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HealthShare Personal Community Release Notes




1. New   Features and Enhancements in   Personal   Community   2023.2

1.1. Overview

Personal Community version 2023.2 introduces a brand-new user interface for the public application.

1.2. Onboarding and Account Management

Users of Personal Community will need to view and manage their account and profile details. This can include the ability to manage account information (such as viewing their username or resetting their password, viewing and managing basic demographics and contact information, viewing and managing language and contact preferences), as well as understanding what proxy relationships they are a part of.

This release provides the following functionality for patients to manage their accounts:

  • View account settings
  • View active and inactive proxy relationships
  • Update password
  • Reset forgotten password
  • Retrieve forgotten username

This functionality allows patients to easily view and manage their account details within the application.

For more information, consult the following guides:

1.2.1. Two-Factor Authentication for Sign-In

P ersonal Community supports the use of  two-factor authentication  to add a second layer of security to patient accounts. Personal Community uses a time-based one-time password (OTP) mechanism; after entering their account password, the patient enters a verification code sent to their mobile phone or email. This verification code expires after 6 minutes and the patient can only use it a single time. Sites use the Feature Control page in the Workbench Configuration Application to enable or disable Two-Factor Authentication.


1.2.2. Using External Credentials with Personal Community over OAuth 2.0

This release introduces the ability for organizations to enable the use of credentials from external identity providers (such as NHS Login, MyGov or UAE Pass) for their patients. This allows organizations to leverage existing identity providers so that their patients can use a single set of credentials across a suite of applications.

Organizations deploying Personal Community now have three options for managing credentials for accounts:

  • Personal Community Credentials only 

  • External Credentials only

  • Personal Community Credentials and External Credentials

This release of Personal Community supports integration with identity providers using OpenID Connect and OAuth 2.0. Organizations may leverage this platform to build integrations to specific external credential providers.

1.2.2.1. Use of Proxy Relationships with External Credentials

Personal Community allows organizations to establish proxy relationships between members.  In this release, use of proxy relationships is supported in all three deployment models for managing credentials with the following conditions: 

  • When only allowing Personal Community credentials, relationships will continue to behave as in previous versions: relationships may be established between any user that is not flagged as inactive. Patients that do not have Personal Community accounts will have an account created for them as part of the proxy relationship creation workflow.

  • When only allowing external credentials, relationships will only be allowed to be created between two active members of Personal Community. Patients must use their external credentials to create an account prior to the proxy relationship being established.

  • When allowing both Personal Community credentials and external credentials, relationships may be established between any user that is not flagged as inactive.  Patients that do not have Personal Community accounts will have accounts created for them (with Personal Community credentials) as part of the proxy relationship creation workflow. Patients that wish to use their external credentials should enroll and create an account in Personal Community prior to the proxy relationship being established.


Organizations may opt to allow their patients the ability to   view and/or manage   their consent preferences. This includes services that patients can opt-in (or out) of. Examples of consent policies include:

  • opting to receive marketing content
  • sharing demographic information

This feature allows consent documents created in an external system to be exposed to patients in Personal Community. From here, patients can view, and optionally update their answers, which feed back into the external system.

 Organizations may enable the following options:

  • Patient view access
  • Patient edit access
  • Proxy edit access

1.3. Patient Data Access

A n integral part of an organization's patient engagement strategy is the ability to provide patients with access to their medical record anytime, anywhere, in a way that is understandable to them.

In Personal Community, patients can view a comprehensive overview of their medical records in the Records tab. Personal Community allows patients to view their data within the public application. Patients can also access educational content pertaining to information in their medical records.

The   Records   page in the public application contains the following sections:

  • Summary   — This section contains an aggregated view of the following data types:   Allergies ,   Medications ,   Care Team ,   Conditions ,   Procedures ,   Vaccinations .

  • Results   — This section contains the following types of results:   Lab Results   and   Radiology Results .

On the   Summary   page, Personal Community allows patients to consult educational resources relevant to the specific records they are viewing. For each eligible record, an info button may appear that links to educational content.

