---
title: Accession Patient
slug: portal-sub/accession-patient
docTags:
createdAt: 2026-03-04T12:03:15.760Z
---
**User Manual**
Accession
Patient
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/TDbNWc2z993zh8hiGLNYS_fc9niiklm6plpq-ssv7ybkt9tqpnqq2za.png" size="66" alt="A blue and grey logo
Description automatically generated" isUploading="false" initialPath="assets/FC9NiI_KLM6PLPq-SSv7YbkT9TQpNqq2ZA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/FC9NiI_KLM6PLPq-SSv7YbkT9TQpNqq2ZA.png" position="flex-start" showCaption="false"}
Suite 550 - 375 Water Street,
Vancouver, British Columbia, Canada, V6B 5C6
Table of Contents
[Accession Patient Portal](docId\:vFi1GP-ii-5HBSV85e85H)
Logging in to the Patient Portal
Home
Appointments
Problem List
Care Plans
Prescriptions
Investigations
Referrals
Flow Sheets
Clinical Outcomes
Clinical Notes
Reference Series
Linked Clinical Records
New Clinical Note
Ask a Question
Account
Change Your Details
Log Off
[Alter Patient / Internet view](docId\:vFi1GP-ii-5HBSV85e85H)
[Accession Patient Configuration](docId\:vFi1GP-ii-5HBSV85e85H)
Setup
Text 21
Custom Texts
Pictures
Your HTML
Alerts
Security
Templates
Other
[Managing Accession Related Fees](docId\:vFi1GP-ii-5HBSV85e85H)
Ask a Question fees
[Ac](docId\:vFi1GP-ii-5HBSV85e85H)[cession Items](docId\:vFi1GP-ii-5HBSV85e85H)
Viewing Patient-Modified Accession items
[Accession Settings](docId\:vFi1GP-ii-5HBSV85e85H)
# Accession Patient Portal
Patient Accession allows the patient to be an active participant in their care. Depending on the access permissions set up by the practice, the patient can make appointments, request prescription refills and review their clinical information, among many other actions. This document describes all areas of the Patient Accession web portal.
## Logging in to the Patient Portal
When Accession is licensed, your clinic will be given a URL to provider your patients with to use the Accession web portal. Access to the web portal is granted on a patient-by-patient basis, and is configured within Profile. More information on granting permission to the web portal can be found in the Accession Configuration documentation.
When the patient navigates to the URL, they will be prompted to enter their username and password. After successful login, they will be in the web portal at the **Home** view.
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## Home
The **Home** view shows headline information, configured by the practiceusing the Headline Manager found in **Organization/Headline Manager**, and any created alerts for patients. The Alerts are configured as mentioned later in the document, under Accession Patient Configuration.
## Appointments
The **Appointments** view shows past and pending appointments.
To book an appointment, select a date range in the **Look Between** fields, select the appropriate POS, provider, and appointment type, and click **Search**. From the available appointments, click **Book** to request the appointment.
| Appointments booked through Accession appear in real-time in Profile. In the **Edit Appointment **window **Audit **tab, the log will show that the appointment was booked by the patient. An additional notice appears in the provider’s **Work Centre/Accession Items** view. Please refer to the Accession Items section of this document on Viewing Patient Modified Accession Items.
Appointments will only be available for booking through Accession when the associatedappointment rule in **Maintain/Appointment/Rules** has “Permit Accession” checked with the associated Accession Profile. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/BgpkOfZ_RHpcmHC-BuEuO_zb7si-bp8k-0x0i71ayvvf6fpkzbvknspa.png" size="51" isUploading="false" initialPath="assets/Zb7si-bP8k-0x0I71AyVVf6fpKzbvKnSpA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Zb7si-bP8k-0x0I71AyVVf6fpKzbvKnSpA.png" position="flex-start" showCaption="false"} |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
## Problem List
The **Problem List **view shows the current problems for the patient, including diagnoses, adverse problems and procedures.
Select **?** at the end of each problem to access a summary and web link to more information.
