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INSERT INTRODUCTION /
VIDEO TUTORIAL
Practice Locations
1
Location Type
Address 2
Address 1
Primary Office
Office days / hours
City
Zip
State
Contact Information for Agrin Health
Main Contact Name/ Type
Contact Information for Patients
Main Contact Name/ Type
Fax
Phone
email
Same as Contact for Agrin Health
Phone
+ Add Another Location
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email
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Find My Patients
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Health eBiography platform, we will send access invites for you. If they are not, we will
contact them to join (patient’s email is required).
File Requirements: Excel or CSV file
Patient Last Name, First Name, DOB, SSN, email
(If you do not have patient’s email, leave blank)
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through the search function once you’ve completed Registration.
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Default Message Settings
These are the standard Message Settings.
You will be able to change these at any time on your Settings page.
Anyone on the Health eBiography platform can message me.
RECOMMENDED: This setting allows new and prospective patients to find you.
Only linked patients and members of their Care Teams can message me.
This setting requires you to find and add your patients.
Note: If you send a message to someone, they will be able to respond, even if they are not a linked patient
or related Care Team member.
Only linked patients can message me.
This setting requires you to find and add your patients. Also, this setting will prevent other providers from
coordinating with you through the Health eBiography platform.
Note: If you send a message to someone, they will be able to respond, even if they are not a linked patient.
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Default Care Plan Settings
You can create preset Care Plan instruction lists for your patients for quick assignment of
standard instruction sets. You can change these at any time on your Settings page.
Preset Plan Name
1. Instruction
Frequency
Start Delay
0
End After
#
Days
Notes (optional)
No End
Amount (optional)
Instruction Start Date will be the day assigned
to the Patient unless a delay is set. The Start
and End Dates can be changed for any Patient
after the Preset Plan has been assigned.
These notes will be visible to the Patient and any Care Team members with access to their Care
Plan.
+ Add Instruction
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Submit Plan
Complete Later
Default Care Plan Settings
You can create preset Care Plan instruction lists for your patients for quick assignment of
standard instruction sets. You can change these at any time on your Settings page.
Joint Replacement
1. Instruction
Frequency
Do Not bathe or submerse surgical area
Start
0
days after assigned
End After
Amount
Daily
4
Days
Notes
Sponge bath is okay. Pat dry.
+ Add Preset Care Plan
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Default Alert Settings
These are the standard Alert Settings. You can adjust them to meet your preferences.
After Registration, you will be able to change these at any time on your Settings page.
[NOTE to Agrin Team: See “Settings” views for list of and display instructions
for 9 default alerts: 1 Admission, 1 Care Plan, 6 Status, and 1 Agrin. Page will
be long and will need to scroll vertically to get to bottom to select the “Complete
Registration” button.]
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Complete Registration
Profile
Settings
Account
Welcome
Patient Updates
Alerts
, MD
Dashboard
Check All
All
Print / Export
Clear
Sanderson, Jamie
Admission Alert
Admitted to St. Thomas ER. Symptoms unknown.
2/13/2016
Pison, Albert
Status Alert
Recorded blood pressure 220 / 143.
2/12/2016
Alerts (4)
Messages (11)
Patient Updates (23)
Patient Search
My Patients
All
Zhang, Daniel
Assessment Ready
2/10/2016
Patient Activation Assessment results are ready for review.
Scan
Message Inbox
First Name
Check All
Last Name
DOB (MM/DD/YYYY)
SSN
Clear
Bridgeston, Kindel
Care Plan Alert
2/10/2016
Medication not reported as taken for 3 consecutive days.
Print/ Export Remove
Sanderson, Jamie
2/14/2016
• Current Medications
• Current Diagnoses
• Labs / Imaging
Alpha, David
• Care Plan
2/09/2016
Bridgeston, Kindel
• Insurance
• Care Team
2/02/2016
Care Team Requests
Print / Export
Archive
Triplehorn, Joan
Medication
2/13/2016
My new medicine is upsetting my stomach even when I take...
Pison, Albert
Dizzy
I’ve been feeling dizzy and almost fell today.
