain age range in the Patient Portal. There is no age limit by default.

UI Impact: Workflow (automatic)

Administrators now can set the length of time after which documents created in previous systems no longer are displayed.

See the Health Record section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can adjust the length of time to keep documents displayed in the Patient Portal.

Implementation impact: Low

Set the Maximum Age of Documents setting to match your site's preference.

No maintenance impact.

Sensitive Results and Vitals Data Delay

(HLG2-3310)

Component: Health Record

You can configure the length of time after sensitive results and vitals signs are posted to the EHR that they are released to users in the Patient Portal. This setting is set to Enabled by default.

UI Impact: Workflow (automatic)

Administrators now can configure the length of time after sensitive results are posted to the EHR to when they are posted in the Patient Portal.

See the Health Record section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can access and edit the sensitive Results and Vital Signs data delay.

Implementation impact: Low

Set the Sensitive Results and Vital Signs data delay to your organization's preference.

No maintenance impact.

Display Vital Signs

(HLG2-4126)

Component: Health Record

You can configure whether to display results and vital signs in the Patient Portal. This setting is set to Enabled by default.

UI Impact: Workflow (automatic)

Administrators now can select whether to display results and vital signs to Patient Portal users.

See the Health Record section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can change the default setting for Display Results and Vitals from Enabled to Disabled.

Implementation impact: Low

Set the Display Vital Signs setting to your organization's preference.

No maintenance impact.

Display Documents

(HLG2-3565)

Component: Health Record

You can select whether to make all documents available or unavailable in the Patient Portal. This setting is set to Enabled by default.

UI Impact: Workflow (automatic)

Administrators now can select whether documents are available to Patient Portal users.

See the Health Record section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can turn the document display setting from Enabled to Disabled.

Implementation impact: Low

Set the Display Documents toggle to align with your organization's preference.

No maintenance impact.

Medication Refills

(HLG2-1311)

Component: Medications

You can enable or disable medication refill capabilities. When enabled, Patient Portal users can access the medication refill workflow.

UI Impact: Workflow (automatic)

Administrators now can enable or disable medication refill capabilities through the administrative console.

See the Medication section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can enable or disable medication refill workflows.

Implementation Impact: Low

Enable or disable medication refill functionality based on your organization's preference.

No maintenance impact.

Medication Renewal

(HLG2-1310)

Component: Medications

You can enable or disable medication renewal capabilities. When enabled, Patient Portal users can access the medication renewal workflow.

UI Impact: Workflow (automatic)

Administrators now can enable or disable medication renewal capabilities through the administrative console.

See the Medication section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can enable or disable medication renewal workflows.

Implementation Impact: Low

Enable or disable medication renewal functionality based on your organization's preference.

No maintenance impact.

Additional Message Types

(HLG2-5159)

Component: Messaging

You can configure additional message types for medication refill and medication renewal. These items are available for consumers to select.

UI Impact: Workflow (automatic)

Administrators now can select Medication Refill and Medication Renewal from the Message Types list.

See the Messaging section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can add or remove medication message types.

Implementation impact: Low

Select whether you want the medication refill and medication renewal options to be available for patients and their proxies to select.

No maintenance impact.

Additional Message Subjects

(HLG2-5337)

Component: Messaging

You can define message subjects and map them to a message type.

UI Impact: Workflow (automatic)

Administrators now can create, edit, and remove message subjects and associate them with a specific message type.

See the Messaging section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can add or remove message subjects and associate them with message types.

Implementation impact: Low

Create additional message subjects and map them to the applicable message type.

No maintenance impact.

Third-Party Notification Configuration

(HLG2-10498)

Component: Third-Party Integrations

You can view available third-party providers and select whether to use a third-party notification provider. This setting is set to Off by default.

UI Impact: Workflow (automatic)

Administrators now can view a list of third-party notification providers available through Oracle Partner Network and select whether to use one.

See the Third-Party Integrations section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can turn the partner intake feature on and off.

Implementation impact: Low

Select whether to use a partner notification provider.

No maintenance impact.

Preregistration Time Frame

(HLG2-3085)

Component: Registration

You can set the default registration window for patients scheduling appointments through the Patient Portal. This setting is set to 3 days by default.

UI Impact: Workflow (automatic)

Administrators now can adjust the preregistration timeframe.

See the Registration section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can set the preregistration time frame to match your organization's preference.

Implementation impact: Low

Set the preregistration time frame setting to match your organization's preference.

No maintenance impact.

Arrival Window

(HLG2-3086)

Component: Registration

You can set the default length of time in minutes that patients can check in to their appointment. By default, the arrival window is 30 minutes before the scheduled appointment start time to 15 minutes after the appointment start.

UI Impact: Workflow (automatic)

Administrators now can adjust the arrival window.

See the Registration section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can set the arrival window to match your organization's preference.

Implementation impact: Low

Set the arrival window setting to match your organization's preference.

No maintenance impact.

Third-Party Registration Workflow

(HLG2-6344)

Component: Registration

You can view and select third-party registration providers that are available through the Oracle Partner Network (OPN) if your site does not want to use the Oracle registration workflow. This setting is set to Oracle by default.

