Change your security question
The security question is used to verify your identity in the event that you forget your password. The security question is presented to you after you click the Forgot your password link on the Sign In page. After your identity is verified using the security question, instructions on how to reset your password are automatically sent to your email address.
Your personal health record connection
When you attempt to connect your account to your personal health record, you are automatically redirected to the website that hosts your personal health record.
Create a new account Create New Account collects all the information necessary for you to create a Sunrise Patient Portal™ account.
Your account information
The Account Details section of the Preferences page displays all your profile information and lists the connections that are associated with your account. Use the Account Details section to update your profile information or to connect to your patient record or a personal health record.
Retrieve your user name
If you have forgotten your user name, you can request to have it sent to the e-mail address registered with your account.
Reset your password
If you have forgotten your password, you can reset it. When you reset your password, after verifying your identity, the system sends you an email message with instructions for resetting your password.
Patient account management
The Connections section lists the healthcare organization system and personal health record linked to a patient's account.
Account statistics
The Account Statistics web part displays user accounts that have been active within the last 10,000 site transactions.
Fields
A field is a place on a form that is used to collect data entered by a patient or to display a graphical element.
Sections
A section is a distinct area or part of a form used to categorize information.
Allergy details Allergy Details displays detailed information about the record you are viewing. Information is displayed on two tabs: The Detail tab and the Record Info tab.
Allergies
The Allergies web part displays the allergies in your patient record. If your Sunrise Patient Portal™ account is connected a personal health record, the Allergies web part displays allergies stored in the personal health record.
Announcements
The Announcements web part broadcasts messages from your healthcare organization to all patients.
Parameter Settings
In the parameter settings page there are 2 sets of parameters, each with a group of service types.
Security rights
The security properties for a section specify the security rights a Sunrise Patient Portal™ user must have to be able to view the information in the section after a patient submits the form.
Cancel Appointments
You can cancel appointments from within the Appointments tab.
Reschedule appointments
You have the ability to reschedule previously created appointments for a new date and time.
Book appointments
You have the ability to book new appointments containing event and medical centre information.
Appointments
If you use an application with iCalendar support, you can migrate appointments from the Appointments web part to your personal calendar. Examples of applications with iCalendar support include Microsoft® Outlook®, Google Calendar™, Windows Live® Calendar, and Facebook.You can use the Appointments web part to request an appointment with your care provider. When you click the Request an Appointment link Secure Health Messaging opens, enabling you to compose an appointment request message.
Viewing the Assigned Forms reminder
The Assigned Forms Reminder web part displays all forms that have been assigned to you by your care provider.
Account Maintenance
From Sunrise Patient Portal™, you can manage vocation codes associated with your account in the Account Maintenance tab.
Assign documents to patients
You can assign uploaded patient documents to individual patients or groups of patients. When you assign a document to a patient the document appears in the Patient Documents web part when the patient logs on to Sunrise Patient Portal™. The document appears with the document type Assigned to Me. The patient can access the document from the web part for viewing or downloading.
Assign forms to patients
You can assign published forms to individual patients or groups of patients. When a form is assigned to a patient, Sunrise Patient Portal™ automatically generates an e-mail notification that is sent to the patient. The e-mail notifies the patient that a form has been assigned to them and provides the URL where the patient can access the form.
View billing information Billing Info displays the billing information for your healthcare visits.
Blood-glucose measurement details Blood-Glucose Details displays detailed information about the record you are viewing, displayed on two tabs: The Detail tab and the Record Info tab.
PHR blood-glucose measurements
The Blood-Glucose Measurements web part displays blood-glucose measurements that are stored in personal health records connected to your account.
View care plans
The Care Plans web part displays events that have been assigned to you by your care provider as part of your ongoing health maintenance.
Work with care provider details Care Provider Detail contains detailed information about the record you are viewing and displays it in two tabs: The Detail tab and the Record Info tab.Use Care Provider Details to copy a care provider from your patient record to a personal health record. You can also add a new care provider to a personal health record.If you are viewing details for a care provider stored in a personal health record, you can delete the care provider from the personal health record.
