The Patient Portal allows Kipu EMR staff and patients to interact virtually by sharing Files and Documents. This article also details which fields patients can interact with in the shared documentation.
Staff members must have the Allow document share role enabled on their user profile by a Super Admin or user with the Manage Portal Settings permission before they can share files and documents to the Portal. Click here for instructions on enabling this role.
Receiving Shared Files
Portal users can upload files including their IDs, insurance cards, and profile pictures. Once the patient has uploaded those files, they are available under the External Attachments Directory.
- Open the patient chart.
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Scroll to the end of the patient’s Information tab. Click External Attachments Directory.
- From this page, you can view the attachment by clicking on the Link.
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You can download the image from the link by right-clicking on the image and choosing Save Image As... This image can then be uploaded to the appropriate section of the patient facesheet.
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You can also delete images using the X.
Sharing Documents
Share documents and treatment plans to the patient portal. This allows the patient to review, complete, and sign the related form. Patient outcomes are automatically shared to the portal and appear in the My Documents section. No additional steps are needed.
Important: Users must have the Allow document share role added to their profile in order to share consent and evaluation forms.
In addition to sharing documents one at a time, you can bundle forms into a single package and share them in bulk. For more information on creating portal packages, check out this article.
- Once the form is added to the related tab and the provider has completed any documentation, the form can be sent to the patient portal. Both complete documentation and documentation requiring a signature can be sent to the portal.
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Next to the document, click on the Share icon. Please note that only users with the Allow document share role will see the Share icon for templates that have been set up as shareable to the Portal, click here to learn more.
- Select the portal users to send the document to. This includes the patient and any contacts added to the portal as their guardian or guarantor.
- Successfully shared forms have a checkmark next to them.
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Patients will receive an email for the shared document. When they click Open Portal, they will be taken to their Portal dashboard.
- Note: If you share more than one document, there is a 5 minute delay between the time when you share the last document and the time the system sends an email to the patient. This delay allows the system to send a single notification email to the patient noting the number of new documents rather than one email for each individual document.
Evaluation Fields for Portal Users
The following table describes how each specific evaluation field will appear in the patient portal. The two locations where documents can be shared are My Documents (Consent Forms, Evaluations, Patient Outcomes) and My Treatment Plans. While many fields are Read-only, the patient does have the ability to update those identified below.
| Evaluation Field | In My Documents section | In My Treatment Plans section |
| attachment | User can download attachments but cannot upload | User can download attachments but cannot upload |
| auto-complete | User can edit | Read-only |
| care_team... field types | Read-only | Read-only |
| check_Box | User can edit | Read-only |
| check_box_first_value_none | User can edit | Read-only |
| conditional_question | User can edit | Read-only |
| create_evaluation | Not visible | Not visible |
| datestamp | User can edit | Read-only |
| drop_down_list | User can edit | Read-only |
| evaluation_date | User can edit | Read-only |
| evaluation_datetime | User can edit | Read-only |
| evaluation_name | Read-only | Read-only |
| evaluation_name_drop_down | Read-only | Read-only |
| evaluation_start_and_end_time | User can edit | Read-only |
| formatted_text | Read-only | Read-only |
| golden_thread_tag | Not visible | Not visible |
| image | User can edit | Read-only |
| image_with_canvas | User can edit | Read-only |
| matrix | User can edit | Read-only |
| notes | Not visible | Not visible |
| patient.admission_date | Read-only | Read-only |
| patient.allergies | Read-only | Read-only |
| patient.anticipated_discharge_date | Read-only | Read-only |
| patient.attendances | Not visible | Not visible |
| patient.bed | Read-only | Read-only |
| patient.bmi | Read-only | Read-only |
| patient.brought_in_medicaition | Read-only | Read-only |
| patient.ciwa_ar | Not visible | Not visible |
| patient.ciwa_ar_current | Read-only | Read-only |
| patient.ciwa_b | Not visible | Not visible |
| patient.ciwa_b_current | Read-only | Read-only |
| patient.cows | Not visible | Not visible |
| patient.cows_current | Read-only | Read-only |
| patient.diagnosis_codes | Read-only | Read-only |
| patient.diets | Read-only | Read-only |
| patient.discharge_datetime | Read-only | Read-only |
| patient.discharge_medications | Read-only | Read-only |
| patient.discharge_type | Read-only | Read-only |
| patient.drug_of_choice | Read-only | Read-only |
| patient.electronic_devices | Read-only | Read-only |
| patient.employer | Read-only | Read-only |
| patient.ethnicity | Read-only | Read-only |
| patient.glucose_log | Read-only | Read-only |
| patient.height_weight | Read-only | Read-only |
| patient.level_of_care_clinical | Read-only | Read-only |
| patient.level_of_care_ur | Read-only | Read-only |
| patient.locker | Read-only | Read-only |
| patient.martial_status | Read-only | Read-only |
| patient.medication_current | Read-only | Read-only |
| patient.occupation | Read-only | Read-only |
| patient.orthostatic_vital_signs_current | Read-only | Read-only |
| patient.orthostatic_vitals | Not visible | Not visible |
| patient.recurring_forms | Not visible | Not visible |
| patient.toggle_mars_generation | Not visible | Not visible |
| patient.vital_signs | Not visible | Not visible |
| patient.vital_signs_current | Read-only | Read-only |
| point_items | User can edit | Read-only |
| points_total | Read-only | Read-only |
| problem_list | Read-only | Read-only |
| progress_note | Read-only | Read-only |
| radio_buttons | User can edit | Read-only |
| rounds_assignment | Read-only | Read-only |
| string | User can edit | Read-only |
| text | User can edit | Read-only |
| timestamp | User can edit | Read-only |
| title | Read-only | Read-only |
| treatment_plan_column_titles | Read-only | Read-only |
| treatment_plan_goal | Read-only | Read-only |
| treatment_plan_item | Read-only | Read-only |
| treatment_plan_master_plan | Read-only | Read-only |
| treatment_plan_objective | Read-only | Read-only |
| treatment_plan_problem | Read-only | Read-only |