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By default these are blank and must be customized by the practice. These are configured by going to** Organisation/Preferences/Accession/Accession Patient/Text** tab. Select the **Problem List/Info** option. This opens a new window, where a list of coded problems can be created for which you wish to add additional information.
## Care Plans
The **Care Plans **view shows interventions that are still due or all interventions, depending on which radio button is selected.
Appointments for the interventions can be made from here using the **Make Appointment** button. These appointments will automatically be linked to the associated intervention in Profile.
## Prescriptions
The **Prescriptions** view shows current prescriptions and allows the patient to ask for prescription refills, pending approval by the provider.
This is the one interaction that does not appear in the **Work Centre/Accession Items** view. The information will show directly in the **Work Centre/Prescription Refills** view. The Prescription Refills module may not be enabled for your practice. Further documentation on Prescription Refills is available on the Intrahealth Self Service Centre website.
## Investigations
The **Investigations** view is similar to the **Results **view in Profile, lab results and radiology results can be seen from here.
## Referrals
The** Referrals **view is similar to the **Referrals** view in Profile. Current and past inward or outward referrals can be seen from here.
| **NOTE:** | |
| -------------------------------------------------------------------------------------------------------------------------------- | - |
| Hovering over the external provider provides a hint box showing contact information from the External Providers list in Profile. | |
## Flow Sheets
The **Flow Sheets **view is similar to the **Flow Sheets **view in Profile. Chronic disease observations from existing CDM forms are tabulated for comparison.
## Clinical Outcomes
The **Clinical Outcomes** view is similar to the Measures view in Profile. Measures are displayed based on date range and can be displayed as either a Graph or Table, using the **Show As** dropdown.
## Clinical Notes
The **Clinical Notes **view is similar to **Encounters **view** **in Profile. Clinical notes are shown and can be sorted by their associated problems.
## Reference Series
The **Reference Series **view is similar to the** New Encounter/Reference Series **view** **in Profile. For patients with existing reference series/growth chart data, the appropriate reference series can be selected from the drop-down menu and displayed.
The **Show values** checkbox will enable labelling the measure values directly onto the graph.
## Linked Clinical Records
The **Linked Clinical Records **view allows patients to add links to other patients’ Accession portals, such as their family members.
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To link other Accession-enabled patients:
| 1. Press the **Add link** button to add another patient.
2. Enter the **User name** and **Password** for that patient’s Accession portal. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Ee14UYOUblSndR-_mw985_bhqfjgesujpouno1n6112iqofgbnwmsjw.png" size="37" isUploading="false" initialPath="assets/bHqFJGesUjp_OUnO1n6112IQOfgbnWMSjw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/bHqFJGesUjp_OUnO1n6112IQOfgbnWMSjw.png" position="flex-start" showCaption="false"} |
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1) The patient will now be visible in the **My linked clinical records** section.
2) To open another patient’s Accession portal, simply click on their name. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/zxA3tVWtuw81s_lvicAgr_tmldwelfip7b3lujnyhqttlgewtjn0ioa.png" size="32" isUploading="false" initialPath="assets/TMldweLfIP7b3LuJnYhQttlGewtj_n0iOA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/TMldweLfIP7b3LuJnYhQttlGewtj_n0iOA.png" position="flex-start" showCaption="false"} |
| 1. Patients who have had their clinical record linked through another patient’s Accession portal will see the names of patients who they have been linked with in the **My record is linked by** section. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Dyr2UIi80vUmT-8eh16RY_rljndksu3ia9mt63elzkydaw-gtxnvgbeq.png" size="44" isUploading="false" initialPath="assets/RlJNdkSU3IA9MT63eLzkYDaw-gTxnVgbEQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/RlJNdkSU3IA9MT63eLzkYDaw-gTxnVgbEQ.png" position="flex-start" showCaption="false"} |
## New Clinical Note
The **New Clinical Note **view allows a patient to enter his or her own clinical notes and/or observations.