Search
Check All
Since last login
(up to 30 days)
Accept
Decline
Sanders, Adam
DOB 02/15/1972
• All
2/14/2016
Exchange
Vanzetti, Joseph
DOB 11/12/1981
• All
2/14/2016
Exchange
Davidson, Jack
DOB 04/10/1980
• Care Plan
• Record
2/13/2016
Exchange
2/12/2016
Jones, Lou Anne
Request Accepted
2/10/2016
Your request to join Lou Anne’s Care Team was accepted. You
Templeton, Charlene Bill
I have a question about my last patient statement.
Check All
2/10/2016
Pisner, Charles
Referral
2/10/2016
My insurance says I need a referral to the Specialist.
Profile
Settings
Account
Welcome
Patient Updates
Alerts
, MD
Dashboard
Messages (11)
Patient Updates (23)
Patient Search
All
Check All
Clear
Sanderson, Jamie
Admission Alert
Admitted to St. Thomas ER. Symptoms unknown.
2/13/2016
Pison, Albert
Status Alert
Recorded blood pressure 220 / 143.
2/12/2016
Print
Templeton, Charlene Assessment Ready
2/10/2016
Patient Activation Assessment results are ready for review.
Export to CSV
Check All
DOB (MM/DD/YYYY)
SSN
2/09/2016
Bridgeston, Kindel
• Insurance
• Care Team
2/02/2016
Care Team Requests
Print / Export
Archive
Triplehorn, Joan
Medication
2/13/2016
My new medicine is upsetting my stomach even when I take...
Pison, Albert
Dizzy
I’ve been feeling dizzy and almost fell today.
Search
Alpha, David
• Care Plan
(comma separated value) file
Messages
Last Name
Print/ Export Remove
Sanderson, Jamie
2/14/2016
• Current Medications
• Current Diagnoses
• Labs / Imaging
Bridgeston, Kindel
Care Plan Alert
2/10/2016
Medication not reported as taken for 3 consecutive days.
Scan
First Name
Clear
Print / Export
All
Print / Export Selected Items
Alerts (4)
My Patients
Check All
Since last login
(up to 30 days)
Check All
Accept
Decline
Sanders, Adam
DOB 02/15/1972
• All
2/14/2016
Exchange
Vanzetti, Joseph
DOB 11/12/1981
• All
2/14/2016
Exchange
Davidson, Jack
DOB 04/10/1980
• Care Plan
• Record
2/13/2016
Exchange
2/12/2016
Jones, Lou Anne
Request Accepted
2/10/2016
Your request to join Lou Anne’s Care Team was accepted. You
Templeton, Charlene Bill
I have a question about my last patient statement.
Submit
2/10/2016
Pisner, Charles
Referral
2/10/2016
My insurance says I need a referral to the Specialist.
Profile
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Account
Dr. Smith
My Alerts (4)
, MD
Select All
Dashboard
All
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Alerts (4)
Messages (11)
Patient Updates (23)
Jamie
Sanderson
Patient Search
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Scan
Albert
Pison
2/13/2016
Admission Alert
Admitted to St. Thomas ER. Nashville, TN. Symptoms
not reported.
Status Alert
2/12/2016
Recorded blood pressure 220 / 143. 2 consecutive blood
pressure readings were over 180 / 140.
First Name
Last Name
DOB (MM/DD/YYYY)
Kindel
Bridgeston
Care Plan Alert
2/10/2016
Norvasc not reported as taken for 3 consecutive days.
SSN
Clear
Search
Daniel
Zhang
Agrin Special Alert
2/12/2016
Patient Activation Assessment results are ready for
review.
Settings
Profile
Account
Dr. Smith
My Messages
, MD
Dashboard
Alerts (4)
Messages (11)
Create New Message
Read Messages will be Archived after 10 days. Archived messages can be accessed using the filter in
My Messages. Archived messages to/from a Patient and/or messages with a Patient tag will be
viewable in the Patient’s record.
To:
From:
Inbox
/ /
/ /
Patient Updates (23)
Select All
Action
Key Word
Patient Search
My Patients
All
Scan
From:
Gina
Dower
First Name
2/14/2016
Rash
I developed this rash on my stomach yesterday. It is not
itchy. Should I come in to see you?
Last Name
DOB (MM/DD/YYYY)
SSN
Clear
Search
From:
Shawna
Jones, MD
Cardiology Referral
Albert Pison
The results of the cardiology consult are ready.
