Exercise - Set up and navigate the Patient Access portal

Completed

In this exercise, you will complete the following tasks:

  • Set up an external website to display the Healthcare Patient Portal template.

  • Modify Healthcare Patient Portal to display the proper company name.

  • Create a registration code and invite a patient to create an account for the website.

  • Sign in as the patient to navigate the features of the healthcare portal.

Healthcare Patient Portal is a template that is installed in your environment by the Patient Access module in Microsoft Cloud Solution Center when Microsoft Cloud for Healthcare was deployed.

A portal is an external website that allows for communication between a company and its users. In this case, the Lamna Healthcare Company wants an external website for their patients to access their medical histories and communicate effectively with the institution. The Healthcare Patient Portal template tailors the website's user interface (UI) for a healthcare company, focusing on providing more secure communication, information access, and an overall improved patient experience.

The following image shows an example of the welcome page that displays after you have configured and signed in to the Healthcare Patient Portal.

Screenshot of the Healthcare Patient Portal welcome page.

For more information, see Microsoft Power Apps portals documentation.

Task 1: Set up the Healthcare Patient Portal

Prior to deploying Microsoft Cloud for Healthcare, you created a portal in your environment by using the Customer Self-Service template. Creating this portal was a prerequisite for deploying the Patient Access module.

Lamna Healthcare wants to associate the previously installed Customer Self-Service portal with the Healthcare Patient Portal template so that the correct website is displayed to the user. The following steps will guide you through the process of binding your website to the proper template and restarting the portal for changes to apply.

First, open the portal to view the Customer Self-Service template that is currently bound. After you have completed the configuration steps in this task, the new Healthcare Patient Portal user interface (UI) will display.

  1. While using an In-Private or Incognito window, go to http://make.powerapps.com.

  2. Select the correct environment from the Environment dropdown menu in the upper-right corner.

    Screenshot of the Environment horizontal navigation bar.

  3. Select Apps on the left navigation bar.

    Screenshot of the left navigation bar with the Apps option highlighted.

  4. Find the Healthcare Patient Portal that you created. It should be the only app where Type is shown as Portal. Alternatively, you can search for it in the search bar in the upper-right corner.

    Screenshot of the newly created Healthcare Patient Portal.

  5. Select the app name to open the Healthcare Patient Portal. You can also select More Commands (...) > Browse or select Browse on the command bar to open it.

    Screenshot of the Healthcare Patient Portal app option selected and the More Commands menu highlighted.

    The Customer Self-Service template should be shown in the Healthcare Patient Portal.

    Screenshot of the Customer Self-Service template in the Healthcare Patient Portal.

  6. Close the Healthcare Patient Portal website. Now, you'll configure it to the Healthcare Patient Portal template.

  7. Return to the Power Apps screen in the Apps section. Select the Healthcare Patient Portal app if it isn't already selected.

  8. Select More Commands (...) > Settings or select Settings on the top command bar. This action will display the Portal settings panel on the right.

    Screenshot of the Portal settings panel to the right of the Apps screen.

  9. In Portal settings, under Advanced options, select Administration.

    Screenshot of Advanced options selected in the Portal settings area.

  10. Selecting Administration will open a new window, Power Apps portals admin center, where you can complete portal administrative tasks.

  11. Make sure that you are in the Portal Details tab of the Power Apps portals admin center window.

    Screenshot of the Portal Details tab in the Power Apps portals admin center window.

  12. Scroll down to Update Portal Binding > Select Website Record.

    Screenshot of the Update Portal Binding > Select Website Record area, with the Customer Self-Service option selected.

  13. Open the Select Website Record dropdown menu and change the current value (Customer Self-Service) to Healthcare Patient Portal. This change will bind the Healthcare Patient Portal template with this portal URL and will show the proper UI to the user.

    Screenshot of the Select Website Record options, with Healthcare Patient Portal selected.

  14. Select Update.

    Screenshot of the Healthcare Patient Portal option selected, Portal State set to On, and the Update button selected.

  15. Select the Portal Actions section on the left navigation and then select Restart.

    Screenshot of the Power Apps portals admin center with the Portal Actions options selected in the left navigation pane.

  16. When prompted, confirm the Restart for the portal. This action will allow the change to take effect.

    Screenshot of a message advising that restarting the portal will make it unavailable for several minutes, with a prompt to select the Restart button.

  17. Wait 1-5 minutes for the portal to restart.

  18. Return to the Healthcare Patient Portal by going to http://make.powerapps.com.

    Screenshot of Lamna Healthcare Patient Portal in the Apps list.