Patient-created clinical notes appear in the **Work Centre/Accession Items** view to be reviewed by the provider. The provider can sign the note, which will then appear as an Encounter in the patient’s medical record, with the author being the patient.
There are two panels in this view. The top **Clinical Note** panel is a free text area where notes can be typed. The bottom **Clinical Observations*** *panel can be used utilized for custom forms. These are the same CDO forms as found in or created\* in **Maintain/Templates/ Health Record Collections**. They are linked to Accession in the** Organisation/ Preferences/Accession/Accession Patient/Templates **tab. More information on templates can be found in documentation for Accession Configuration.
| **NOTE:** | |
| -------------------------------------------------------------------------------------------------- | - |
| As with other forms in Profile, creation is an involved process and advanced training is required. | |
## Ask a Question
The **Ask a Question **view allows the patient to ask the provider a question.
Patients can attach files to their questions, such as picture. Questions appear in **Work Centre/Accession Items** view, to be answered by the physician.
## Account
The **Account** view is similar to **Display Transactions **in Profile. Financial transaction history for the patient is shown here.
If PayPal integration is required for your practice, please contact Intrahealth to have a statement of work created.
## Change Your Details
The **Change Your Details **view is similar to **Alter Patient **in Profile. From here, patients are able to change demographic details, such as updating their address or phone numbers.
Additionally, the patient is able to manage their Security Questions in the event they are unable to log into Accession.
Changes made appear in **Work Centre/Accession Items** view. The changes made by the patient appear in red and are automatically updated in Profile. The provider has the ability to ‘accept’ the changes, or ‘roll back’ the changes, reverting to the original information.
## Log Off
The **Log Off **view allows the patient to log off of Accession.
# Alter Patient / Internet view
| Patient access to Accession is controlled in **Alter Patient/Internet **view for the specific patient.
* Check the **Allow this patient to connection via accession** checkbox to enable the patient to log in
* Set the username for the patient in the **Logon ID **field.
* Click **Generate** to reset password.
* Use the **Accession Profile** drop-down list to select the security profile for the patient. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/w8s6Xevo6xF1z_di473pI_lh0dp65wekaa9fkkfa2riwal6fp6hvlo-a.png" alt caption} |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
# Accession Patient Configuration
Once Intrahealth has licensed Accession Patient, it can be configured through Accession Patient preferences, **Organisation/Preferences/Accession/Accession Patient**. The Accession Patient Preferences window will open.
## Setup
The first tab is **Setup**. Ensure there is a checkmark in the checkbox next to **Enable Accession Patient**.
| There is a Default profile set up that has all the permissions for a patient turned on. However, these permissions can be customized by the provider to dictate how much access the patient will have to his or her records, and to the practice information. Double-click on the **Default **profile in the **Accession Profiles*** *table to access the permissions. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/01XVhi1I8vfYNQcoq-Ijq_uzehkdvxjwzssykosrmcfrh8ldwwhxoaa.png" size="72" isUploading="false" initialPath="assets/uzEh_KDvXjwzSsyKOsRMCFrh8ldwwHXOaA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/uzEh_KDvXjwzSsyKOsRMCFrh8ldwwHXOaA.png" position="flex-start" showCaption="false"} |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Left-click in the **Value** field for the property and enter the modifications. Each category has both a **Write** property and an **Enable** property. As an example, patients can be allowed to see their appointments but not create new ones if the **Enable** value is **Yes** but the **Write* ***value is **No**.
A description of the preference selected is visible in the bottom panel. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4Do_d6JjIAfMwIAtBmCUg_6-5k2x1cda4sh5ywhqlaajfaezw-08n6g.png" size="75" isUploading="false" initialPath="assets/6-5K_2x1Cda4SH5YWhQlaAjFAeZW-08N6g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/6-5K_2x1Cda4SH5YWhQlaAjFAeZW-08N6g.png" position="flex-start" showCaption="false"} |
| **NOTE:** | | |
| Additional Accession Profiles can be created by left-clicking
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back in the Accession Profiles table toolbar so that different patients can be granted more or less access than others. | | |
|
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## Text
| The **Text **tab allows for text to be added for the different views or events in Accession Patient, wherever there is **More Information**, **Information**, or a **Help** button.
