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CGM PRACTICE PORTAL Integration

With the CGM PRACTICE PORTAL Integration function, you can provide the information required prior to enabling CGM PRACTICE PORTAL through your website.

NOTE: For CGM PRACTICE PORTAL to function properly, any patients that want to log into CGM PRACTICE PORTAL through your website must have a valid e-mail address entered in the E-Mail Address field in the Patient Name and Address Information screen.

Upon accessing this function, the CGM PRACTICE PORTAL Integration screen displays.

Enabled should already be selected after CGM PRACTICE PORTAL has been activated in your database.  If you are initially setting up CGM PRACTICE PORTAL, making changes to the appearance of CGM PRACTICE PORTAL or do not want your patients to be able to access CGM PRACTICE PORTAL for a period of time, select Disabled to disable access from your website.

On this screen you can also access the following settings:


Misc Settings
Click Misc Settings to expand this section, so you can enter the settings that govern CGM PRACTICE PORTAL when accessed via your website and dictate the options made available to your patients, employers and referring providers. Click Misc Settings again to collapse this section.



Data Field Information
Prompt Response Req Len

App Description

 'Patient Services' will default for the app name to display when CGM PRACTICE PORTAL is accessed via your website but you can change it as needed.   20

Allow Referral Request

 If you want to allow your patients to request referrals, select this check box.   1

Allow Records Request

 If you want to allow your patients to request records, select this check box.   1

Activate Web User Portal

 If you want to enable Employers and Referring Providers secure access to specific functions that you designate, select this check box.  

1

Allow Pre Reg

 If you want to allow patients who have never been to your practice the ability to pre-register, select this check box.  

1

Pre-Registration Message

 If you selected the 'Allow Pre Reg' check box, type the message that you would like to display to pre-registered patients after they complete pre-registration with your practice.  

1

Update Contact Info

 Select either ‘Allow real time Contact Info Update by Patient’ to allow your patients to update their  demographic information immediately without staff approval; or select ‘Manually Update Contact Info’ to allow your patients to update their demographic information, but have this information sent in an email to a designated user in your practice and that staff member must then update the patient’s demographic information manually.  

1

User to Notify

 If you selected the 'Allow Pre Reg' check box or the 'Manually Update Contact Info’ option, select the user in your practice or email group that you want to receive email notifications for pre-registered patients and demographic update information  

1
CGM PRACTICE PORTAL URL Do not change this field. This field is populated when CGM PRACTICE PORTAL is activated by CGM.  

 

Website URL

 This field is populated when CGM PRACTICE PORTAL is activated by CGM.  

 

SMTP Server

 This field is populated when CGM PRACTICE PORTAL is activated by CGM.  

 

SMTP User Name

 This field is populated when CGM PRACTICE PORTAL is activated by CGM.  

 

SMTP Password

 This field is populated when CGM PRACTICE PORTAL is activated by CGM.  

 

SMTP From Email

 This field is populated when CGM PRACTICE PORTAL is activated by CGM.  

 

SMTP Display From

 Enter 'Patient Services', your Practice Name or customize as needed. This name will appear on outgoing emails to patients when they sign up for a portal account or take actions from within their account.  

 

Default Disclaimer Agreement

 This is the disclaimer that displays when a patient first accesses their account, unless you have typed something in the ‘Disclaimer Agreement’ field, which overrides the ‘Default Disclaimer Agreement’ field.  

 

Disclaimer Agreement

 If you do not want to use the text provided in the Default Disclaimer Agreement, enter the text to be used.  

 

Scheduling Settings
Click Scheduling Settings and the screen expands so you can enter the settings that control how your patients will be able to access and use the CGM webPRACTICE schedule through CGM PRACTICE PORTAL. Click Scheduling Settings again to collapse this section.



Data Field Information


Allowed Doctors
Click Allowed Doctors and the screen expands so that in the Enabled Doctor section you can select the check box in front of each provider whose schedule you want to make available in CGM PRACTICE PORTAL. The doctors and resources display in alphabetical order by their Printing Name stored in the Doctor Code Table. Click Allowed Doctors again to collapse this section.



Allowed Locations
Click Allowed Locations and the screen expands so that in the Enabled Location section you can select the check box in front of each location's schedule that you want to make available in CGM PRACTICE PORTAL. The locations display in alphabetical order by the Location Name stored in the Location Code Table. Click Allowed Locations again to collapse this section.



Allowed Types of Visit
Click Allowed Types of Visit and the screen expands so that in the Enabled Type of Visit section you can select the check box in front of each type of visit that you want to make available in CGM PRACTICE PORTAL. The types of visit display in alphabetical order by the Description stored in the Type of Visit Table. You should make sure to not enable the lunch and blocked time types of visit, if you have those in your table. Click Allowed Types of Visit again to collapse this section.



Allowed Billing Groups
Click Allowed Billing Groups and the screen expands so that in the Enabled Billing Group section you can select the check box in front of each billing group that you want to make available in CGM PRACTICE PORTAL. Meaning that patients with that billing group stored in their Billing Information screen will be able to schedule appointments. The billing groups display in alphabetical order by the Group Description stored in the Billing Group Table. Click Allowed Billing Groups again to collapse this section.



Message Center
Click Message Center to expand this section to display an Add User drop-down list. This list contains all of the CGM webPRACTICE users listed in alphabetical order by their Printing Name stored in Maintain Users. Adding a user gives CGM PRACTICE PORTAL patients, employers and referring providers the ability to e-mail that user. The e-mail is routed to the user's CGM webPRACTICE e-mail. Select a user from the drop-down list. In the blank field you can type how you want that user's name to Display As in CGM PRACTICE PORTAL. You could also type a job title or department if you do not want that user's name to display. Click Add and the user is moved up to the Current Users section. Click Message Center again to collapse this section.



Web Users

Click Web Users to expand this section. If you selected the 'Allow Pre Reg' check box, you can select to assign a Default Billing Group and Default Doctor to each pre-registered patient account.