s5 patient portal - center for evidence based ehealth online rev_05_04_07

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Created on 5/4/2007 4:47:00 PM Page 1 of 42 Enterprise eHealth Interoperability According to the Centers for Medicare and Medicaid Services CMS, e-health refers to the use of web-enabled systems and processes to accomplish some combination of the following goals: Improve or enhance medical care, improve patient involvement in their medical care and their overall satisfaction with the health care experience, streamline operations and business practices, control expenditures. This eHealth Portal Functionality Questionnaire is divided into (8) Health Web Site Domain Sections and can be completed one domain at a time. Hospital client information is automatically populated based on the facility provider number for accurate client identification and characteristics from CMS recent Cost Report HCFA 2552-83. Factoid: Number of hospitals submitting 2006 CMS Cost Reports = 3737 Section 5: Patient Portal Domain Demographics Portal Inventory Consumer Portal Employee Portal Patient Portal Physician Portal Web Standards Survey Enterprise Site Assessment - Marketing S5 Center for Evidence Based eHealth

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Page 1: S5 Patient Portal - Center for Evidence Based eHealth Online REV_05_04_07

Created on 5/4/2007 4:47:00 PM Page 1 of 42

Enterprise eHealth Interoperability

According to the Centers for Medicare and Medicaid Services CMS, e-health refers to the use of web-enabled systems and processes to accomplish some combination of the following goals: Improve or enhance medical care, improve patient involvement in their medical care and

their overall satisfaction with the health care experience, streamline operations and business practices, control expenditures.

This eHealth Portal Functionality Questionnaire is divided into (8) Health Web Site Domain Sections and can be completed one

domain at a time. Hospital client information is automatically populated based on the facility provider number for accurate client

identification and characteristics from CMS recent Cost Report HCFA 2552-83. Factoid: Number of hospitals submitting 2006

CMS Cost Reports = 3737

Section 5: Patient Portal Domain

Demographics

Portal Inventory

Consumer Portal

Employee Portal

Patient Portal

Physician Portal

Web Standards Survey

Enterprise Site Assessment - Marketing

S5 Center for Evidence Based eHealth

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1) Verify %q528%

Yes

Patient Portal Domain

Survey Administrator:

You are about to administer the Consumer Portal Survey. Please record the responses to the

best of the client-respondent's ability to answer.

2) Does your organization have a Patient Portal?

Yes

No

3) Does your organization have any plans to deploy a Patient Portal?

Yes

No

4) What is your timeline for deployment of a Patient Portal?

You may select more than one response

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

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None of the above

Other (please specify)

If you selected other, please specify:

5) What is the progress of the budget process for the Patient Portal?

You may select more than one response

Zero progress

Preliminary research

Presented budget

Approved

Funded to allocation

Do not know

Other (please specify)

If you selected other, please specify:

[page break]

6) How many patient registrations (enrollments) do you currently have?

100 - 999

1000 - 4999

5000 - 9999

10000 - 14999

15000 - 19999

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20000 - 25000

> 50000

> 100,000

Other (please specify)

If you selected other, please specify:

7) Does the patient portal feature health related content resources within the portal?

Yes

No

8) Does your organization have any plans for health related content resources?

Yes

No

9) What is your timeline for deployment of health related content resources?

You may select more than one response

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

None of the above

Other (please specify)

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If you selected other, please specify:

10) What is the progress of the budget process for health related content resources?

You may select more than one response

Zero progress

Preliminary research

Presented budget

Approved

Funded to allocation

Do not know

Other (please specify)

If you selected other, please specify:

[page break]

11) Are patients allowed to personalize the content to meet their specific health needs?

Yes

No

12) Are patients allowed to download health content from the site?

Yes

No

13) Are patients allowed to email content to friends and/or family?

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Yes

No

14) Does the Patient Portal allow patients to personalize other site features or site pages?

Yes

No

15) Does your organization plan to deploy patient personalization site features or site pages?

Yes

No

16) What is your timeline for deployment of a patient personalization feature?

You may select more than one response

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

None of the above

Other (please specify)

If you selected other, please specify:

17) What is the progress of the budget process for the patient personalization feature?