2/13/2016
From:
STAR
Physiotherapy
William Goodrich
2/10/2016
Care Plan
William Goodrich wants to attend his daughter’s wedding
in two months. We are advancing his therapy plan to
Profile
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Account
Dr. Smith
My Messages (11)
, MD
Dashboard
Alerts (4)
Messages (11) New
Inbox
Create Message
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To:
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Message:
From:
Gina
Dower
2/14/2016
Rash
I developed this rash on my stomach yesterday. It is not
itchy. Should I come in to see you?
First Name
Last Name
DOB (MM/DD/YYYY)
From:
Shawna
Jones, MD
Cardiology Referral
SSN
Albert Pison
The results of the cardiology consult are ready.
Clear
Search
Attach File
2/13/2016
From:
STAR
Physiotherapy
William Goodrich
2/10/2016
Send
Care Plan
William Goodrich wants to attend his daughter’s wedding
in two months. We are advancing his therapy plan to
Profile
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Account
Dr. Smith
My Messages (11)
, MD
Dashboard
Alerts (4)
Inbox
Create Message
Read Messages will be Archived after 10 days. Archived messages can be accessed using the filter in
My Messages. Archived messages to/from a Patient and/or messages with a Patient tag will be
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Messages (11)
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Tag Patient
From:
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Tagging a message will linkGina
it with a Patient’s record.
My Patients
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Scan
Dower
John
Last name
John
Pressley
Rash
2/14/2016
These messages will be visible to the Patient.
I developed
this rash on
my stomach yesterday. It is not
DOB
SSN
itchy. Should I come in to see you?
First Name
Last Name
DOB (MM/DD/YYYY)John
From:
Shawna
Scott
Jones, MD
Albert Pison
SSN
2/19/1948
*****1234
Select
11/15/1972
Cardiology
Referral *****4321
Select
2/13/2016
The results of the cardiology consult are ready.
Cancel
Clear
Search
From:
STAR
Physiotherapy
William Goodrich
2/10/2016
Care Plan
William Goodrich wants to attend his daughter’s wedding
in two months. We are advancing his therapy plan to
Profile
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Dr. Smith
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, MD
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Alerts (4)
Patient Updates (23)
To:
Title:
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All
Create Message
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Messages (11) Reply
My Patients
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William Goodrich
Select All
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Action
Star Physiotherapy
Care Plan
Scan
Message:
From:
Gina
Dower
2/14/2016
Rash
I developed this rash on my stomach yesterday. It is not
itchy. Should I come in to see you?
First Name
Last Name
DOB (MM/DD/YYYY)
From:
Shawna
Jones, MD
Cardiology Referral
SSN
Albert Pison
The results of the cardiology consult are ready.
Clear
Search
Attach File
2/13/2016
From:
STAR
Physiotherapy
William Goodrich
2/10/2016
Send
Care Plan
William Goodrich wants to attend his daughter’s wedding
in two months. We are advancing his therapy plan to
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, MD
Inbox
Create Message
Read Messages will be Archived after 10 days. Archived messages can be accessed using the filter in
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Message:
From:
Gina
Dower
2/14/2016
Rash
I developed this rash on my stomach yesterday. It is not
itchy. Should I come in to see you?
Please see adjustments to William’s physical therapy.
First Name
Last Name
DOB (MM/DD/YYYY)
From:
Shawna
Jones, MD
Cardiology Referral
SSN
Albert Pison
The results of the cardiology consult are ready.
Clear
Search
Attach File
2/13/2016
From:
STAR
Physiotherapy
William Goodrich
2/10/2016
Send
Care Plan
William Goodrich wants to attend his daughter’s wedding
in two months. We are advancing his therapy plan to
Profile
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, MD
Dashboard
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Inbox
Create Message
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Save AttachmentFrom:
to Patient’s Record
2/14/2016
Gina
Select the patient and the type of information inRash
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Dower
I developed this rash on my stomach yesterday. It is not
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itchy. Should I come in to see you?
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William Goodrich
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2/13/2016
Cardiology Referral
The results of the cardiology consult are ready.