This release of Personal Community enhances the visualization of medical data for patients. This includes:

  • New, modern user interface for displaying medical information
  • New summary layout to view the aggregated information for key medical items
  • New results section for the visualization of lab and imaging results
  • Meters to quickly, clearly indicate if a lab value is within the normal range
  • Ability to download any available result report
  • Ability to search for specific lab and imagine results (browser-view only)
  • Ability to connect to third-party content providers to provide in-context education for the summary page
  • Ability to view images of their results in the  Records  tab and the  Results  card on the home page. For this, it is a requirement that you have a third-party, patient-facing PACS viewer.
  • Ability to control the following information in the  Records tab:
    • Whether the Records menu item is enabled
    • Whether the Summary and Results tabs are enabled
    • What data to display under each tab
    • Whether or not to use the information buttons in the Summary tab

For more information, consult the following guides:


1.4. Appointment Management

In Personal Community, members can manage their appointments both on the home page and on the Appointments page. On the home page, members can view details about their upcoming appointment (if they have one). This includes the date, time, address, and the option to download a calendar event to add the appointment to another calendar application. On the Appointments page, they can view both upcoming and past (or cancelled) appointments, which are in separate tabular views. Members additionally have the option to cancel any upcoming appointments.

This release of Personal Community adds the following functionality for appointment management:

  • Ability to pull appointment information from the Unified Care Record
  • Display of next scheduled appointment on home page
  • Comprehensive view of all upcoming appointments
  • Ability to download or add appointment information to personal calendars
  • Comprehensive view of all past and cancelled appointments

For more information, consult the following guides:

1.4.1. Pre-payment of services

I n certain regions, patients are allowed to pre-pay or pre-authorize payment prior to receiving the actual service.  Personal Community itself is not intended to be used as a payment gateway. If payment is enabled, patients are redirected to the payment gateway link provided for each upcoming appointment to pay there. The feature allows sites to enable this functionality.

This release of Personal Community adds the ability for sites to enable pre-payment or pre-authorization of funds prior to service. If enabled, patients will see a Pay button next to their upcoming appointments if pre-payment is available.  

See the documentation for more information.

1.5. Billing

A n important part of patient engagement is allowing patient to see and pay any outstanding bills that exist for them.  For this, Personal Community has a robust Billing System infrastructure that allows sites to easily integrate Personal Community with an external payment gateway to make the following functionality available to their patients:

  • View a list of finalized patient bills
  • Download their bills
  • Redirect patients to their payment gateway to pay any outstanding bills

This release of Personal Community adds a new  Bills  section to the application. Patients may use this section to view, download, and pay their bills (from the payment gateway). 

For more information, consult the following guides:

1.6. Messaging

An integral part o f an organization's patient engagement strategy is the ability to provide patients with the ability to communicate with their providers.  This communication could include questions about what they see within Personal Community, question about their medical health, or non-medical questions for a facility.

This feature provides patients an accessible, efficient, and reliable workflow for asking questions and/or expressing concerns to their providers.

This release of Personal Community supports the following messaging activities:

  • Messages sent by patients to providers
  • Asking general, medical, or billing questions
  • Ability to reply to messages from providers
  • Messages sent by providers to members
  • Sending provider-initiated messages to patients
  • Replying to messages from patients

In addition, this release provides a new user interface for patients to manage their messages and message their provider. This includes:

  • Streamlined message composition flow
  • Searching for providers and groups
  • Tagging providers as favorites
  • Inbox, Sent box, and Archived boxes

Finally, external systems can be configured to send messages directly into a patient's inbox. These messages can include attachments.

For more information, see the Messaging Documentation .

1.7. News

This enhancement introduces a News section to Personal Community.  Organizations may opt to enable this section and populate it with the news feeds for their organization.

Personal Community supports news feeds using RSS (Rich Site Summary, and also known as Really Simple Syndication). RSS is a standardized format for delivering frequently changing web content. RSS feeds are streams of RSS data that sites can display. RSS feeds are available from major national and international news organizations as well as from various other news organizations (such as for local or medical news). Personal Community displays RSS feed content on both its home page and on the   News   page.

The RSS feed on the unauthenticated home page (on a browser) displays the three most recent news items; this number is fixed. On the   News page, the 50 most recent news items are displayed, across all feeds.

For more information, consult the following guides:

1.8. Branding the Application

Personal Community is meant to be part of an organization's larger patient engagement strategy.  As such, it is imperative that an organization can alter the application so that it fits the aesthetic of other applications being used by the organization.

This release introduces a new user interface for system administrators and implementers to configure aspects of Personal Community.  This user interface is an extension of the existing Workbench application, and can be accessed by users with the  Configuration Manager  role.

The branding user interface allows an organization to quickly update the appearance of the public application. From this page, users can configure the following:

  • Organization Title
  • Application Title
  • Application Icon
  • Application color palette

Changes made in the branding user interface are immediately reflected in the public application.  This functionality allows organizations to quickly brand the application to match other applications on-site.

For more information, see the Installation Documentation .