To edit any of these areas, double-click on the applicable line. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/19X4_Vvqz6Q9dsRYQdvqj_pbpqeymcb5hnmduefsg9cnynjomlqvjgw.png" size="72" isUploading="false" initialPath="assets/PbPqeYmcb_5hNMDuEfsG9CNYnjOmLQVjgw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/PbPqeYmcb_5hNMDuEfsG9CNYnjOmLQVjgw.png" position="flex-start" showCaption="false"} |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
## Custom Texts
| The **Customs Texts** tab allows editing of Terms and Conditions and the Privacy Statement.
In the **Security** tab, these items can be configured to require acceptance on a patient’s first log in. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RfTfhYeLqk5cJy_FMeZXg_h840hccwtsm-dxjumhb-utp6zyt-ark90q.png" size="96" isUploading="false" initialPath="assets/h840hCCwTSM-DXjUmHb-UTp6ZyT-aRK90Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/h840hCCwTSM-DXjUmHb-UTp6ZyT-aRK90Q.png" position="flex-start" showCaption="false"} |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
## Pictures
| The Pictures tab allows a custom webpage header to be created. Use the **Header** and **SubHeader*** *fields to enter text, **Load** images to display in the header, and customize the **Background** and **Font** colours to match to the image. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/QxmxTd6f1jSAIpYMZksi5_cukej3k3z68q9zi6koqbkiwqs1qj0plxa.png" size="72" isUploading="false" initialPath="assets/CukEJ3k3Z68q9zI_6kOQbKiwqs1qJ0PLXA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/CukEJ3k3Z68q9zI_6kOQbKiwqs1qJ0PLXA.png" position="flex-start" showCaption="false"} |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
## Your HTML
| The **Your HTML** tab gives clinics a place to maintain their own page within Accession Patient. The free-text area can be populated with HTML (hyper-text markup language) code.
An example, as seen right, is a very basic piece of HTML code to populate clinic hours. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Jg3mDvHfp_F5XhVW2QZN6_tdk99xjbsu6d5ngi75oj0hfysybahgxg.png" size="72" isUploading="false" initialPath="assets/TDK99xJbSu6D5ngI_75Oj0HFysY_baHgxg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/TDK99xJbSu6D5ngI_75Oj0HFysY_baHgxg.png" position="flex-start" showCaption="false"} |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
## Alerts
| The **Alerts** tab allows alerts to be added in to show in the **Home** view of Accession Patient. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/fZTvzD9U4ncvXgat-s5IS_es29lrwopwyf-gapoggllvlvmv6fpaxy7w.png" size="10" isUploading="false" initialPath="assets/Es29lrWopwyf-gaPoggLLVLVmv6fPaxy7w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Es29lrWopwyf-gaPoggLLVLVmv6fPaxy7w.png" position="flex-start" showCaption="false"}
to enter a new Accession Alert or edit an existing alert. Click **OK** to save. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_JpZGQl6UFaN4Z0KvDV4a_rdpusym3kjzcp0ed0dwwmn2mykd8vpz9-a.png" size="77" isUploading="false" initialPath="assets/rDpuSYM3kJzcP0ED0dWwmn2myKd8VPZ9-A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/rDpuSYM3kJzcP0ED0dWwmn2myKd8VPZ9-A.png" position="flex-start" showCaption="false"} |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
## Security
| The **Security** tab allows password and security question options to be chosen, or a password macro to be used.