From:
STAR
Physiotherapy
SSN
2/10/2016
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William Goodrich wants to attend his daughter’s wedding
in two months. We are advancing his therapy plan to
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Jamie
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2/14/2016
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Alpha
2/14/2016
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Bridgeston
2/14/2016
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Daniel
Zhang
2/14/2016
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Brook
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2/14/2016
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Sanderson,
Jamieidentify
Admission
Alert
2/13/2016
Jamie
2/14/2016
We were not able
to definitively
the Patient
,or you have
no linked PatientsSanderson,
matching the
criteria.
Admitted
to
St.
Thomas
ER.
Symptoms
unknown.
•
Current
Medications
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Alerts (4)
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Any Patients listed who are not linked to you will require access. You can request •access
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• Labs / Imaging
Pison, Albert
Status Alert
2/12/2016
message
once
the
Patient
has
responded.
Messages (11) you will receive a
Recorded blood pressure 220 / 143.
Dashboard
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John
Patient Search
John
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John
John
DOB (MM/DD/YYYY)
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Bridgeston,
Kindel
Care Plan Alert
2/10/2016SSN
Medication not reported as taken for 3 consecutive days.
Alpha, David
All Patients 2/09/2016
• Care Plan
Bridgeston, Kindel
Select
Insurance
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Pressley
2/19/1948
*****1234•
Scott
11/15/1972
*****4321
**/**/****
Access
********* Check Request
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Accept
Templeton, Charlene Assessment Ready
2/10/2016
Patient Activation Assessment results are ready for review.
Messages
*******
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Dizzy
Select
Care Team Requests
Archive
Triplehorn, Joan
Medication
2/13/2016
My new medicine is upsetting my stomach even when I take...
New Linked
Patient
Pison, Albert
Sanders, Adam
DOB 02/15/1972
• All
John
Decline
2/14/2016
Exchange
2/12/2016
You have multiple
Healthdizzy
accounts.
Please
select all of the Accounts with which you want this
I’veAgrin
been feeling
and almost
fell today.
Vanzetti, Joseph
Patient linked when they accept your request. At least one account must be selected.
DOB 11/12/1981
Search
Jones, Lou Anne
Request Accepted
2/10/2016
Your request to join Lou Anne’s Care Team was accepted. You
•
Templeton, Charlene Bill
I have a question about my last patient statement.
Davidson, Jack
DOB 04/10/1980
• Care Plan
• Record
*******
2/02/2016
**/**/****
All
*********
2/10/2016
Free
Account: ABC123456 Kirsten Smith, MD
Professional
ABC000456
Physicians
Pisner, Account:
Charles
Referral
2/10/2016 R Us, Inc.
My insurance says I need a referral to the Specialist.
2/14/2016
Exchange
2/13/2016
Exchange
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07/11/1981
85%
Y
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Smith, MD
2/14/2016
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Johnson
02/02/1965
75%
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Patterson, MD
2/14/2016
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Jones
08/04/1977
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Smith, MD
2/14/2016
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Zhang
03/05/1976
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Smith, MD
2/14/2016
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01/11/1970
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2/14/2016
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11/08/1968
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Smith, MD
2/13/2016
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2/14/2016
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Patterson, MD
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2/14/2016
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Smith, MD
2/14/2016
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03/05/1976
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Smith, MD
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Jordan, MD
2/14/2016
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11/08/1968
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Smith, MD
2/13/2016
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•
•
•
•
34 yr old female with Hypertension and Anxiety Disorder.
Care Plan items last logged 02/14/2016
Current Care Plan Adherence 85%
Primary Provider is Kirsten Smith, MD
2/13/2016
Admitted to St. Thomas ER. Nashville, TN. Symptoms not reported.
Clear
DOB (MM/DD/YYYY)
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Demographics
1 Alert
3 Updates:
• Current Medications
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• Labs / Imaging
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Care Plan Adherence
100
Goal
85%
80
•
•
•
•
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Request Full
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Alert Settings
40
20
0
2/6/2016
2/13/2016
Show last
4
2/20/2016
weeks
2/27/2016
3/5/2016
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2 consecutive readings
over 180/140
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3 days not registered
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Jamie Sanderson
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Instruction
Freq
Amount
Start
Date
End
Date
Source
First Name
Walk
daily
10 steps
3/21/16
3/24/16
Physiotherapy
Associates
Last Name
Do Not Bath
daily
all
3/18/16
3/21/16
Sam Cowan,
MD
Sponge bath
only. No
submersion
for 3 days.