You may select more than one response

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Zero progress

Preliminary research

Presented budget

Approved

Funded to allocation

Do not know

Other (please specify)

If you selected other, please specify:

[page break]

18) Does patient portal offer secure messaging between patients & organizational resources?

Yes

No

19) Secure messages between patient and whom?

You may select more than one response

Between patient and physicians

Between patient and nurses or other clinicians

Between patient and general administrative staff

Between patient and others

Other (please specify)

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If you selected other, please specify:

20) Does the Patient Portal incorporate organizational policies ensuring timely response to

patient inquiries?

Yes

No

Other (please specify)

If you selected other, please specify:

21) Does Secure Messaging include a Rules/Workflow Engine for routing messages to

appropriate resources?

Yes

No

Other (please specify)

If you selected other, please specify:

22) Does the organization have the capability to send patient personalized broadcast messages (targeted messaging)?

Yes

No

Other (please specify)

If you selected other, please specify:

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23) Can personalized broadcast messages be grouped and generated by patient demographic

data?

Yes

No

Other (please specify)

If you selected other, please specify:

24) Are patients required to register to gain access to the Patient Portal?

Yes

No

Other (please specify)

If you selected other, please specify:

25) Does your Patient Portal registration process feature the following activities?

You may select more than one response

Online registration form

Printable registration for submitted to snail mail or fax

Online registration approval

Telephone or snail mail approval

Other (please specify)

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If you selected other, please specify:

26) Does the Patient Portal connect the user with the use of a Medical Record Number (MRN)?

Yes

No

Other (please specify)

If you selected other, please specify:

27) Who has ultimate responsibility for Patient Portal approval of the online registration process?

You may select more than one response

Quality Oversight Committee

Admissions Department

Business Office

Other (please specify)

If you selected other, please specify:

28) As part of the process, are patients required to view and agree to terms and conditions in order to register for access to the patient portal?

Yes

No

29) Are patients required to provide electronic consent as part of registering for patient portal

access?

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Yes

No

30) Does the organization make the privacy policy available for viewing during the registration

process?

Yes

No

31) Does the organization provide any opt-in/opt-out features during the registration process?

Yes

No

32) What is the primary form of patient identifier utilized?

SSN Social Security Number

MRN Medical Record Number

PII Personally identifiable information

Other (please specify)

If you selected other, please specify:

33) Does the Patient Portal require patients to credential themselves in order to gain access?

Yes

No

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34) Does the Patient Portal have any of the following features provided?

You may select more than one response

Login

Forgot Password

Forgot Username

Other (please specify)

If you selected other, please specify:

35) Does your organization plan to deploy the above Login features for your Patient Portal?

Yes

No

36) What is your timeline for deployment of the above Login features for your Patient Portal?

You may select more than one response

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

None of the above

Other (please specify)

If you selected other, please specify:

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37) What is the progress of the budget process for the patient personalization feature?

You may select more than one response

Zero progress

Preliminary research

Presented budget

Approved

Funded to allocation

Do not know

Other (please specify)

If you selected other, please specify:

[page break]

38) Does the Patient Portal allow patients to access and maintain Personal Health information (PHI)?

Yes

No

39) Which of the following Patient Health Information elements are accessible on your Patient Portal?

Demographic information

Insurance information

Financial information such as credit card, financial responsibility, etc.

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Employer information

Provider information

Medication List

Health History & Physical

None

Other (please specify)

If you selected other, please specify:

40) Does your organization have any plans to offer access to PHI elements on your Patient

Portal?

Yes

No

41) What is your timeline for deployment of access to PHI elements on your Patient Portal?

You may select more than one response

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

None of the above

Other (please specify)

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If you selected other, please specify:

42) What is the progress of the budget process for access to PHI elements on the Patient Portal?

You may select more than one response

Zero progress

Preliminary research

Presented budget

Approved

Funded to allocation

Do not know

Other (please specify)

If you selected other, please specify:

[page break]

43) Does your organization integrate PHI data with back-end Administrative and Clinical

Systems for your Patient Portal?

Yes

No

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44) Does your organization have any plans to offer PHI data with back-end Administrative &

Clinical Systems for your Patient Portal?