The **Require acceptance of terms and conditions** checkbox will require patients to accept the terms and conditions as defined in the **CustomTexts** tab upon first login. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/H6ENu94l_S9zY-Kmi1IbN_bavsud1fjpbokv2qhrunrxfkv7b7mgkww.png" size="72" isUploading="false" initialPath="assets/BAVSUD1FJp_bokv2QHrUNRXfKv7b7mgkWw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/BAVSUD1FJp_bokv2QHrUNRXfKv7b7mgkWw.png" position="flex-start" showCaption="false"} |
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
## Templates
| The **Templates** tab allows forms to be used in Accession, either provided by Intrahealth or created by your practice. Left-click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jJENufasspK_9iNi4nIWB_fkdus-lvhd430-la0usmipe-eg1mjzlhg.png" size="10" isUploading="false" initialPath="assets/FKDus-lVHd430-lA0usMipe-eG1mjZ_LHg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/FKDus-lVHd430-lA0usMipe-eG1mjZ_LHg.png" position="flex-start" showCaption="false"}
to show forms. Left-click the category to show the content, and left-click on the desired form. Click **OK** to select the form.
Enter the patient filter if necessary, which allows a group (ex. Diabetes) to be chosen, and select the desired Accession Profile. Click **OK **to save. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Uhu1HChWPL3jhE7TZTxBV_koxik9bwutiisfllcdvgqu6c-hyszptkw.png" size="72" isUploading="false" initialPath="assets/ko_XiK9bwUtIIsflLcdVgQU6C-HYszPtKw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ko_XiK9bwUtIIsflLcdVgQU6C-HYszPtKw.png" position="flex-start" showCaption="false"} |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
## Other
| The **Other** tab contains short codes for Question Categories.
Question Categories are populated in the **Ask a Question** view of the patient portal.
These can later on be used in the Accession Items view to filter through patient questions, so that they may be directed to the appropriate party. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8oiC_FCJJ0I24XTLW_qwD_b2zicncnlqsh06l8dge33xl14luvp6gyfg.png" size="72" isUploading="false" initialPath="assets/b2ZIcNcnLqsh06l8DgE33xL14lUVp6gyFg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/b2ZIcNcnLqsh06l8DgE33xL14lUVp6gyFg.png" position="flex-start" showCaption="false"} |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
# Managing Accession Related Fees
Accession Patient allows for multiple optional revenue sources. The following explains how these fees can be maintained and tracked by a clinic.
Under **Organization / Preferences / Accession / Accession Patient**, in the **Setup** tab, double-click an access profile (in this example, we are using “Default”).
Under the “**Fees**” property, multiple service codes are listed.
| **ACCESSIONMED** | Default service code for billing of Medication Refill Requests. This fee will be automatically billed to the patient upon an approved medication refill from Accession. |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **ACCESSIONMON** | Default service code for billing of Accession Monthly Fee. This fee will be automatically billed to the patient at the end of the month, with a partial fee calculated if necessary. |
| **ACCESSIONNEW** | Default service code for billing of SignOn Fee. This fee will be automatically billed to the patient each time they sign onto the Accession Patient portal. |
Fees can be assigned through this menu – therefore, fees may be different for different access Profiles.
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## Ask a Question fees
Additionally, if a patient asks a question through the patient portal **Ask a Question **view, a fee can be assigned when answering the question in the **Accession Items** view. Doing so will automatically create a private invoice to the patient for the amount specified. The **Financial Provider** can be specified for the invoice.
The invoice as generated from the above screen:
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# Accession Items
Patient Accession allows the patient to be an active participant in their care. Depending on the access permissions set up by the practice, the patient can make appointments, request prescription refills, etc. This document describes how to view and accept or decline items created or modified by patients in Profile.
