Practice Manager

Patient Portal

Estimated read time: 10 mins
Patient Portal Video

Create a custom list of patients meeting criteria you select, and follow up on Reminders for unscheduled treatment and recall appointments.

Each front office team member will need to access the Patient Portal on a daily basis, to take action on important reminders and identify the best patients to contact to fill the schedule. Reminders can also be followed up on in the Tasks View of the Front office Module.

The PATIENTS View in the Patient Portal can be filtered by applying various filters from the Add Filter Menu to create a targeted list of patients meeting criteria of your choice.

You can apply as many filters as you prefer and even use the SAVE feature to lock your Filter choices in for future use.

The REMINDERS View of the Patient Portal contains a list of all the Reminders that have been created in Jarvis for follow up with patients.

Reminders are created one of two ways:

  • Auto Reminders are Enabled (How to Setup AutoReminders)
  • Reminder is manually created from the TX Miner or Hygiene Recall or the Patient Information Card

You can choose to display Reminders assigned only to you or to others by using the Assigned To filter.

Use the Drop Down REMINDER TYPE field to filter to one type of Reminder at a time, or you can leave all types displayed.

Click the box next to patient’s name to view patient information details, including contact information, insurance $ remaining, treatment plan dollars and appointment history.

Click the three green dots in the Action column to record your Follow Up Action in Jarvis.

Once you have completed a Reminder Task, you will need to choose an outcome for the Reminder by clicking Update Reminder. You can also Reschedule a Reminder by clicking Update Due, Assign to a different Team Member by clicking Assign Reminder or Remover the Reminder by clicking Delete.


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