Yes

No

45) What is your timeline for deployment of PHI data for back-end Administrative & Clinical Systems?

You may select more than one response

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

None of the above

Other (please specify)

If you selected other, please specify:

46) What is the progress of the budget process for PHI data for back-end Administrative &

Clinical Systems?

You may select more than one response

Zero progress

Preliminary research

Presented budget

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Approved

Funded to allocation

Do not know

Other (please specify)

If you selected other, please specify:

[page break]

47) Does your Patient Portal allow patients to electronically Pre-register for services?

Yes

No

48) Which services are available for Pre-registration on your Patient Portal?

You may select more than one response

Surgical Inpatient Admission

Maternity Inpatient Admission

Other Inpatient Admission

Ambulatory Pre-visit Interview

Ambulatory Surgical Pre-registration

Other Ambulatory pre-registration

Other (please specify)

If you selected other, please specify:

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49) Does the Pre-registration process integrated with your back-end ADT or pre-registration

system on your Patient Portal?

Yes

No

50) Does your organization have any plans to integrate Pre-registration process with your back-

end ADT or pre-registration system on your Patient Portal?

Yes

No

51) What is your timeline for deployment of Pre-registration integration with your back-end ADT or pre-registration system on your Patient Portal?

You may select more than one response

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

None of the above

Other (please specify)

If you selected other, please specify:

52) What is the progress of the budget process for back-end integration on the Patient Portal?

You may select more than one response

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Zero progress

Preliminary research

Presented budget

Approved

Funded to allocation

Do not know

Other (please specify)

If you selected other, please specify:

53) Does your Patient Portal allow new patients to request appointments online without first establishing a relationship with a physician or your organization?

Yes

No

54) Are established patients the only type of patients allowed to request appointments online?

Yes

No

55) Does your Patient Portal allow patients the ability to schedule their appointments online?

Yes

No

56) Does your organization have any plans for patients to schedule their appointments online?

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Yes

No

57) What is your timeline for deployment of the online patient appointment scheduling

function?

You may select more than one response

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

None of the above

Other (please specify)

If you selected other, please specify:

58) What is the progress of the budget process for online patient appointment scheduling function?

You may select more than one response

Zero progress

Preliminary research

Presented budget

Approved

Funded to allocation

Do not know

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Other (please specify)

If you selected other, please specify:

[page break]

59) Are patients able to request or receive test results via the Patient Portal?

Yes

No

60) On average, how many test results communications are generated per month on the Patient

Portal?

01 - 99

100 - 499

500 - 999

1000 - 1499

1500 - 1999

2000 - 2500

> 5000

> 10,000

Other (please specify)

If you selected other, please specify:

61) Does your Patient Portal display patient test results that follow CLIA regulations reporting units of measurement for the analyte, reference ranges and optional out-of-range alerts?

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Yes

No

Not sure

62) Does the Patient Portal display general information about the test results communicated via free form text messaging?

Yes

No

63) Are actual test results or an annotated version of the test results communicated to the

patient?

You may select more than one response

Actual test results directly from testing laboratory

Annotated version of test results from the hospital HIS/LIS

Electronically scanned copy of test results in communiqué

Other (please specify)

If you selected other, please specify:

[page break]

64) Does your Patient Portal have educational content relevant to the test result attached for

viewing by the patient?

Yes

No

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65) Does your organization have any plans to offer educational content relevant to the test

result attached for viewing by the patient?

Yes

No

66) What is your timeline for deployment of educational content relevant to the test result

attached for viewing by the patient?

You may select more than one response

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

None of the above

Other (please specify)

If you selected other, please specify:

67) What is the progress of the budget process for educational content relevant to the test

result attached for viewing by the patient?

You may select more than one response

Zero progress

Preliminary research

Presented budget

Approved

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Funded to allocation

Do not know

Other (please specify)

If you selected other, please specify:

[page break]

68) Are patients able to view their patient financial account information online?

Yes

No

69) On average how many statements are viewed each month on your Patient Portal?

1 - 99

100 - 499

500 - 999

1000 - 1499

1500 - 1999

2000 - 2500

> 5000

> 10,000

Other (please specify)

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If you selected other, please specify:

70) What types of Statements can patients view online on the Patient Portal?

