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HealthShare Personal Community Appointments Setup Guide





1. Overview

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. Patients have the option to use telehealth for their appointment needs.

2. Workbench Configuration

To configure appointments in the Workbench:

  1. Log into the Workbench as a user with the  Configuration Manager  role.
  2. Go to the  Configuration Application   page ( Setup  >  Configuration Application ) and select the  Feature Control  tab. 
  3. Select  Edit Mode  to make edits to the fields described below.
  4. To the right of the   Appointments  box, ensure that the Enable   checkbox is selected to enable the appointments feature. 
  5. Under  Retrieve Appointments from , select  Unified Care Record .
  6. After you have finished, select  Submit  at the bottom of the page to save your changes. 

3. Enabling Pre-Payment of Services

You can allow patients to pre-pay for service, if your appointment system supports this.

Personal Community determines whether or not to display the  Pay  button next to a specific appointment based on whether the  PaymentURL field is populated. If the PaymentLink field for an invoice is populated with a URL, the Pay  button is present and the patient can click the button to be redirected to that URL. If it is not populated, the Pay  button does not appear. 

You can populate the  PaymentLink  field with one of the two following options:

  • A fully qualified URL to the payment gateway. 
  • A URL to an intermediate web page. This requires custom configuration. You can implement whatever additional logic or validation you desire, such as:
    • time-based tokens
    • error handling

    • displaying additional instructions to the patient

      IMPORTANT

      If you choose to implement an intermediate web page, make sure that it is secure and that parameters are encrypted.

You are responsible for implementing the logic that populates the  PaymentLink field as well as clears it.

You must update the   HS.Local.SDA3.AppointmentExtension , in both your Personal Community and Unified Care Record instances,   to have the   PaymentURL   property.   See the   documentation   for more information on this process. You must recompile the   HS.SDA3.Appointment  class in both the Unified Care Record and Personal Community.

4. Enabling Telehealth Appointments

You can allow patients to use telehealth for appointments, if your appointment system supports this.

Personal Community determines whether or not to display the telehealth  button next to a specific appointment based on whether the MeetingLink field is populated. If the MeetingLink field is populated with a URL, the telehealth button is present and the patient can click the button to be redirected to that URL. If it is not populated, the telehealth button does not appear. 

You can populate the MeetingLink field with a  fully qualified URL to the MeetingLink.  

You are responsible for implementing the logic that populates the MeetingLink field as well as clears it.

You must update the   HS.Local.SDA3.AppointmentExtension , in both your Personal Community and Unified Care Record instances,   to have the  MeetingLink   property.   See the   documentation   for more information on this process. You must recompile the   HS.SDA3.Appointment  class in both the Unified Care Record and Personal Community.

You must recompile the   HS.SDA3.Appointment  class in both the Unified Care Record and Personal Community.