# Account setup

Setting up patients to use PatientAccess involves three stages:

1. Marking an EPR form as an iForm:
   - Make pages of a form available in PatientAccess
   - Make questions in an EPR form available in PatientAccess

1. Granting patients access to PatientAccess
2. Making an iForm available to a patient

Mark an EPR form as an iForm

When you mark EPR forms as iForms (online forms), you're making axiUm forms available for viewing and/or editing in PatientAccess. For example, a Medical History form created in axiUm, when marked as an iForm, becomes available in PatientAccess. To make forms available in PatientAccess, you must configure EPR forms as iForms.

To mark an EPR form as an iForm:

1. In the Maintenance module, select the EHR tab.
2. Select the EPR Form Setup icon to open the EPR Form Setup window.
3. From the list view, select a form. For example, we'll select EPR Medical History.

> Important: Make sure the selected form has the Owner Type drop-down field displaying the EPR option. An EPR form displaying any other option in the Owner Type drop-down field cannot be viewed in PatientAccess.

1. Select the Available in iForms check box.
2. Click the Modify Record icon (folder with blue tick).

What's next?

Now that you have made an EPR form available in PatientAccess, you must:

> - Make at least one page of a form available online. For more information, see Account setup .
> - Make at least one question on that page available in PatientAccess. For more information, see Account setup .

Make pages of a form available in PatientAccess

After you have made an EPR form available in PatientAccess, you must do the same for at least one page of the EPR form.

To make an EPR form page available in PatientAccess:

1. Set up an EPR form for use in PatientAccess.

For instructions on making EPR forms available in Exan PatientAccess, see Mark an EPR form as an iForm.

1. In the EPR Form Setup window, select a form in the list view. For example, we'll enter EPR, Medical History.
2. Click the Form Pages ('i') icon to display the Form Pages window.

1. From the list view, select a page. For example, we'll enter Page 1, Medical History.
2. Select the Available in iForms check box.

1. Click the Modify Record icon.

axiUm displays a confirmation message.

> Important: Only those questions with answer types yes/no, text, number, list, date, or long text can be made available in iForms. Questions with answer types image, calculated, or attachment cannot be made available in iForms.

Some questions on a page may be answered only by providers.

1. If:

> - All questions can be answered by the patient, click the Yes button.
> - Some questions need to be answered by a provider, click the No button.

axiUm saves the changes.

You have now made a page of an EPR form available in Exan PatientAccess.

What's next?

You can also make specific questions available in iForms. For more information, see Account setup .

Make questions in an EPR form available in PatientAccess

Before you can specify questions in an EPR form for use in PatientAccess, ensure that you have made an EPR form available for online access. For more information, see Mark an EPR form as an iForm.

Important: Only those questions with answer types yes/no, text, number, list, date, or long text can be made available in iForms. Questions with answer type images, calculations, or attachments cannot be made available in iForms.

To specify EPR form page questions for online access in PatientAccess:

1. Set up an EPR form for use in PatientAccess.

For instructions on making EPR forms available in PatientAccess, see Mark an EPR form as an iForm.

1. In the EPR Form Setup window, select an item in the list view. For example, we will select the code EPR, Medical History.
2. Click the Form Pages ('i') icon to display the Form Pages window.
3. From the list view, select a form. For example, we will select page 1, Medical History.
4. Click the Form Page Definition icon to display the Form Page Definition window.
5. Double-click a question from the list view. For example, choose Are you under a physician’s care?

Because our example is a question, the Form Item - Question window appears.

1. Click the Available in iForms check box.
2. Click OK.

axiUm saves the changes, closes the window, and returns to the Form Page Definition window.

You've now made a question in an EPR form page available in PatientAccess.

What's next?

Important: To continue the PatientAccess setup, see Account setup .

Grant patients access to PatientAccess

To enable patients to view and to complete EPR (Electronic Patient Records) forms in PatientAccess, you must complete two more stages.

To grant patients access to PatientAccess:

1. In the Rolodex module, select a patient.

For example, we will search for Jane Doe.

1. Select Edit Patient to display the Patient Info window.
2. Select the Personal tab.
3. Select the PatientAccess Info... button.
4. Click the Yes button to display the PatientAccess Info. window.

axiUm automatically generates a user name and encrypted password.

1. Click the Regenerate button.

axiUm generates a random numeric password that you will provide to the patient.

1. Click the Save button.
2. To enable a patient to access PatientAccess for the first time, you must provide them with the following:

> - The web address (URL) for PatientAccess.
> - The Patient’s user name. In the example above, patient Drew Evans’s user name is DEvans.
> - The Patient’s password. For example, Drew Evans’s temporary password is 4*A!4z(037.

What's next?

To continue the setup process, make an iForm available to a patient. For more information, see Account setup .

Make an iForm available to a patient

When you make an iForm available to a patient, axiUm attaches the form to the patient’s account. Then when the patient signs in to PatientAccess, the patient can view and/or complete the form.

You can make EPR forms available to patients, so that when they sign in to their PatientAccess account a form is available for them to view or to complete. For example, make available a Medical Health form that a patient can complete online before the next appointment.

When a patient completes a form in PatientAccess, axiUm automatically updates the information in the patient’s file and displays the answers in green text.

To make an iForm available to a patient in PatientAccess:

1. In the Rolodex module, select a patient.

1. Click the Edit Patient icon to display the Patient Info window.
2. Select the Personal tab.
3. In the Information section, select to display the PatientAccess Info. window.

1. Select the iForms tab.

axiUm displays all available EPR forms. In this example, Jane Doe has a Medical History form in the list of iForms.

1. Select an EPR form. For example, select the Medical History form.

There may be questions on a form that can be answered only by a provider. If all questions on a form need to be answered by the provider, then you can mark the form as read only.

Selecting “Full” means that the patient can update answers to all questions on the form that are available in iForms.

1. In the Access drop-down list, if you want the patient to:

> - Answer all questions on a form, select Full.
> - View the form only, select Read only.

1. Click the Add a new Record icon.

Now when the patient signs in to PatientAccess, the patient will see the selected iForm. For example, Jane Doe will see a Medical History form on the iForms page of her PatientAccess account.