Exercise - Set up and navigate the Patient Access portal
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.
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.
While using an In-Private or Incognito window, go to http://make.powerapps.com.
Select the correct environment from the Environment dropdown menu in the upper-right corner.
Select Apps on the left navigation bar.
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.
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.
The Customer Self-Service template should be shown in the Healthcare Patient Portal.
Close the Healthcare Patient Portal website. Now, you'll configure it to the Healthcare Patient Portal template.
Return to the Power Apps screen in the Apps section. Select the Healthcare Patient Portal app if it isn't already selected.
Select More Commands (...) > Settings or select Settings on the top command bar. This action will display the Portal settings panel on the right.
In Portal settings, under Advanced options, select Administration.
Selecting Administration will open a new window, Power Apps portals admin center, where you can complete portal administrative tasks.
Make sure that you are in the Portal Details tab of the Power Apps portals admin center window.
Scroll down to Update Portal Binding > Select Website Record.
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.
Select Update.
Select the Portal Actions section on the left navigation and then select Restart.
When prompted, confirm the Restart for the portal. This action will allow the change to take effect.
Wait 1-5 minutes for the portal to restart.
Return to the Healthcare Patient Portal by going to http://make.powerapps.com.
If the following error displays, the portal is still restarting.
When the portal is opened and running properly, it should look similar to the following image.
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.
Go to the Apps section in http://make.powerapps.com.
Select the Healthcare Patient Portal app and then select More Commands (...) > Edit.
The Healthcare Patient Portal designer will load after it gets the editing components ready.
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.
Select the text box that reads Contoso Healthcare and change it to Lamna Healthcare.
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.
Select Sync configuration in the command bar to sync data to Microsoft Dataverse.
It might take a moment to load the preview.
After configurations have completed syncing, select Browse website on the command bar.
The Healthcare Patient Portal should open, showing the Lamna Healthcare company name 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.
Open the Healthcare Administration app in http://make.powerapps.com.
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.
On the Casey Jensen patient record, select Create Invitation in the upper-right corner of the command bar.
You might have to expand more options to find the Create Invitation command in the dropdown menu.
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.
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.
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.
Return to the Healthcare Patient Portal in http://make.powerapps.com.
In the Healthcare Patient Portal, select Sign in.
After the sign-in page loads, select the Redeem invitation tab.
Paste the invitation code that you stored for Casey Jensen. Select Register.
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.
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.
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.
Select the Lamna Healthcare company name/logo in the upper-left corner to go to the home page.
You will be directed to 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.
Under the shortcuts, a section shows current patient information, including Unread messages, Upcoming appointments, and Medications.
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.
Select Home to return to the home page.
Select Find a doctor to view a list of practitioners with associated information.
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.
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.
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.
In the Personal information section, review the emergency contacts and insurance coverages.
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.
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.
Access the patient profile page by selecting the patient's name in the dropdown menu in the upper-right corner and then selecting Profile.
On the patient profile page, you can customize the patient profile as needed. For now, keep it the same.
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.
You should be redirected to the sign-in page.
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.
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