This four-part monthly series will explain why it is important to optimize the patient portal, provide portal training resources for staff and considerations for increasing portal functionality, and will assist with eliciting staff and patient feedback to maximize patient engagement. Facilitated by Health Information Technology, Evaluation, and Quality Center (HITEQ), this series will be a peer learning opportunity to learn how others are using different portal features and engaging patients to use the portal. The intended audience for this series is health information technology (HIT) staff, front desk leads, and clinical leads. It will be offered to both CHAD members and members of the Great Plains Health Data Network. 

See individual session details below.

Patient Portal Optimization
September 10, 2020 | 1:00 - 2:00 PM MT/ 2:00 - 3:00 PM CT


In this first session, Jillian Maccini of HITEQ will educate participants on the benefits of and how to optimize the patient portal. The patient portal can be used to increase patient engagement, align and assist with other organizational goals, and improve communication with patients. This session will also provide ways to incorporate portal use into the health center workflows.

Patient Portal Functionality
October 27, 2020 | 1:00 - 2:00 PM MT/ 2:00 - 3:00 PM CT


This session will demonstrate to participants how to increase the functionality of the patient portal and will provide considerations when it comes to the policies and procedures in the health centers. The training will discuss the features that are available and the impact they can have on the organization. Participants will hear from their peers on the successes and failures that have occurred in other health centers when patient portal features have been implemented.

Patient Portal Training Recommendations
November 19, 2020 | 1:00 - 2:00 PM MT/ 2:00 - 3:00 PM CT


During the third session, the participants will learn how to develop training materials for staff on portal functionality and how to explain the benefits of the portal to patients. This session will provide simple, clear talking points and instructions for the patient portal that staff can review with the patient.


Patient and Staff Feedback
December 9, 2020 | 1:00 - 2:00 PM MT/ 2:00 - 3:00 PM CT
NEW TIME! February 18, 2021 | 12:00 pm - 1:00 pm MT//1:00 pm - 2:00 pm CT


In this final session, the group will discuss how to gather patient and staff feedback regarding the use of the patient portal and how to use the feedback collected to improve the patient experience. Participants will have the opportunity to hear from their peers on some of the challenges patients have for accessing their health data and begin to explore ways to enhance patient communication.

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