Rest
daily
5 days
3/18/16
3/23/16
Sam Cowan,
MD
Keep the hip
as still as
possible for
5 days
Take Calcium
Supplement
daily
all
1/21/16
Open
Patient
Exercise
daily
20
minutes
11/1/15
Open
Kirsten Smith,
MD
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Jamie Sanderson
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Walk
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Do Not Bath
daily
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DOB (MM/DD/YYYY)
SSN
Clear
04 / 04 / 2016
#
Rest
Notes (optional)
Start
Date
Frequency
10 steps
3/21/16
End
Date
3/24/16
Daily
all
3/18/16
3/21/16
End Date
/
Days
Source
Notes
Amount
Physiotherapy
20Associates
minutes
Sam Cowan,
MDEnd
No
/
daily
5 days
3/18/16
3/23/16
Sam Cowan,
MD
Take Calcium
Supplement
daily
all
1/21/16
Open
Patient
Exercise
daily
20
minutes
11/1/15
Open
Kirsten Smith,
MD
Submit
Sponge bath
only. No
submersion
for 3 days.
Keep the hip
as still as
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Jamie Sanderson
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Doctor
Kirsten
3/1/2015
Smith,
MD
OB/ GYN
1234 Elm Street, Nashville, TN 37202
(615) 999-9999
[email protected]
Scan
First Name
Rev.
Kayla
Tobey
Last Name
Pastor
8/1/2015
456 Church Street, Nashville, TN 37201
(615) 999-1111
[email protected]
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SSN
Clear
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Sarah
Henry
Friend
3/1/2015
789 Memory Lane, Seattle, WA 12345
(206) 999-9999
Doctor
[email protected]
Orthopedic Surgeon
Sam
3/1/2016
Cowan,
345 Hospital Dr, Nashville, TN 37202
MD
(615) 999-9999
[email protected]
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Jamie Sanderson
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From:
02/01/2016
To:
03/01/2016
From All
Key Word
Scan
From:
Gina
Dower
First Name
Last Name
2/14/2016
Rash
I developed this rash on my stomach yesterday. It is not
itchy. Should I come in to see you?
DOB (MM/DD/YYYY)
SSN
Clear
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From:
Shawna
Jones, MD
Cardiology Referral
Jamie Sanderson
The results of the cardiology consult are ready.
2/13/2016
From:
2/10/2016
STAR
Physiotherapy
Jamie Sanderson
Care Plan
Jamie Sanderson wants to attend her daughter’s wedding
in two months. We are advancing his therapy plan to
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Jamie Sanderson
Title
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Ms.
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Louise
Jamie
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email
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female
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Type
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Guarantor
First Name
Jamie
Last Name
Sanderson
Other Phone
(615) 999-5678
Insurance Company
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Sanderson
Type
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Mother
Other Phone Type
home
work
(615) 999-1111
Religion
Not reported
Caucasian
City
Nashville
State
TN
email
[email protected]
Policy #
PPA123456
BCBS TN
01/01/1976
37127
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First Name
Date of Birth
Other Phone
(615) 999-9999
Sex
Zip Code
TN
Cell Phone
[email protected]
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Nashville
Social Security Number
999-99-9999
Sanderson
City
123 Raintree Dr
Suffix
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Group #
ICA99
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DOB
999-99-9999
01/01/1976
Effective
Date
End
Date
01/01/2016 12/31/2016
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, MD
Salutation
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Patient Updates (23)
Last Name
Linda
Smith
Kirsten
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MS
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1234 Practice Dr
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Nashville
Ste 200
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TN
Zip
37127
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Contact Information for Agrin Health
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email
Janet Buck, Office Mgr
(615) 772-1234
(615) 772-1235
General@mypractice
.com
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and 1 1letter
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Kirsten
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1234 Practice Dr
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Nashville
Ste 200
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TN
Zip
37127
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Alerts (4)
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Manage the Message settings
that determine who can find/
message you through the
Health eBiography.
Manage the Alert settings
that default to all of your
patients.
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Message Settings
These are the settings that dictate how you communicate with other Agrin Health
members on the Health eBiography platform, including patients and providers.
Dashboard
Alerts (4)
Anyone on the Health eBiography platform can message me.
