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.
- Open a patient chart in PS.
- Edit Custom Forms
- Go to File, Import Forms. Find HM Toolbar.cfm and import it. Click Done.
- In a Patient Chart, go to Settings, Edit Reminders.
- Click New Reminder, and type in Reminder Name: HM Toolbar
- Click Show Custom Form or Stamp and choose from dropdown and select the Health Myself Toolbar.
- 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
- Done and Refresh