UI Impact: Workflow (automatic)

Administrators now can view which third-party registration components are available through the OPN and select the one the organization uses.

See the Registration section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can view and select a partner provider for the registration workflow.

Implementation impact: Low

If your organization does not want to use the Oracle registration workflow, select the partner registration provider you want to use.

No maintenance impact.

Additional Registration Switches

(HLG2-4266)

Component: Registration

You can turn health history questionnaires, co-pay collection, preferred pharmacy, and MSPQ on and off. These components are set to Enabled by default.

UI Impact: Workflow (automatic)

Administrators now can turn sections of the Patient Portal related to patient intake on or off.

See the Registration section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can select the sections you want in your Patient Portal.

Implementation impact:

Select the sections you want to include.

No maintenance impact.

Third-Party Intake Configuration

(HLG2-6648)

Component: Registration

You can view available third-party providers and select whether to use a third-party patient intake provider. This setting is set to Off by default.

UI Impact: Workflow (automatic)

Administrators now can view a list of third-party patient intake providers available through Oracle Partner Network and select whether to use one.

See the Registration section of Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can turn the third-party intake feature on and off.

Implementation impact: Low

Select whether to use a third-party patient intake provider.

No maintenance impact.

Third-Party Payment Processing

(HLG2-6641)

Component: Financial

You can select whether your site uses a third-party payment processing provider and if you do use a third-party provider, view a list and select which payment processing provider. This setting is set to Oracle by default.

UI Impact: Workflow (automatic)

Administrators now can view which third-party payment processing components are available select the one your organization uses.

See the Financial section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that the third-party application card is displayed in the Administrative console and that you can view payment processing partners.

Implementation impact: Low

If your site uses a third-party payment processor, activate the third-party processor.

No maintenance impact.

Policy Editor

(HLG2-4963)

Component: Policies

The Policies module is available from the Oracle Health Patient Portal Administrative console.

UI Impact: Workflow (automatic)

Administrators now can create, view, edit, activate, and inactivate policies that display text to Patient Portal users when they interact with different workflows.

See the Policies section of the Oracle Health Patient Portal Cloud Service Administrative Console User Guide for more information.

Verify that you can access the Policy Manager module from the Oracle Health Patient Portal Administrative Console.

No implementation or maintenance impact.

Lead Time to Reschedule an Appointment

(HLG2-3445)

Component: Scheduling

You can configure the maximum number of hours before an appointment during which a patient can reschedule an appointment.

The lead time to reschedule an appointment is set to 48 hours by default.

UI Impact: Workflow (automatic)

Administrators now can configure the length of time before an appointment slot that a patient can reschedule an appointment.

See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can change the number of hours before an appointment date and time that a patient can reschedule an appointment.

Implementation impact: Low

Set the number of hours before an appointment that a patient can reschedule their appointment.

No maintenance impact.

Lead Time to Self-Schedule an Appointment

(HLG2-3443)

Component: Scheduling

You can configure the maximum number of hours before an appointment during which a patient can self-schedule an appointment. The lead time to self-schedule an appointment is set to 48 hours by default.

UI Impact: Workflow (automatic)

Administrators now can configure how long before an appointment that a patient can self-schedule an appointment.

See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can change the number of hours before an appointment date and time that a patient can self-schedule an appointment.

Implementation impact: Medium

For each self-schedulable appointment type, configure the number of hours before an appointment during which a patient can self-schedule an appointment.

No maintenance impact.

Lead Time to Cancel an Appointment

(HLG2-3444)

Component: Scheduling

You can configure the maximum number of hours before an appointment during which a patient can cancel a previously-booked appointment. The lead time to cancel an appointment is set to 48 hours by default.

UI Impact: Workflow (automatic)

Administrators now can configure how long before an appointment that a patient can cancel an appointment.

See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can change the number of hours before an appointment date and time that a patient can cancel an appointment.

Implementation impact: Low

Set the number of hours before an appointment that a patient can cancel their appointment.

No maintenance impact.

Self-Scheduling Policy

(HLG2-6605)

Component: Scheduling

You can apply a scheduling policy configured in the Policy Editor.

UI Impact: Workflow (automatic)

Administrators now can apply a scheduling policy that is displayed to patients and their proxies when they self-schedule an appointment.

See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can apply a scheduling policy to self-schedulable appointments.

Implementation impact: Low

Set the scheduling policy based on your organization's guidelines.

No maintenance impact.

Advance Scheduling

(HLG2-4268)

Component: Scheduling

You can set the maximum length of time, in months that a patient can schedule an appointment in advance. This setting is set to 7 months by default.

UI Impact: Workflow (automatic)

Administrators now can set the length of time for advanced scheduling.

See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can adjust the length of time in advance that you can set appointments.

Implementation impact: Low

Set the length of time in advance you want patients and their proxies to be able to schedule appointments.

No maintenance impact.

