Health Connect and Accession Patient in Profile

important notice starting july 2025 , the health connect and provider direct mobile apps will no longer be supported users are encouraged to transition to the web versions for continued access key details a persistent deprecation notice will appear on every app launch, informing users of the transition the web versions are optimised for all devices, offering enhanced features, better security, and a seamless user experience during the transition period, users can still access app features after acknowledging the notice post deprecation, the app will display a message directing users to the web version, with a customer friendly link (e g , "health connect" or "provider direct") to the web portal action required users should begin transitioning to the web version to ensure uninterrupted access to their accounts overview this article is targeted at users of health connect and accession it focuses on where you can view and/or action health connect & accession items in profile accession videos there are a number of helpful accession videos located in the videos folder click here to access the videos related to accession patient health connect requirements app updates users must update the app tot he latest version from the app store to ensure compatibility and access to the latest features portal installation ensure that portals are correctly installed within the profile build ensure that web servers are correctly configured ensure all rules specified in the technical installation guide is configured correctly please reach out to support if you have any questions regarding this step version compatibility version 9 and above supports the portal (patient portal) version 10 1 and above supports the rebranded portal (health connect) version alignment profile version 9 grants access to version 9 of portal profile version 10 0 2 grants access to version 10 0 2 of portal note any profile field names or views that reference "profile patient portal" pertain to and support the functionality of the health connect and accession portals alter patient/internet view patient access to health connect portal & accession is controlled in alter patient/internet view for the specific patient check the allow this patient to connect via profile patient portal checkbox to enable the patient to log in press ok in the confirmation dialog box set the username for the patient in the logon id field click change to reset password the change password window will appear take note of the password, and click generate when complete select an onthego profile from the dropdown list in the onthego profile field, if different from default if relevant, select the pos in the pos field under which the patient will log on note the above steps relate to the clinic managing the registration process if the clinic has enabled health connect provider and accession self registration, steps 2 and 3 will be completed by the patient other options and fields reset acknowledgment message check this checkbox if you require the patient to review and acknowledge the acknowledgement message every time they log in to accession see the text tab in organisation/preferences/profile patient portal to view/alter the acknowledgement message reset terms and conditions press this button if you want the terms and conditions to be presented again last read on the date on which the patient last acknowledged the acknowledgement message web last visit the date and time of the patient’s most recent health connect & accession session unlock if this button is enabled, it means the patient’s health connect portal & accession account has been locked, after exceeding the number of unsuccessful logins set in the security tab of the health connect portal preferences press the unlock button to remove the lock see the security tab in organisation/preferences/profile patient portal to view/change security preferences patient items health connect & accession patient 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 the practice can view and accept or decline items created or modified by patients in profile patient modified accession items the work centre/patient items view shows activities and items that have been performed in health connect & accession this can include appointment requests, patient created clinical notes, changes to demographics, messages, and questions appointments appointments booked through health connect & accession appear in real time in profile in the audit tab of the edit appointment window , the log will show that the appointment was booked by the patient an additional notice appears in the provider’s work centre/patient items view changes to the type, date and time, provider or pos can be made here to add additional details such as appointment reason, click to open the edit appointment window click to delete the appointment, or to accept the appointment press apply to save or revert to go back to the original information appointments will only be available for booking through health connect & accession when the associated appointment rule in maintain/appointment/rules has allow online booking checked with the associated onthego profile permitted interventions appointments for the interventions can be made from care plans these appointments will automatically be linked to the associated intervention in profile, provided the interventions have been added as part of an appointment rule go to maintain/appointments/rules open the applicable appointment rule press the permitted interventions window will open add interventions that may be booked during the times specified within the appointment rule by entering their associated service code press to save the permitted interventions press to save the changes made to the appointment rule clinical notes patient created clinical notes appear in the work centre/patient 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 to annotate the encounter, click ; to mark the encounter as complete or incomplete, click ; to sign the encounter, click ; and to forward the clinical note, click press apply to save or revert to go back to the original information patient demographics demographic changes made by the patient in health connect or accession appear in work centre/patient items view the changes appear in red and are automatically updated in profile check the checkboxes beside field names and click to undo changes or click to acknowledge the entire item click to open alter patient press apply to save or revert to go back to the original information messages messages between the patient and the clinic can be viewed in work centre/patient items view to add a participant, click ; to leave a conversation, click ; to acknowledge a message or all messages, click or press apply to save or revert to go back to the original information they also display in the patient’s medical record in the messages view ask a question questions asked by patients appear in work centre/patient items view enter a response in answer field, and change the status to answered or change the 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 additionally, a fee can be assigned when answering the question in the patient items view by entering an amount in the amount field doing so will automatically create a private invoice to the patient for the amount specified the financial provider can be specified for the invoice prescriptions refills the requests for prescription refills can be viewed and actioned 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 solutions portal headlines the headline manager window allows an administrator to control messages that are presented to users or patients on the accession portal within the home view go to organisation/headline manager to create a new headline, click in the headline manager toolbar to edit an existing headline, highlight it and click the headline window will open in the headline field, select a headline category from the dropdown menu enter your desired description in the field next to the category enter your desired summary in the summary field if necessary, enter a url in the more information url field, if a webpage has been set up to give users more information in the date fields, set a validity period for the headline in the type field, select patient from the dropdown menu this will ensure the headline will appear in the health connect and accession patient portals press to save the data and close the window below is an example of a headline as well as the outcome on the accession portal health connect settings the profile patient portal settings view in control centre/manage allows for management of patients’ use of health connect & accession toolbar icons select or deselect patients for editing enable or disable health connect & accession access set the onthego profile set a patient’s login parameters force a password change for the patient upon their next login create a group from the selected patients for health connect & accession management purposes to load a list of patients based on criteria, the following fields function as below group load a specific group of patients grouped previously in this view profile refers to the access level profiles as set up in health connect & accession patient preferences enabled whether the patient has accession enabled, disabled, or both has email whether the patient has an email address in alter patient has cell phone whether the patient has a cell phone number in alter patient last login a calendar dropdown allows for selection of a particular date options are before or after the selected date, or never load load the patients based on the criteria entered clear clear the patients based on the criteria entered