You may select more than one response

All Statements

Inpatient Statements

Ambulatory Statements

Other (please specify)

If you selected other, please specify:

71) On average how much revenue is collected each month from online payments on Patient

Portal?

$1000 - $4999

$5000 - $9999

$10000 - $14999

$15000 - $19999

$20000 - $29000

$30000 - $39000

$40000 - $49999

> $50,000

> $100,000

Other (please specify)

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If you selected other, please specify:

72) Does your organization have data to support the reduction in A/R cycle days resulting from

offering the services above to patients online?

Yes

No

73) Can patients send secure messages to patient financial accounting staff or other organizational resources regarding questions about their Statements or Accounts?

Yes

No

74) Is the view statements and payment workflow integrated with your back-end financial system?

Yes

No

75) Is the online patient financial accounting workflow integrated with your paper billing

workflow?

Yes

No

76) Does your organization have any plans to offer online patient financial accounting workflow integrated with your paper billing workflow?

Yes

No

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77) What is your timeline for deployment of online patient financial accounting workflow

integrated with your paper billing workflow?

You may select more than one response

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

None of the above

Other (please specify)

If you selected other, please specify:

78) What is the progress of the budget process for online patient financial accounting workflow integrated with your paper billing workflow?

You may select more than one response

Zero progress

Preliminary research

Presented budget

Approved

Funded to allocation

Do not know

Other (please specify)

If you selected other, please specify:

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79) Does your organization offer patients the opportunity to conduct electronic online office

visits (eVisits)?

Yes

No

80) On average how many eVisits are generated per month on your Patient Portal?

1 - 99

100 - 499

500 - 999

1000 - 1499

1500 - 1999

2000 - 2500

> 5000

> 10,000

Other (please specify)

If you selected other, please specify:

81) For what types of symptoms, problems, or services are offered on eVisits function? You may select more than one response

Any Symptom

New Symptoms or Problems

Follow-up care for existing Symptoms or Problems

Chronic diseases

Other (please specify)

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If you selected other, please specify:

82) Are new patients allowed to conduct eVisits without first establishing a relationship with a

physician or your organization?

Yes

No

83) Are patients charged a fee for eVisits on your Patient Portal?

Yes

No

84) Are physicians reimbursed for eVisits on your Patient Portal?

Yes

No

85) Is the Patient Portal eVisit workflow integrated with your back-end Clinical System or EMR?

Yes

No

86) Does your organization have any plans to offer eVisit workflow integrated with your back-

end clinical system or EMR?

Yes

No

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87) What is your timeline for deployment of eVisit workflow integrated with your back-end

Clinical System or EMR?

You may select more than one response

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

None of the above

Other (please specify)

If you selected other, please specify:

88) What is the progress of the budget process for eVisit workflow integrated with your back-end clinical system or EMR?

You may select more than one response

Zero progress

Preliminary research

Presented budget

Approved

Funded to allocation

Do not know

Other (please specify)

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If you selected other, please specify:

89) Does your organization offer patient the opportunity to refill their prescriptions online?

Yes

No

90) On average how many Rx refills are generated per month on your Patient Portal?

01 - 99

100 - 499

500 - 999

1000 - 1499

1500 - 1999

2000 - 2500

> 5,000

> 10,000

Other (please specify)

If you selected other, please specify:

91) Are these Rx requests triaged through an administrative or clinical workflow process?

Yes

No

Other (please specify)

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If you selected other, please specify:

92) Does the Patient Portal Rx refill workflow provide electronic connectivity to pharmacies?

Yes

No

93) Does your organization have any plans to offer Patient Portal Rx refill workflow to provide

electronic connectivity to pharmacies?

Yes

No

94) What is your timeline for deployment of Patient Portal Rx refill workflow to provide

electronic connectivity to pharmacies?

You may select more than one response

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

None of the above

Other (please specify)

If you selected other, please specify:

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95) What is the progress of the budget process for Patient Portal Rx refill workflow to provide

electronic connectivity to pharmacies?

