Sending Statements via Patient Portal
Patient portal enabled groups will now have the option to upload Statements for their Patient portal enabled clients.
Note: Groups enabled for Billflash will not see the option to upload statements to their client's portal.
This functionally will allow the upload icon to display in a generated statement.
Clicking the icon will upload the statement to your client's patient portal. Once uploaded you will see a confirmation prompt.
And the icon will turn into a
confirming the statement was uploaded successfully.
Your clients will be able to see their statements on their patient portal under My Account. In this tab they will see the list of all of the statements sent by their provider. The statement will reflect the date it was generated in ICANotes and the date it was upload to the the client's Patient Portal.
Clicking the View button will allow the client to view the statement. They can download the it by clicking Download.
If you encounter the need of deleting a statement, this can be done by clicking on the "X" icon. Deleting the statement from ICANotes will also remove the statement form the client's portal. After clicking the "X" icon you will receive a prompt asking you to verify if you want to delete the statement.
Once deleted you will see confirmation prompt letting you know the statement has been removed from the patient's portal.
Clicking the on a already uploaded statement will also remove the statement from your client's portal without needing to delete the statement from ICANotes.
We also added the ability to track statements creation and deletion in the Audit log. You will see under Action "Statement Upload patient portal" indicating a statement was uploaded for that specific patient and "Statement Remove Patient Portal" indicating a statement was deleted from the patient portal.
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