Working with Care Providers
The care providers web part displays the list of care providers contained in your patient record. If your Sunrise Patient Portal™ account is connected to a personal health record, the care providers web part will display the care providers stored in the personal health record.
Compose a reply message
When you attempt to connect your account to your personal health record, you are automatically redirected to the website that hosts your personal health record. Follow the instructions they provide to connect to your personal health record. If another person has shared their personal health record with you, you can connect their health record to your Sunrise Patient Portal™ account to manage the information they have stored in it.
Contact details
The Contact Details window gives detailed information about the record you are viewing in two tabs: the Detail tab and the Record Info tab.
View contacts
Use Contact Details to copy a contact from your patient record to a personal health record and add a new contact to a personal health record.
Forms and Appointments
In Sunrise Patient Portal™, you can assign forms to the patient when an appointment is booked through Sunrise Patient Portal™ or Sunrise Enterprise Scheduling™.
Demographic details Demographic Details displays detailed information about demographic data you have stored in a personal health record connected to your account.
Demographic information
If your account is connected to a personal health record, the Demographics web part also displays demographic information from that source.
Documents
The Documents web part displays clinical documentation that has been released to you by your care provider. The documentation can include discharge instructions and other patient education documents that provide advice for your home health care.
Document History
The Document History web part displays a history of Continuity of Care Documents (CCD) and a history of generated clinical documents successfully transferred to a patient and care provider via direct ID or email.
Add New Document Form Mapping
In Sunrise Patient Portal™administrators can map forms to specific documents using the account maintenance tab.
Transfer continuity of care documents
If your care provider belongs to a Health Information Exchange (HIE) network, you can securely send your Continuity of Care Document (CCD) to other care providers who are members of the HIE network. HIE networks enable care providers to access and share patient medical information electronically according to nationally recognized standards and in a manner that ensures the integrity of the health information.
Employer details
The Employer Details web part displays useful information about a patient's employer.
Working with employers
The employers web part displays the employers contained in your patient record. If your account is connected to a personal health record, the employers web part displays employers stored in the personal health record.
Emergency room wait times
The Emergency Room Wait Time web part displays the approximate time it will take to be admitted to the emergency room at a facility.
Add new portal event
Administrators have the ability to add a single record in the portal appointment mapping table.
Import Events
You can import the event information from the previously created mapping file.
Download Sample Mapping
You can create an event mapping table to save a large number of events to later import those events.
Edit Portal Event
As an administrator you have the ability to edit previously created events.
Delete Portal Events
Deleting events will remove all mapping and events and records such as service types, vocation code and form details.
View event details
If you use an application with iCalendar support, you can migrate events from the Events web part to your personal calendar. Examples of applications with iCalendar support include Microsoft® Outlook®, Google Calendar™, Windows Live® Calendar, and Facebook.
Form Editor
The Form Editor should be used by persons knowledgeable of HTML formatting and coding for the web. Additionally, only users who have the Can admin portal right in Sunrise configuration tools can use the Form Editor.
Forms Library
The Forms Library displays a list of all the forms that have been published by your care provider. Forms are used by your care provider to collect specific information about you.
Work with the forms list
The Forms List page displays all the Sunrise Patient Portal™ forms, both published and unpublished. Administrators can use Forms List to view information about each form and to edit or delete forms.
Profile terms
Use profile terms to automatically populate fields on forms with information previously entered by patients.
My Forms Page
Use the My Forms page to view forms that you have worked with.
Health Problem Details Health Problem Details displays detailed information about the record you are viewing. Information is displayed on 2 tabs: The Detail tab and the Record Info tab.
Manage Vocation Code
As a portal administrator you have the ability to manage vocation codes.
Add New Mapping
In Sunrise Patient Portal™ administrators have the ability to map forms to specific tasks within the Acct Maint tab.
View health problems
Use Health Problems Detail to copy a health problem from your patient record to your personal health record. You can also add a new health problem to a personal health record from Health Problems Detail.Use Health Problem Details to delete health problems from a personal health record.
View immunization details
The Immunization Details window displays detailed information about the immunization you are viewing. Information is displayed on two tabs: The Detail tab and the Record Info tab.
