"What causes the portal to fail"?
1. Messages going to spam account.
2. Getting incorrect email input into creating the portal.
3. Forgetting about it, especially in those once a year folks.
4. Having too many cooks in the kitchen, personally I am of the opinion just doc and nurse should be managing the AC/Updox portal/efaxing worksite.
5. Not having designated roles for how to handle the messaging back and forth, ie. does nurse or doc respond and how does message get saved in AC?
"Prevention of failure"
I think once the patient finds out there is a new way to communicate with the office, within the boundaries so specified, the immediacy of results and flow of information in this medium, result in a patients appreciation of having this service available to adapt to the changing world in which we find ourselves.
But you have to get the information out right away, which sounds like a burden, but anytime I use snail mail, it is at least an extra minute or two with all of the extra steps involved, and using the portal is easier.
Dan, I think I got through your question, and thanks for asking and I hope this helps and thanks to David, Chris, Marty, and Theo, and am reminded what a great platform this user board provides with the wonderful exchange of ideas that I think will help keep us all doing what we love.