Patient Portal appointment notifications

We were trying to figure out how the staff will know that there is a new appointment request from a patient. The system used to have it in the portal audits like in the screenshot below. But currently in our 7.0.2 (1) on ubuntu 20.04. This widget does not show up. This screenshot is from a previous version.

image

Could someone share with us the how this is supposed to work?

A pnote(Message) is sent to user for anything having to do with appointment status by portal patient(new, changed or deleted). This has been around since I first developed portal.
Request to cancel appointment I believe!

Thank you for the reply. We are not seeing any of this in the alpine system.
To make sure I understand, the provider that the appointment is requested with receives a notification (pnote) in their message center. No one else in the clinic is aware of this appointment request. The only person that can see the request it the person whoā€™s calendar the appointment is tentatively scheduled with and will not show on the calendar until said person reviews the appointment.
Is that correct?

Jerry,
I would like to add that the ā€œportalā€ button on the top right hand corner of the system is not available when I access the demo servers (or in my instance of 7.0.2).

From memory but I believe that youā€™re correct to assume only the selected user will receive a pnote.
However, all users will see the message in the demographics patients message center.
The appointment is created w/o audit. Since patient is scheduling based on user availability I decided to include in calendar and notify user to review, reschedule or delete as necessary. If we donā€™t add to user schedule then that slot will still appear as available causing a conflict potential. Trying to audit would be very trying!(pun):slight_smile:

The portal appointments still need improvement such as showing past as well as future appointments. View should be by date range.
I think sending a secure message might be better. However I promised myself to quit putting all the effort into improving portal and other stuff. But I canā€™t seem to simply not care as I have a lot invested in openemr.
For some reason the appointments feature is broken in master so I will attempt to fix and while there I may go ahead and add at minimum date range upcoming and past appointment history views.

First though and since I broke my sms/email appointment reminder batch script when I added the new email vendor to faxsms module, Iā€™m going to add updating appt status even if the reminder is a recurring event. Neither I or batchcom supported this in the past causing problems of duplicate reminders being sent. A pain for sure.

@DJT The portal notification button is only shown if there are items from portal for the logged in user. Mostly just be aware if there are not any items from a portal action then button is out of view. i.e never show button with 0 items.

Iā€™m looking into a way to allow the concept of a portal administrator that can be assigned to a clinician that is a portal authorized user.
Itā€™s a reason I added forward in secure message. From a conceptional standpoint this administrator would review portal actions directed at a physician and determine if the action rises to the physicians need to intervene. This would include say a medication refill request.

Hello Jerry, thank you for your response.

Currently, when appointments are created via the portal, they arenā€™t showing up on the providers calendar unless you go into that patients chart, and under appointments, click on that appointment. Seemingly thereā€™s no way for the clinical users to know when someone schedules an appointment in the portal.

Iā€™ll look into how to improve this whole process. Currently user will get a message in their Message Center however, the calendar insert/view for new must be broken.
Most times I donā€™t mind fixing this stuff but getting fixes out quickly can be troublesome and a lot of work. Thus, for a lazy man like me, things go more slowly!

Thank you. Please keep us updated!!

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@juggernautsei @DJT

Found issue with portal appointment Find Available and fixed.
Patient must use an available timeslot or they canā€™t make appointment. I think @adunsulag fixed this recently so itā€™s all working now.
Also fixed why portal appointment appears to not show in calendar. When patient selects a category type that doesnā€™t have a default duration or is 0 the appointment will show as a thin line on timeslot due to a 0 minutes duration.

Verified that any portal appointment status such as new, change or cancel will send a message to Message Center for the selected user and message is ccā€™d to patient Messages.

This should suffice if office staff pays attention w/o me having to tap them on the shoulder!:slight_smile:

Iā€™ll take suggestions

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If interested

Hereā€™s the PR if anyone wants to use before next patch.