Frustrated at futile attempts to get your patients logged into your patient portal? As part of meeting Meaningful Use 2, our practice has been working to engage patients on the EHR (Electronic Health Record) patient portal. We have some patients who embrace it with enthusiasm, but I would say most are apprehensive–if not frustrated–that they have to comply with our requests. Professionals, like you, tend to embrace technology much sooner than the general public. If your patient population is not skewed toward technology-savvy individuals, transitioning your patients to interact using your patient portal can be difficult.

“You can lead a horse to water but you can’t make it drink”

You can lead your patients to the patient portal, and if you give them helpful tools and information, there is a greater chance that they will comply. Here are three ways you may find helpful in your optometry practice:

1. Create a handout with username & password – This is one way to put something in the hands of the patient. Your staff will write down their username and password on a pre-made tear-off piece of paper like the example below. The staff then takes two minutes to explain to the patient that they can see the results of their exam and track any optical orders through the online portal. Make sure your portal is a part of your practice website.

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2. iPad upon arrival – Many patients may not take the time to login prior to their appointments. A couple of older-generation iPads can be used for this purpose when patients arrive. Extra styluses for electronic writing on the iPads can be purchased $12 for 20, and protective covers can be purchased through Amazon to ensure the iPads are not damaged. To make sure the iPad is only used for logging into the patient portal and not browsing the internet, go to the settings app and select “Guided Access.”

3. Health history – Many of the patient portals have some form of “interview” or “health history” that is available when the patient logs on. When the patient schedules an appointment, or is contacted at their one month prior confirmation call, they can be instructed on the importance of completing the online health history through the portal. Our office has found that when the doctors communicate to the staff how important the information is to them, the staff emphasize this to the patient. This leads to higher compliance.

There is no easy solution to increasing the number of patients who engage your practice online through the portal. However, we know for sure that whether patients are asking for it or not, health care is being pulled in a direction that will require patients to interact if they want to be a part of the healthcare system. The practices that make it the easiest for patients are the ones that are going to win by increased patient loyalty and continued practice growth.