Epitomax Patient Portal Version 1.0 10/18/2010 PsyTech Solutions, Inc. Mike Kreamer
Table of Contents
Epitomax Patient Portal ................................................................................................................................ 3
Inviting a client to use the Patient Portal ................................................................................................. 3
Company Preferences for the Patient Portal ............................................................................................ 4
Client Accepts Invitation ........................................................................................................................... 5
Client Logs In to Patient Portal ................................................................................................................. 9
Basic Home / Provider Information Screen ............................................................................................ 11
Access To Appointments ......................................................................................................................... 12
Client Account Information ..................................................................................................................... 13
Client Can Make a Payment ................................................................................................................ 14
Client Preferences ................................................................................................................................... 15
Client Change Password .......................................................................................................................... 16
Secure Messaging ................................................................................................................................... 17
Epitomax Patient Portal
Inviting a client to use the Patient Portal Inviting a client to use the Patient Portal is as easy as 1, 2, 3.
1. Go to the Client Record for the client you want to invite
2. Make sure the client’s Email Address is in Epitomax
3. Click on the Update and Send Invite to Patient Portal button
Company Preferences for the Patient Portal You control what your clients can do in the Patient Portal using the Company Preferences Maint screen.
The bottom half of the screen is dedicated to the Patient Portal.
Client Accepts Invitation An email like the following will go out to the client containing a link they can click to create their Patient
Portal account.
The link from the email directs the client to a screen where they must validate their identity to create
their Patient Portal account.
Clients must use their email address as their User ID. If they fail to do so, the system directs them to do
so. They must use their correct Date Of Birth as it exists in Epitomax. The security question and answer
are used in the event that the client needs to reset their password.
Client Logs In to Patient Portal
Basic Home / Provider Information Screen
Access To Appointments In the Appointment List screen, clients can see their Future as well as Past appointments. If the future
appointments are within the configured number of hours and you allow clients to cancel appointments
in Company Preferences, clients get a Cancel link where they can cancel a future appointment.
They can also click on the Location link to see your address and phone number at that location.
Client Account Information Clients can view their Account Balance from the Patient Portal. If you’ve signed for a PayJunction
Merchant Services Account, clients can also make credit card payments to you using the Make Payment
button on the Account Balance screen.
Client Can Make a Payment Clients can securely make credit card payments from the Patient Portal, and can optionally keep their
card information on file at PayJunction to be used when making future payments.
Client Preferences The Preferences screen allows clients to configure their Patient Portal preferences and alter their
Security Question.
Client Change Password Client accounts have the same password rules in the Patient Portal as staff logins have in Epitomax.
Secure Messaging Clicking on the Inbox link at the top of the Patient Portal screen opens the following window. If staff
have sent any messages to the client, they are listed in this window. Clicking on the Compose New
button opens the New Message window (shown on the next page).
In the New Message screen, the To drop‐down list includes all staff who are on the Internal Care Givers
tab of the client’s admission in Epitomax. Messages sent to staff in this way appear in the staff’s Inbox
in Epitomax. Messages are secure because they never leave Epitomax, and encryption is used when
accessing both the Patient Portal and Epitomax.
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