RESOURCE AND PATIENT MANAGEMENT SYSTEM Personal Health Record (BPHR) Web Portal User Manual Version 2.0 Patch 5 September 2020 Office of Information Technology Division of Information Technology Personal Health Record (BPHR) Version 2.0 Patch 5 Table of Contents 1.0 Introduction ......................................................................................................... 1 1.1 PHR Web Portal Application Requirements ............................................. 1 1.2 PHR Users and Definitions ...................................................................... 2 2.0 Register to Use PHR ........................................................................................... 4 3.0 Common Functions .......................................................................................... 10 3.1 Logon ..................................................................................................... 10 3.2 About the PHR ....................................................................................... 11 3.3 Privacy Policy ........................................................................................ 11 3.4 Terms and Conditions ............................................................................ 12 3.5 Contact Us ............................................................................................. 12 3.6 FAQ ....................................................................................................... 12 3.7 Download Adobe Acrobat Reader ......................................................... 12 3.8 My PHR Settings ................................................................................... 12 3.9 Home ..................................................................................................... 13 3.10 Help ....................................................................................................... 13 3.11 Sign Out ................................................................................................. 13 3.12 Session Timeout .................................................................................... 13 4.0 Home Page ........................................................................................................ 14 4.1 The Next Steps ...................................................................................... 14 4.2 My Health Records ................................................................................ 14 4.3 My Accounts .......................................................................................... 15 5.0 My Health Records ........................................................................................... 16 5.1 Inpatient and Outpatient Visits ............................................................... 16 5.2 Download/Save/Print Visit Health Information ....................................... 17 5.2.1 XML File Format .................................................................................. 17 5.2.2 Text File Format .................................................................................. 18 5.2.3 Print ..................................................................................................... 19 5.3 Sort Visits .............................................................................................. 19 5.4 View My Activity Log .............................................................................. 20 5.5 Update My PHR Profile Settings and Change My Password ................. 21 5.6 Manage My Accounts ............................................................................ 22 6.0 Visit Information ............................................................................................... 24 6.1 Appointments ......................................................................................... 25 6.2 My Info ................................................................................................... 26 6.3 Medications ........................................................................................... 27 6.3.1 Medication Instructions ........................................................................ 28 6.3.2 More Information about a Medication .................................................. 28 6.3.3 Sort Medications .................................................................................. 29 6.4 Health Issues ......................................................................................... 31 Web Portal User Manual Table of Contents September 2020 ii Personal Health Record (BPHR) Version 2.0 Patch 5 6.4.1 Sort Health Issues ............................................................................... 32 6.5 Test Results ........................................................................................... 33 6.5.1 View Lab Name and Result ................................................................. 34 6.5.2 View Lab Test Details .......................................................................... 34 6.6 Imaging Results ..................................................................................... 35 6.6.1 Sort Imaging Results ........................................................................... 36 6.6.2 Expanding the Imaging Results ........................................................... 36 6.7 Immunizations ....................................................................................... 37 6.7.1 Sort Immunizations .............................................................................. 38 6.8 Vital Signs .............................................................................................. 39 6.8.1 View Vital Sign Measurement and Result ............................................ 40 6.9 My Messages ........................................................................................ 40 6.9.1 Compose and Send New Secure Messages ....................................... 42 6.9.2 Reply to a Secure Message ................................................................ 45 6.9.3 Update Secure Message Folders ........................................................ 46 6.9.4 Delete Secure Messages .................................................................... 47 6.9.5 Update Preferences for Secure Messages .......................................... 50 6.9.6 Manage Secure Messages Folder Actions .......................................... 52 6.9.7 Sort Secure Messages ........................................................................ 58 6.9.8 Secure Message Priority and Sensitivity ............................................. 59 6.10 Procedures ............................................................................................ 61 6.10.1 Sort Procedures ................................................................................... 61 6.11 Medical equipment ................................................................................. 62 6.11.1 Sort Medical Equipment ...................................................................... 63 6.12 My Goals ............................................................................................... 64 6.12.1 Sort My Goals ...................................................................................... 64 6.13 Hospital Admissions .............................................................................. 65 6.14 For More Information ............................................................................. 66 6.15 Download My Data ................................................................................ 67 7.0 My Accounts ..................................................................................................... 69 7.1 Access My PHR ..................................................................................... 69 7.2 View Other PHR Accounts ..................................................................... 70 7.3 Grant Others Access to Your PHR ........................................................ 70 7.3.1 Full Access for Personal Representative ............................................. 73 7.3.2 Limited Access for Personal Representative ....................................... 74 7.3.3 Update Access Type ........................................................................... 76 7.3.4 Edit Hidden Sections ........................................................................... 78 7.3.5 Delete Access ...................................................................................... 81 8.0 Activity Logs ..................................................................................................... 84 8.1 PHR Activities ........................................................................................ 84 8.2 My Messaging Activities ........................................................................ 87 8.3 Sort Activity Log Reports ....................................................................... 88 8.4 Export Activity Log Reports ................................................................... 88 9.0 Forgot Username .............................................................................................. 90 Web Portal User Manual Table of Contents September 2020 iii Personal Health Record (BPHR) Version 2.0 Patch 5 9.1 Forgot Username or Password .............................................................. 90 9.2 Recover PHR Username from Facility ................................................... 92 10.0 Reset Password ...............................................................................................