Messages (11)
RECOMMENDED: This setting allows new and prospective patients to find you.
Patient Updates (23)
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message me.
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This setting requires you to find and add your patients.
Note: If you send a message to someone, they will be able to respond, even if they
are not a linked patient or related Care Team member.
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Only linked patients can message me.
This setting requires you to find and add your patients. Also, this setting will prevent
other providers from coordinating with you through the Health eBiography platform.
Note: If you send a message to someone, they will be able to respond, even if they
are not a linked patient.
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Admissions
Alerts (4)
These are the default alerts that are set to run for all of your Patients. You may adjust them for a
particular Patient from your Patient Dashboard unless you Opt Out of that Alert type here.
NOTE: An alert will not trigger if the Patient has opted not to share that information with you.
Alerts when Patient’s mobile GPS reports they are in close
proximity to hospital and requests Patient confirmation.
Opt Out
[Note: This requires Patient to download Agrin mobile app.]
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when
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Patient Updates (23)
Hospital and ER
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conflicts between instructions.
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when
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Alert Settings
These are the default alerts that are set to run for all of your Patients. You may adjust them for a
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NOTE: An alert will not trigger if the Patient has opted not to share that information with you.
Status Change
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Messages (11)
Alert me for
Alerts when key status metrics persistently deviate
from patient’s norm and/or healthy patterns.
When
Timeframe
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ON
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5%
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ON
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10%
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2
weeks
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Change from average
6
weeks
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, MD
Alert Settings
These are the default alerts that are set to run for all of your Patients. You may adjust them for a
particular Patient from your Patient Dashboard unless you Opt Out of that Alert type here.
NOTE: An alert will not trigger if the Patient has opted not to share that information with you.
Status Change
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Alerts when key status metrics persistently deviate
from patient’s norm and/or healthy patterns.
Opt Out
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Messages (11)
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ON
Negative mood reported
Timeframe
3
days
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[email protected]
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When
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Sleep
Average less than 5 hrs/ night
Timeframe
2
weeks
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Mood
When
Search
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ON
Sleep
When
Average more than 10 hrs/ night
Timeframe
1
week
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+ Add contact method
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, MD
Alert Settings
These are the default alerts that are set to run for all of your Patients. You may adjust them for a
particular Patient from your Patient Dashboard unless you Opt Out of that Alert type here.
NOTE: An alert will not trigger if the Patient has opted not to share that information with you.
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Agrin Special Alerts
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Results are ready for review
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Alerts when key Agrin activities need attention
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These settings allow you to create and manage preset instructions for your patients.
Create
Action
Alerts (4)
Messages (11)
Joint Replacement
Patient Updates (23)
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1. Instruction
Do Not bathe or submerse surgical area
Start
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Frequency
0
days after assigned
End After
Amount
Daily
4
Days
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Sponge bath is okay. Pat dry.
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Walk with support
Start 2
Search
days after assigned
End After 1
Frequency
Amount
Daily
10 steps
Week
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Routine Care Plan
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Frequency
Amount
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These settings allow you to create and manage preset instructions for your patients.
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Messages (11)
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Action
Patient Updates (23)
1. Instruction
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Start Delay
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0
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#
Notes (optional)
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to the Patient unless a delay is set. The Start
and End Dates can be changed for any Patient
after the Preset Plan has been assigned.
DOB (MM/DD/YYYY)
These notes will be visible to the Patient and their Care Team members with access to their
Care Plan.
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, MD
Dashboard
Contract #
Contract Name
Start Date
Alerts (4)
P000000123
Kirsten Smith, MD
01/01/2016
Account #
Account Type
Rate
ABC123456
Professional
$ 2.00
Messages (11)
Patient Updates (23)
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Scan
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Last Payment
Last Name
DOB (MM/DD/YYYY)
Linked Patients
8,453
12/31/2019
View / Add / Edit
Linked Patients
Account Payment Status
$16,906
First Name
Per Patient,
Per Month
End Date
$16,906
Due Date
05/01/2016
Payment Date
04/01/2016
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Card on File
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Credit Card
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Type
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Contract #
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Alerts (4)
F000000001
Kirsten Smith, MD
01/01/2016
Account #
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Rate
ABC123456
Free
$ 0
Messages (11)
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Per Patient,
Per Month
0
Open
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$0
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End Date
$0
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Change
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Type
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Transaction
History
Contract #
Contract Name
Start Date
H000000123
Acme Hospital, Inc.
