Learn how to enroll your patients in Practice Fusion's patient portal while meeting all your Meaningful Use Stage 1 and Stage 2 requirements. Our recommended workflow maximizes patient engagement while limiting the burden on your staff.

1. Patient Engagement
Recommended Practice Fusion Meaningful Use Workflow

2. + Turn on secure messaging in the Patient engagement
section of Settings
 Practice settings --> Patient communication --> Patient
engagement.
Set-up
2

3. + Assign a staff member or intern to be an “enrollment
advisor”
+ With all new patients, have them gather the patient’s
information, including email, and guide them through
enrollment
Workflow - intake
3

4. + Enroll the patient in the Patient Portal
 From the patient’s chart, go to Patient Actions → Manage patient
portal (PHR) access
Workflow – Manage Access
4

5. + Enable patient portal access for the patient:
 Select the relationship to the patient, then enter an email and phone
number
 The contact will need access to the PIN or the phone number on file
to create the account
Workflow – Manage Access
5

6. + From the email, have the patient register using their PIN or
phone number
Workflow - registration
6

7. + Upon creating their account, your patients will be able to
manage their care and view their structured health records:
 Diagnoses, Medications, Allergies, Immunizations, Lab Results you
choose to share, and more
Workflow - login
7

8. + Have the patient go to Messages, click New Message,
select their provider, then send a relevant message.
+ This will fulfill all of your Stage 2 Patient Engagement
Meaningful Use measures for this patient
Workflow – send message
8