I have been using the sunset patient portal for a long time and know it very well. On my site I have clients/patients do all their intake prior to booking an appointment and they book on the site. I have just coded it so that until they have entered all insurance information, or billing information, or guarantor information, completed my symptom assessment and the consent is signed they cannot book. So all the assessment tools and intake are already possible with the existing tools. I work with PayPal and that is very simple. I use an invoicing system plugin for Wordpress that keeps all clinical data on my server. PayPal only has money information. I have patients sign consents and ROI’s on the site. Ninja Forms have signiture features. I have also made modifications that allow me to use Gravity Forms and CF7 forms. Gravity has wonderful tools built in for clinical assessments and tabulation. So, I also do comprehensive assessments, I have them attach to messages in cartpauj PM (now I am using Front End PM) and this gives the clients a copy and I have one to import into OpenEMR as a PDF. Some of my assessments are done using the LBF function and they import directly into fields within OpenEMR. There is a lot of functionality built into the existing system.
Appointments are an issue. I am using Easy!Appointments. This works fine with wordpress I have made a custom build of it found here. My build has many elements that are useful for clinical practice including an informed consent to opt in or out of email/sms notifications. Another nice thing about Easy!Appointments is that it syncs with Google Calendar for Business. With a BAA signed, this is a very nice HIPPA compliant feature. I have also included an option to limit the information sent to clients to just be date and time of appointment to increase confidentiality. The down side is that it is not integrated into the sunset patient portal webserve.php. We simply need an interface for this.
What is also needed is a pay ahead feature for the booking system. I have experimented with a few options and have not been happy with any. I am still taking insurance and different copays complicate the picture so I have put that off. I just invoice. It works.
Also, the fact that there is no sunset portal interface for scheduling interface is not that big of a deal. I use google calendar and my main schedule view screen. I book appointments in the Easy!Appointment Screen. I enter clients into the OpenEMR calendar by hand as patients show up. It is very simple and quick. If you are in a clinic, each provider can have their own google calendar and Easy!Appointments syncs with each. It works but an interface would be a nice addition to import all appointments for the day.
I have also documented some modifications to the OpenEMR side of the patient portal that are helpful. Those modifications are posted here. I am in the process of updating portions of my webserve.php file and those modifications are available here. The modifications are a work in progress. I need to replace CFDB. It is no longer working with CF7 and that is a bummer. But it still works with Ninja and Gravity forms for the time being.