01/01/2012
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Rate
Per Patient, Linked Patients
Request More
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Close
Account
End Date
12/31/2015
View / Add / Edit
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My Account
Settings
Linked Patients
for ABC123456
Linked Patients for Account #
ABC123456
8,453 Patients
Coupon Code for these Patients
KSPP10891
Action
Search Patient Names
Add Patients
, MD
Dashboard
Alerts (4)
Select All
Messages (11)
Patient Updates (23)
Patient Name
DOB
Linked Date
Ali, Janice
12/15/1965
05/01/2015
Bento, Joey
04/26/1978
05/01/2015
First Name
Chapman, Sue
06/01/1960
05/01/2015
Last Name
Collier, Karl
02/05/1942
05/01/2015
Davidson, Earl
08/15/1949
08/01/2015
Donnellson, John
10/16/1962
05/01/2015
Evergreen, Camelia
03/12/1945
05/01/2015
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Scan
DOB (MM/DD/YYYY)
SSN
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Search
Account
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My Account
8,453 Patients
Link Patients to Account #
Dashboard
ABC123456
Add Patients
ABC123456
Select All
Action
Search Patient Names
You can upload a list of your patients for us to find for you, or you can link them individually.
Messages (11) If they are already on the Health eBiography platform, we will send access invites for you. If they
Name
DOBemail is required).Linked Date
arePatient
not, we will
contact them to join (patient’s
Patient Updates (23)
Alerts (4)
Patient Search
My Patients
First Name
All
Ali, Janice
Bulk Upload File Requirements:
Bento, Joey
Excel or CSV file
Scan
Patient
Last Name, First Name, DOB, SSN, email
Chapman, Sue
(If you do not have patient’s email, leave blank)
Browse
Last Name
File location
Collier,
Karl
Davidson, Earl
DOB (MM/DD/YYYY)
Search
12/15/1965
05/01/2015
Add Individually:
04/26/1978
05/01/2015
First Name
06/01/1960
05/01/2015
Last Name
02/05/1942
DOB
05/01/2015
(MM/DD/YYYY)
08/15/1949
08/01/2015
Donnellson, John
10/16/1962
05/01/2015
Evergreen, Camelia
03/12/1945
05/01/2015
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SSN
Clear
Account
Linked Patients
for ABC123456
Linked Patients for Account #
, MD
Settings
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Email (optional)
Submit
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Account
My Account
Account Status
Account History
, MD
Dashboard
Start Date
Contract Name
Contract #
Change
Payment Type
for
Account
#
Kirsten
Smith,
MD
P000000123
Alerts (4)
ABC123456 01/01/2016
End Date
12/31/2019
Messages (11)
You can use
this self-service
module
change your
to a
credit card or to
Account
#
AccounttoType
Rateupcoming Payment Type
Linked
Patients
View / Add / Edit
Per
Patient,
change
the
credit
card
information.
Any
other
payment
type
change
will
need
to
be
done through
Patient Updates (23)
ABC123456
Professional
2.00
$
8,453
Linked Patients
Per Month
Client Relations.
Patient Search
My Patients
All
Scan
Invoice
Current Balance
$16,906
First Name
Card Holder Name
DOB (MM/DD/YYYY)
SSN
$16,906
05/01/2016
04/01/2016
Card Number
06/01/2016
Change
Payment
Type
Card on File
Card Type
PaymentNext
Type
Credit Card
Expiration
Next
Search
Effective with Billing on
Credit Card Payment Type
Due Date
Last PaymentNext Payment Date
Last Name
Clear
New Payment Type
Current
Payment
Type
Account
Payment
Status
MM/YY
CVV
View
Transaction
History
Next
+ Add Another Account
I approve Agrin Health to begin charging this credit card at
the next billing cycle.