## Viewing Patient-Modified Accession items
| The **Work Centre/Accession Items** view shows activities and items that have been performed in accession. This can include appointment requests, patient-created clinical notes, changes to demographics, and questions. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mcpO834EB2g_-2tUdSdQz_dz9lxabpebudmr2ik55819g0s4bdgjwkiq.png" alt caption} |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iXV2lr838UckJgnyYJhDp_lnusktdjbpluehha3wmpieq9ahlekcvq.png" size="10" isUploading="false" initialPath="assets/LnuSkTdJbPluehhA3wMpIeq9Ah_lEk_CVQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/LnuSkTdJbPluehhA3wMpIeq9Ah_lEk_CVQ.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/JFwqNwYqQynuU34o8ad2e_7e2ytth4kz1oqhl4ufglycid9hmyeeumw.png" size="10" isUploading="false" initialPath="assets/7E2yTTh4kz1oQhl4u_FgLycid9hMyEeumw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/7E2yTTh4kz1oQhl4u_FgLycid9hMyEeumw.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/pfIbZ-CJoPYAep80yomJN_yg8vloqkgjgfhn9wecjsuulfk2kdv0pug.png" size="10" isUploading="false" initialPath="assets/yG8VloqkGJGFhn9wECjSuULFk2kd_V0Pug.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/yG8VloqkGJGFhn9wECjSuULFk2kd_V0Pug.png" position="flex-start" showCaption="false" indent="2"}
* **Appointments **– Make any changes to the date and time, to add additional details such as appointment reason, click the
:::Paragraph{indent="1"}
icon to open the Edit appointment window. Click
:::
:::Paragraph{indent="1"}
to delete the appointment, or
:::
:::Paragraph{indent="1"}
to accept the appointment. Click **Apply** to save.
::: | |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XP5NPD2MsnaVYnqFkgs0F_rpfukwg2gbbkrq17pomm9h0jnnyjy3fctw.png" size="10" isUploading="false" initialPath="assets/rpfukWg2GbBkRq17POmm9H0jNnYjY3fCTw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/rpfukWg2GbBkRq17POmm9H0jNnYjY3fCTw.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/LRzzmIdk3UoXXsY3yE_kM_z2f2949n3docztuglbjo56d9imntph74cq.png" size="10" isUploading="false" initialPath="assets/Z2f2949N3doCZTUGlBjO56D9imntPH74cQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Z2f2949N3doCZTUGlBjO56D9imntPH74cQ.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_OJ-KY1s1FdSmHffLaQ_2_wip4nybvkrwxpm73wvcsgv5goik4ptgtiw.png" size="10" isUploading="false" initialPath="assets/wip4NyBvKRWxpM73WVCsgV5GOIK4ptGTiw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/wip4NyBvKRWxpM73WVCsgV5GOIK4ptGTiw.png" position="flex-start" showCaption="false" indent="2"}
* **Demographics** – Updated fields will appear in red, use checkboxes beside field names and click
:::Paragraph{indent="1"}
to undo changes. Click
:::
:::Paragraph{indent="1"}
to open Alter Patient, click
:::
:::Paragraph{indent="1"}
to acknowledge the entire item, click **Apply** to save.
::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ABMkYemLD7qjpLXuGi9cC_q2oja1odwuchfcoenmu43uddnp55q8gvcq.png" size="79" isUploading="false" initialPath="assets/q2ojA1odWUChFCOENmU43uDdnp55Q8gVcQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/q2ojA1odWUChFCOENmU43uDdnp55Q8gVcQ.png" position="flex-start" showCaption="false"} |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/uKgvWXLSI9ycly3bGqWcR_7xcjkdrcmoxkdmxuko67q0b6usun-k8ew.png" size="10" isUploading="false" initialPath="assets/7xcjkDRCmoXkdmxUKO67_Q0B6UsUn-K8Ew.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/7xcjkDRCmoXkdmxUKO67_Q0B6UsUn-K8Ew.png" position="flex-start" showCaption="false"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/WzMqC9mhMlxXjz513hbc4_3gcmponlqs8di1jeaqaoajyapgqre8-06w.png" size="10" isUploading="false" initialPath="assets/3GcMpOnLQs8DI1JeaQaoAjYApGqRe8-06w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/3GcMpOnLQs8DI1JeaQaoAjYApGqRe8-06w.png" position="flex-start" showCaption="false"}
* **Questions** – Type response into Answer field, and change the Status to **Answered**.
Alternately, change status to **Declined**.
Click
, or type the user’s code into the **Provider** field to create a task to view this question.