    If the following error displays, the portal is still restarting.

    Screenshot of the Service Unavailable 503 error.

    When the portal is opened and running properly, it should look similar to the following image.

    Screenshot of Patient Access Portal sign-in page, with the Healthcare Patient Portal template set up.

Congratulations, you have completed the post deployment step to set up the Healthcare Patient Portal template that is deployed from Patient Access. After you have updated the bindings and restarted the portal, the website should now show as Healthcare Patient Portal template rather than Customer Self-Service.

Task 2: Modify the company name in the Healthcare Patient Portal

In this task, you will edit the Healthcare Patient Portal website to align the name with Lamna Healthcare Company because the template uses a generic company name.

  1. Go to the Apps section in http://make.powerapps.com.

  2. Select the Healthcare Patient Portal app and then select More Commands (...) > Edit.

    Screenshot of the Healthcare Patient Portal app and the More Commands menu expanded.

    The Healthcare Patient Portal designer will load after it gets the editing components ready.

    Screenshot of the Patient Portal loading screen, showing the Getting things ready message.

  3. After the page has been loaded, Contoso Healthcare should show in the upper-left corner of the design screen. The name might overlap the logo, but it will display properly on the website.

    Screenshot of the design screen with the Contoso Healthcare logo.

  4. Select the text box that reads Contoso Healthcare and change it to Lamna Healthcare.

    Screenshot of a text box highlighted with the words Lamna Healthcare included.

  5. The page should automatically save the changes. Verify in the command bar that it says Saved and includes the green check mark. Then, hover the cursor over Saved to ensure that it shows the correct saved time.

    Screenshot of the Saved check mark in the upper-right corner of the page and the message indicating it was last saved 11 seconds ago.

  6. Select Sync configuration in the command bar to sync data to Microsoft Dataverse.

    Screenshot of the command bar with the Sync configuration option highlighted.

    It might take a moment to load the preview.

    Screenshot of a loading screen with the words Sync in progress showing.

  7. After configurations have completed syncing, select Browse website on the command bar.

    Screenshot of the command bar with the Browse website option highlighted.

    The Healthcare Patient Portal should open, showing the Lamna Healthcare company name in the upper-left corner.

    Screenshot of the Healthcare Patient portal welcome page with the Lamna Healthcare logo in the upper-left corner.

Congratulations, you have completed modifying the Healthcare Patient Portal to display the correct company name.

Task 3: Invite a patient to the portal

Now that the Healthcare Patient Portal is ready, you can allow Lamna Healthcare patients to create accounts.

In this task, you will create an invitation code for patients to sign up and use the Healthcare Patient Portal. Additionally, you will create an account for Casey Jensen, who will access the patient portal to refill medication in this lab.

  1. Open the Healthcare Administration app in http://make.powerapps.com.

    Screenshot of the Power Apps list of apps with the Healthcare Administration option highlighted.

  2. In the Administration section of the site map, select People, which will display the Active Patients grid view. Open the Casey Jensen patient record so that you can obtain an invitation code for Casey to use.

    Screenshot of the Healthcare Administration page. The People menu option is selected and the Active Patients list is displayed.

  3. On the Casey Jensen patient record, select Create Invitation in the upper-right corner of the command bar.

    Screenshot of a patient record with the Create Invitation menu option selected in the upper-right corner.

    You might have to expand more options to find the Create Invitation command in the dropdown menu.

    Screenshot of more options expanded and the Create Invitation option selected.

  4. A New Invitation form will appear. You don't need to change anything. Select Save, and then an invitation code will be created for the patient.

    Screenshot of the New Invitation form with the Save option selected.

  5. To retrieve the patient code, go to the Advanced tab on the Invitation record. Copy and store the Invitation Code for accessing the Healthcare Patient Portal in the next task.

    Screenshot of the Advanced tab of the Invitation record and the Invitation Code.

Congratulations, you have successfully created an invitation code for Casey to register an account in the Healthcare Patient Portal.

Task 4: Redeem invitation code and sign into Patient Portal

In this task, you will transition personas and act as Casey, who just received an invitation code to the Healthcare Patient Portal and is about to register and navigate its features.

  1. Return to the Healthcare Patient Portal in http://make.powerapps.com.

    Screenshot of the Apps list for the Lamna Healthcare Patient Portal.

  2. In the Healthcare Patient Portal, select Sign in.

    Screenshot of the Healthcare Patient Portal sign-in page.

  3. After the sign-in page loads, select the Redeem invitation tab.

    Screenshot of the Redeem invitation tab showing the Username and Password fields as blank.