Update
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Transactions
for ABC123456
Transaction History for Account #
ABC123456
Dashboard
Select All
Alerts (4)
Messages (11)
Search Transactions
Clear Search
Date
Transaction
Amount
05/01/2016
PMPM fee - April
$16,906
04/01/2016
PMPM fee - March
$16,854
03/01/2016
PMPM fee - Feb
$16,502
02/01/2016
PMPM fee - January
$16,316
01/15/2016
Customer Loyalty Credit
-$200
01/01/2016
PMPM fee - December
$4,966
12/15/2015
Interface Development
$20,000
12/01/2015
PMPM fee – November
$4,988
11/01/2015
PMPM fee – October
$4,756
10/01/2015
PMPM fee – September
$4,232
Patient Updates (23)
Patient Search
My Patients
All
Scan
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SSN
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Search
Print / Export
Invoice
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Add Account
Add a Free Account
Cancel
, MD
Dashboard
A Free account will allow you to communicate with your Patients and view their medical record for
free. Once your new account is created, you can upload a file of Patients on your main Account
page or you can also add Patients individually through the search function.
Alerts (4)
Messages (11)
Patient Updates (23)
Patient Search
My Patients
All
Scan
First Name
Last Name
DOB (MM/DD/YYYY)
SSN
Clear
Search
I agree to the Provider Terms and Conditions and the Privacy
Policy for the Health eBiography Free version.
Create New
Account
Profile
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Add Account
Cancel
Add a Professional Account
, MD
Indicate whether you are covered under an existing Provider contract, or if you need a new contract. If
you are covered under an existing Provider contract, but do not have the Contract ID#, please contact
Client Relations for assistance. Once your new account is created, you can upload a file of Patients on
your main Account page or you can also add Patients individually through the search function.
Dashboard
Alerts (4)
Messages (11)
Patient Updates (23)
From an existing Contract
To a new Contract
Contract Name
Contract #
Patient Search
My Patients
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Scan
Payment Information
Rates are Per Patient, Per Month and will be calculated based on the maximum number of Patients
linked to this account in the month prior to the bill date.
Coupon Code
Up to 10,000 Patients
Over 10,000 Patients
(optional)
First Name
Last Name
DOB (MM/DD/YYYY)
SSN
Clear
Verify
$2.00
PMPM
Card Holder Name
$1.70
PMPM
Card Type
Next
Search
Apply
Card Number
You will be billed at the
beginning of each month.
Next
Expiration
CVV
First Billing Date
Next
06/01/2016
I agree to the Provider Terms and Conditions and the Privacy
Policy for the Health eBiography Professional version.
Create New
Account
Next
MM/YY
Profile
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Account Status
Account History
, MD
Dashboard
Contract #
Contract Name
Start Date
Alerts (4)
F000000001
Kirsten Smith, MD
01/01/2016
Account #
Account Type
Rate
ABC123456
Free
$ 0
Messages (11)
Patient Updates (23)
Patient Search
My Patients
All
Per Patient,
Per Month
Linked Patients
123
End Date
Open
View / Add / Edit
Linked Patients
Upgrade
Scan
Account Payment Status
First Name
Current Balance
Last Name
Due Date
Payment Type
Payment Date
Payment Type
$0
Change
Payment
Type
Request More
Patient
Brochures
View
Transaction
History
Close
Account
DOB (MM/DD/YYYY)
Last Payment
SSN
Clear
$0
Search
Add a
Free Account
Add a
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Account History
, MD
Dashboard
Start Date
Contract Name
Contract #
Upgrade
Account to
Professional
Kirsten
Smith, MD version
F000000001
Alerts (4)
End Date
Open
01/01/2016
Messages (11)
Rates areAccount
Per Patient,
Per Month
and Type
will be calculated
#
Account
Rate based on the maximum
Linkednumber
Patientsof Patients
View / Add / Edit
linked to this account in the month prior to the bill date.
Per Patient,
Patient Updates (23)
Coupon Code
ABC123456
Free
$ 0
0
Linked Patients
Per Month
Up to 10,000 Patients
Over 10,000 Patients
(optional)
Patient Search
My Patients
First Name
All
$2.00
PMPM
Upgrade
$1.70
Apply
Scan
Payment Information
Account Payment Status
Card Holder Name
Current Balance
Next
$0
Last Name
DOB (MM/DD/YYYY)Card Number
Last Payment
Next
SSN
Card Type
Due Date
Payment Type
Next
Expiration
Payment Date
$0
Clear
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• Health eBiography Introduction
• Video #2