Use
to include files, such as medical hand-outs. Use the **Amount** and **Financial Provider** fields to charge for the question, an invoice will be created automatically.
** ** | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UruvSN03e4ZR5am5dvWDl_zws3tn0ezlgp1olcxjzrj-cqzs4cupvzq.png" size="95" isUploading="false" initialPath="assets/z_wS3tn0EzlgP1oLcxjzrj-Cqzs4CupVZQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/z_wS3tn0EzlgP1oLcxjzrj-Cqzs4CupVZQ.png" position="flex-start" showCaption="false"} |
| - Prescription Refills created by patient can be viewed and actioned in the **Work Centre/Prescription Refills **view.
See additional documentation on **Prescription Refills** for more information on this area of Profile. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/2DvmH_oqhyv-SNQenk9vX_8kdiqhn5b-ianzpkdd1orreehkjjpfydg.png" alt caption} |
# Accession Settings
The Accession Settings view in **Control Centre / Manage / Accession Settings** allows for management of the clinic’s use of Accession.
Toolbar icons:
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/NhEUHyV5DfuhfcAIxbDBn_v7ecqznc88s1wwjrlayaxne7kejdzgwrw.png" size="12" isUploading="false" initialPath="assets/V7ecqzNC88S1wwjrLAyaxnE7kEJdZGWR_w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/V7ecqzNC88S1wwjrLAyaxnE7kEJdZGWR_w.png" position="flex-start" showCaption="false"} | Select or deselect patients for editing. |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------- |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/2bnCf8vr_uf5sXMqwIp0G_ggwiuxw-p1pyfuvz3mjxxq2v7eic1duyg.png" size="10" isUploading="false" initialPath="assets/gGwIUxW-p_1PYfuVZ3MjxXq2V7EiC1dUyg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/gGwIUxW-p_1PYfuVZ3MjxXq2V7EiC1dUyg.png" position="flex-start" showCaption="false"} | Enable or disable Accession access. |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dHyKJUjUrudAw3GZGZkY2_zu5ujpqdnykh2zhmvlc8gnn5xiz6osjcw.png" size="10" isUploading="false" initialPath="assets/Zu5uJpq_dnYKH2ZhMvLc8GnN5xIZ6OSjcw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Zu5uJpq_dnYKH2ZhMvLc8GnN5xIZ6OSjcw.png" position="flex-start" showCaption="false"} | Set a patient’s login parameters. |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/wB6c2nl8kPel4oNnb4RaI_mre6lw1ogdgod9obhrhgf1ubknfglqz00w.png" size="10" isUploading="false" initialPath="assets/MRe6lw1OGdGOD9ObhrhGf1uBKnfgLQZ00w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/MRe6lw1OGdGOD9ObhrhGf1uBKnfgLQZ00w.png" position="flex-start" showCaption="false"} | Force a password change for the patient upon their next login. |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/lV9dlr4a-7OoZnIoAoPjT_qejvx-zqp0vuhicco8gdig7sepl8n05kq.png" size="10" isUploading="false" initialPath="assets/q_Ejvx-zqP0VuhIccO8GDig7SEPL8n05KQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/q_Ejvx-zqP0VuhIccO8GDig7SEPL8n05KQ.png" position="flex-start" showCaption="false"} | Create a group from the selected patients for Accession management purposes. |
To load a list of patients based on criteria, the following fields function as below:
| **Group** | Will, as above, load a specific group of patients grouped previously in this view. |
| -------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Profile** | Refers to the access level profiles as set-up Accession Patient preferences. These can be accessed and edited at **Organization / Preferences / Accession / Accession Patient**, under the **Setup** tab. |
| **Enabled** | Whether the patient has Accession enabled, disabled, or both. |
| **Has email** | Whether the patient has an email address in **Alter Patient / General.** |
| **Last login** | A calendar drop-down allows for selection of a particular date. Options are before or after the selected date, or never. |
| **Load/Clear** | Will load or clear the patients based on the prior criteria entered. |