NeuroDawg,
When you set the flag to indicate a patient has a portal account, do you find that helpful. I have not tried that method.
What I have done is click on address book in the Updox workspace and type in patient name, which will indicate an active portal or not.
Would you mind commenting on how those two processes differ, and if you think one is better than the next.
When I am typing patient lab letters in AM, I will need to know if they have a portal or not so I can type to paper or print to Updox.
So a quick way to reference to find if a patient has a portal or not, is quite helpful.