Print Immunizations
You can print the immunizations details from the Immunization web part main page.
View insurance details
The Insurance Details window displays detailed information about the record you are viewing. Information is displayed on 2 tabs: The Detail tab and the Record Info tab.
View insurance details
The Insurance Details window displays detailed information about the record you are viewing. Information is displayed on 2 tabs: The Detail tab and the Record Info tab.
View insurance
Use Insurance Details to copy an insurance policy from your patient record to your personal health record or to add a new insurance policy to a personal health record.Use the Insurance Details to update insurance information stored in a personal health record. You can only update insurance information that is stored in a personal health record. You cannot update the insurance information that is stored in your patient record.Optional short description
View quick links
The Quick Links web part displays a list of websites your healthcare organization finds relevant to patients.
Log on
To log on, use your account user name and password. If you have forgotten your user name, you can click Forgot your username and follow the instructions to retrieve your user name.
Add a mailbox
Deleting a mailbox containing messages will move all its messages to the Deleted Items mailbox.
Patient dependent access
Use the Manage Dependents page to manage patients' access to their dependent's medical records. From Manage Dependents you can approve, update, and remove patient access to a dependent's medical record.
Medication Details
The Medication Details window displays detailed information about the record you are viewing. Information is displayed on 2 tabs: The Detail tab and the Record Info tab.
View medications
Use Medication Details to copy a medication from your patient record to your personal health record, or to add a new medication to a personal health record.From this site, you can update medication information stored in a personal health record.Using this site to request a renewal for a prescription stored in your patient record.If a medication stored in a personal health record is no longer being used, you can use Sunrise Patient Portal™ to designate the medication as discontinued.You can use Sunrise Patient Portal™ to delete medications from a personal health record.
Working with the page menu
The Page Menu web part is displayed on various pages in Sunrise Patient Portal™ and provides navigation links to the web parts associated with the page.
Reply to a message Message History displays message transmission and user interaction history for the message you are viewing.
View a mailbox
The Message Center page is where you can use Secure Health Messaging to communicate securely with your care provider.
Work with the forms list
The Forms List page displays all the Sunrise Patient Portal™ forms, both published and unpublished. Administrators can use Forms List to view information about each form and to edit or delete forms.
Work with the forms list
The Forms List page displays all the Sunrise Patient Portal™ forms, both published and unpublished. Administrators can use Forms List to view information about each form and to edit or delete forms.
Working with the Message Reply
The Forms List page displays all the Sunrise Patient Portal™ forms, both published and unpublished. Administrators can use Forms List to view information about each form and to edit or delete forms.
Request access to a dependent's medical record Sunrise Patient Portal™ enables you to view the medical record of a dependent, such as a child or other adult in your care. To view a dependent's medical information from your account, you must submit a request to access their information.
Upload documents
Use Upload Document to upload patient care documents to Sunrise Patient Portal™ so they are available to patients. When you upload a new document you can assign the new document to patients.
Assigned documents
The Assigned Documents web part displays a collection of patient care documents that your health care facility has made available for patients to view online.
Upload Results
Use the Upload Result window to upload a results file from your local computer to a personal health record. The uploaded file can be in any format including Microsoft Word, PDF, JPEG or a GIF.
Preview forms
When previewing your work on a form, you can view it by component preview or page preview.
Reminders
The Reminders web part notifies you of upcoming events associated with your care plan or appointment schedule.
View medical headlines
The Medical Headlines web part displays medical headlines gathered from Really Simple Syndication (RSS) feeds from external websites. The headlines are displayed according to the category that you select from the View medical news for drop-down list.
Work with section templates
You can save a section that you have created as a template on which to base later sections that you create. When you save a section as a template, you can use the template to quickly create pre-formatted sections on the same or different forms.
Working with Images and Graphics
You can add images such as company logo to a form. To do this, you must specify the image in the background image and foreground image fields. Images must be stored in the images directory on the application server where Sunrise Patient Portal™ is installed.
Viewing the Welcome Message
The Welcome Message web part displays a welcome message from your healthcare organization to all Sunrise Patient Portal™ users.