Please note that the HM Toolbar currently only displays a patient's Portal status:

  • Never Done - this patient is not yet registered with the Portal
  • Registered - this patient has registered with the Portal and can be engaged in Portal messaging.
  • Connected - this patient is not registered but is connected to a family member that is registered in the Portal.


Prerequiste:

Download the attached file, Health Myself Toolbar.cfm to your Desktop.


  1. Open a patient chart in PS.
  2. Edit Custom Forms
  3. Go to File, Import Forms.  Find HM Toolbar.cfm and import it. Click Done.
  4. In a Patient Chart, go to Settings, Edit Reminders.
  5. Click New Reminder, and type in Reminder Name:  HM Toolbar
  6. Click Show Custom Form or Stamp and choose from dropdown and select the Health Myself Toolbar.
  7. Click Add Line, Choose from Demographics either:
    • a) Patient Number > 0 if entire clinic is using the Portal
    • b) Doctor Number = provider name if selected doctor is using the Portal
  8. Done and Refresh