You may select more than one response

Zero progress

Preliminary research

Presented budget

Approved

Funded to allocation

Do not know

Other (please specify)

If you selected other, please specify:

[page break]

96) Does your organization offer patients the opportunity to renew their prescriptions online?

Yes

No

97) On average how many Patient Portal Rx renewals are generated per month?

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1 - 99

100 - 499

500 - 999

1000 - 1499

1500 - 1999

2000 - 2500

> 5,000

> 10,000

Other (please specify)

If you selected other, please specify:

98) Are these Patient Portal Rx requests triaged through a clinical workflow process?

Yes

No

99) Is the Patient Portal Rx renewal process integrated with your back-end clinical system or

EMR?

Yes

No

100) Is the Patient Portal Rx renewal workflow integrated with an e-prescribing tool?

Yes

No

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101) Does your organization have any plans to offer Patient Portal Rx renewal workflow

integrated with an e-prescribing tool?

Yes

No

102) What is your timeline for deployment of Patient Portal Rx renewal workflow integrated with an e-prescribing tool?

You may select more than one response

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

None of the above

Other (please specify)

If you selected other, please specify:

103) What is the progress of the budget process for Patient Portal Rx renewal workflow

integrated with an e-prescribing tool?

You may select more than one response

Zero progress

Preliminary research

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Presented budget

Approved

Funded to allocation

Do not know

Other (please specify)

If you selected other, please specify:

[page break]

104) Does your organization offer patients the opportunity to request referrals online?

Yes

No

105) On average, how many referral requests are generated per month on your Patient Portal?

01 - 99

100 - 499

500 - 999

1000 - 1499

1500 - 1999

2000 - 2500

> 5,000

> 10,000

Other (please specify)

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If you selected other, please specify:

106) Is the Patient Portal referral process integrated with your back-end clinical system or

EMR?

Yes

No

107) Is the Patient Portal referral workflow integrated with back-end eligibility and health plan processes?

Yes

No

108) Does your organization have any plans for Patient Portal referral workflow integrated with

back-end eligibility and health plan processes?

Yes

No

Additional comments:

109) What is your timeline for deployment of Patient Portal referral workflow integrated with

back-end eligibility and health plan processes? You may select more than one response

FY 2007

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FY 2008

FY 2009

FY 2010

FY 2011

None of the above

Other (please specify)

If you selected other, please specify:

110) What is the progress of the budget process for Patient Portal referral workflow integrated

with back-end eligibility and health plan processes?

You may select more than one response

Zero progress

Preliminary research

Presented budget

Approved

Funded to allocation

Do not know

Other (please specify)

If you selected other, please specify:

111) In last 12 months, what is the number of Prescription request made on your Patient

Portal?

01 - 99

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100 - 499

500 - 999

1000 - 1499

1500 - 1999

2000 - 2500

> 5,000

> 10,000

Do not have this functionality

Other (please specify)

If you selected other, please specify:

112) In last 12 months, what is the number of Secured Messages made on your Patient Portal?

01 - 99

100 - 499

500 - 999

1000 - 1499

1500 - 1999

2000 - 2500

> 5,000

> 10,000

Do not have this functionality

Other (please specify)

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If you selected other, please specify:

113) In last 12 months, what is the number of Appointments made on your Patient Portal?

01 - 99

100 - 499

500 - 999

1000 - 1499

1500 - 1999

2000 - 2500

> 5,000

> 10,000

Do not have this functionality

Other (please specify)

If you selected other, please specify:

114) In last 12 months, what is the number of Consults made on your Patient Portal?

01 - 99

100 - 499

500 - 999

1000 - 1499

1500 - 1999

2000 - 2500

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> 5,000

> 10,000

Do not have this functionality

Other (please specify)

If you selected other, please specify:

115) Is there any visible or countable revenues steams from Prescription, Messaging,

Appointments, and Consults functionality on your Patient Portal?

Yes

No

Additional comments:

Survey Administrator: You have completed the Patient Portal Domain

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116) Which Domain would you like to administer? You can select only one Domain at a time for now

Demographics

Portal Inventory

Consumer Portal

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Employee Portal

Patient Portal

Physician Portal

eHealth Web Standards

Enterprise Site Assessment

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