  4. Paste the invitation code that you stored for Casey Jensen. Select Register.

    Screenshot of the Redeem Invitation page with the Invitation code field populated.

  5. Register a new local account for Casey Jensen with the following recommended details:

    • Email - Casey.Jensen@contoso.com (should autofill)

    • Username - CaseyJensen

    • Password - Make up your own. Note the password to use for sign-in later.

    Screenshot of the Register tab with fields for Email, Username, Password, and Confirm Password.

  6. Select Register and then you should be signed in to the Healthcare Patient Portal.

Congratulations, you have successfully redeemed an invitation to register an account for Casey Jensen and have signed in.

Task 5: Navigate the Patient Access portal

In this task, you will continue as Casey and navigate the features of the Healthcare Patient Portal.

  1. After registering an account in the Patient Access portal, you might be welcomed by Casey's profile page on first sign-in. Additionally, you might be welcomed by the home page. If so, continue to step 3.

    Screenshot of a sample profile page for Casey Jensen with information and security details.

  2. Select the Lamna Healthcare company name/logo in the upper-left corner to go to the home page.

    Screenshot of a sample profile for Casey Jensen with the Lamna Healthcare logo.

    You will be directed to the Lamna Healthcare Patient Portal home page.

    Screenshot of the Lamna Healthcare Patient Portal home page.

    The center of the home page shows shortcuts to Schedule an appointment, View messages, or Find a doctor.

    Screenshot of home page sections to Schedule an appointment, View messages, or Find a doctor.

    Under the shortcuts, a section shows current patient information, including Unread messages, Upcoming appointments, and Medications.

    Screenshot of sample patient information, displaying the Unread messages, Upcoming appointments, and Medications sections.

  3. The left navigation bar contains all available options for navigation in the Healthcare Patient Portal. Select each option to discover what's available and to view each associated screen.

    Screenshot of available options in the left navigation pane.

  4. Select Home to return to the home page.

  5. Select Find a doctor to view a list of practitioners with associated information.

    Screenshot of a list of physician names with corresponding city, state, primary language, and secondary language information.

  6. Selecting Messages allows for a more secure method to send and receive messages to healthcare professionals. Expand Messages on the navigation bar to view the Inbox and Sent messages.

    Screenshot of the messages inbox with From, Subject, Received, and Status fields displayed.

  7. Expand Appointments to check upcoming appointments and to schedule new appointments. Scheduling new appointments allows for clinic or virtual appointments, including instant virtual appointments. The Virtual Visit lab will go through the process of booking an instant virtual appointment.

    Screenshot of the Schedule a new appointment page with options to schedule as soon as possible or to schedule for a specific day and time.

  8. In the Overview section, review the medical records, including medications, allergies, conditions, visit summaries, care plans, and care team. You can view a full overview and filter by date and type.

    Screenshot of the medical records Overview page with date filter options and record types listed.

  9. In the Personal information section, review the emergency contacts and insurance coverages.

    Screenshot of sample emergency contacts showing the contact Name, Consent Access, Consented Access On, and Revoked Access On fields.

    Screenshot of the Coverage section showing the coverage Name, Subscriber ID, Policy Holder name, Coverage End Date, and Group Plan fields.

  10. Locate the Azure Health Bot icon in the lower-right corner of the screen. You can start a conversation by selecting the Let's Chat button to open the virtual assistant.

    Screenshot of the Let's Chat button to access the Health Bot virtual assistant.

    In the final exercise, you will have a full conversation with the bot; for now, you can select Close and then continue with this lab.

    Screenshot of closing the Health Bot conversation.

  11. Access the patient profile page by selecting the patient's name in the dropdown menu in the upper-right corner and then selecting Profile.

    Screenshot of the patient profile page dropdown menu with the Profile option selected.

  12. On the patient profile page, you can customize the patient profile as needed. For now, keep it the same.

    Screenshot of a sample patient profile for Casey Jensen again.

  13. Sign out of the Healthcare Patient Portal by selecting the patient's name in the dropdown menu in the upper-right corner and then selecting Sign out.

    Screenshot of the patient name dropdown menu, showing the Profile and Sign out options.

    You should be redirected to the sign-in page.

    Screenshot of the Lamna Healthcare Patient Portal sign-in page again.

Congratulations, you have navigated the Healthcare Patient Portal to discover the information and communication that are available to the patient.

In this exercise, you learned how to set up the Patient Access portal to display as the Healthcare Patient Portal, modified the portal to display the company name, invited patients to register to the website, and navigated the website features.