Self-Scheduling Limitation

(HLG2-10536)

Component: Scheduling

You can set up a limit to the number of future appointments patients or proxies can self-schedule in advance in a 24-hour period. This setting is set to 6 by default.

UI Impact: Workflow (automatic)

Administrators now can limit the number of appointments that a Patient Portal user can schedule in a given 24-hour period.

See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can limit the number of appointments that can be scheduled by one individual in a 24-hour period.

Implementation impact: Low

Enter the number of self-schedule appointments your organization allows in a 24-hour period.

No maintenance impact.

Turn Self-Scheduling Features On or Off

(HLG2-10537)

Component: Scheduling

You can enable or disable additional components of the self-scheduling appointments feature. All settings are set to 0 by default.

UI Impact: Workflow (automatic)

Administrators now can enable or disable scheduling, find care, return visit, appointment favorites, rescheduling, cancelation, rebooking, and the appointments dashboard. If a section is disabled, Patient Portal users do not see the section in their view of the portal.

See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can select the scheduling features for your organization's workflow.

Implementation impact: Low

Enable the self-scheduling features your site uses.

No maintenance impact.

Self-Schedulable Appointment Types

(HLG2-3441)

Component: Scheduling

You can create self-schedulable appointment types from the patient administration system.

UI Impact: Workflow (automatic)

Administrators now can define a list of appointment types that are self-schedulable by patient and medical specialty.

See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can select which types of appointments patients can self-schedule.

Implementation impact: Low

Determine and select which appointment types you want your organization's patients to self schedule.

No maintenance impact.

Self-Cancelation Limits

(HLG2-10582)

Component: Scheduling

You can set a limit to the number of future appointments that a Patient Portal user can cancel in a 24-hour period. This setting is set to 6 by default.

UI Impact: Workflow (automatic)

Administrators now can determine the number of future appointments a Patient Portal user can cancel.

See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can adjust the Self-cancellation limit setting.

Implementation Impact: Low

Set the self-cancellation limit setting to your site's preference.

No maintenance impact.

Self-Rescheduling Limits

(HLG2-10581)

Component: Scheduling

You can set a limit to the number of future appointments that a Patient Portal user can reschedule in a 24-hour period. This setting is set to 6 by default.

UI Impact: Workflow (automatic)

Administrators now can determine the number of future appointments a Patient Portal user can reschedule.

See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can adjust the Self-rescheduling limit setting.

Implementation Impact: Low

Set the self-rescheduling limit setting to your site's preference.

No maintenance impact.

Self-Service Cancel and Reschedule

(HLG2-9947)

Component: Scheduling

You can define which appointment types are self-cancelable and self-reschedulable.

UI Impact: Workflow (automatic)

Administrators now can select which Patient Portal types can be canceled or rescheduled through the portal.

See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can select whether an appointment type is cancelable or reschedulable.

Implementation impact: Low

Select the appointment type and then select whether the appointment type can be reschedulable or canceled.

No maintenance impact.

Enrollment Invitation URLs

(HLG2-1602)

Component: Self Enrollment

You can search, view, and manage Patient Portal invitation links to see whether they were sent, claimed, expired, or locked.

UI Impact: Workflow (automatic)

Administrators now can search to see whether an enrollment invitation has been sent to a patient and also see the status of the invitation.

See the Support section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can view the enrollment invitation URLs and statuses.

No implementation or maintenance impact.

Generate New Link From Support Tool

(HLG2-9928)

Component: Support

You can generate a new secure link for self-registration, limited authorization pre-registration, limited authorization check-in, limited authorization enrollment.

UI Impact: Workflow (automatic)

Support users now can generate a new link for the last workflow that was sent to a Patient Portal user.

See the Support section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can send new links for self-registration, limited authorization, pre-registration, limited authorization check-in, and limited authorization enrollment.

No implementation or maintenance impact.

Create Support User Role

(HLG2-9927)

Component: Support

You can assign roles with specific permissions to support staff.

UI Impact: Workflow (automatic)

Support administrators now can assign a support user role to a support user.

See the Support section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can assign a support user role to a user.

Implementation Impact: Low

Provide access to designated support staff.

Maintenance Impact: Low

As new support staff are onboarded, provide them access to the support user role.

Support Portal Identity Verification

(HLG2-11092)

Component: Support

You can turn off identity verification so that users who call in do not need to verify their identity when creating a new portal account.

UI Impact: Workflow (automatic)

Administrators now can turn off identity verification so that Patient Portal users can still receive an account creation link.

See the Support section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can turn off identity verification from the Support module.

No implementation or maintenance impact.

Delay Test Results

(HLG2-1616)

Component: Scheduling

You can set the length of time in hours before test results that have been posted to the EHR are displayed in the Patient Portal.

UI Impact: Workflow (automatic)

Administrators now can select the delay between when test results are posted to the EHR and when Patient Portal users can view them.

See the Scheduling section of the Oracle Health Patient Portal Administrative Console User Guide for more information.

Verify that you can enter how long the delay is between when results are posted to the EHR and displayed in the Patient Portal.

No implementation or maintenance impact.