Artisan Patient Portal

Artisan's secure Patient Portal allows patients to communicate with the office via the IM system, view their invoices, share documents back and forth with the Lab securely.

First, an account creation link will be sent to the email that is listed in the lab. Next, select the Click here link to start setting up your account to access the portal. 

Please make sure you are using the supported browser Google Chrome to access the portal. 

Create a username, password, and a digital signature to create an account.

Once the information has been created a second email will be sent confirming the account creation. This second email will also provide the patient portal link along with their username. The link will also assist the patient in downloading the latest version of the app to their phone. 

All emails are HIPPA compliant, the email will only provide the username, not the password or digital signature to the patient login.

Sign in to the portal using the username, password, and digital signature that you created. 

There are 5 main features inside the Artisan Patient Portal:

1. Home - This is where the welcome page is.

2. Messenger - provides the secure IM system with the Lab for communication. 

3. Documents - the secure method for exchanging documents/records with patients.

4. Treatment Planning - allows the patient to view her expense estimator.

5. Financials - ability to see their invoices with real-time updates.

Home Screen

The patient is able to view new messages, new documents, unpaid invoices and treatment plans notification on their Home screen. 

Messenger

A notification will appear in the home screen indicating there is a new message.  Click on the message icon to view the message. 

 Click on the message icon to view the message. 

Once the message is viewed you are able to respond by texting inside the free text box then send the message. 

The patient can create a new message by clicking the plus sign icon. 

Click the drop down icon to add a recipient.

Select the recipient's name by clicking the box. Note: Patient's can add multiple recipients by marking the appropriate boxes. Then click Ok. 

After filling out the fields. Click the Send button. 

Select the subject name to view the newly created message.

The patient will now  be able to view the created message and will have the same functionality as mentioned above. 

Documents

A notification will appear in the home screen indicating there is a new document.  Click on the message icon to view the message.

Within the document tab, patients can look at documents that have been uploaded to the patient's chart.

1.  For patient- Documents that have been uploaded by the clinic for the patient(example,  a patient information sheet).

2. By Patient-  Documents that have been uploaded by the patient (i.e. medical history forms, images...etc).  To upload a document select the white plus sign to upload documents for the clinic. Patients can easily upload documents to their chart for either themselves or their partners within the document tab.

1. Upload the document file 

2. Name the Document 

3. Select from the dropdown what type of document this is

4. Select save

 

Treatment Planning

Click on Treatment Planning.

 

1. The patient will be able to see the date the estimate is valid until, the payment due date, and the introduction from the financial coordinator.

2. The estimates information

3. To view the estimates, click on Open Plan.  

 

The view will expand to display the entire estimate for that plan to review the details. 

To close the expanded view of the estimate, click on Hide Plan.

 

The Total Estimate Patient Responsibility will reflect in the bottom right-hand corner of the estimate.  

Once a decision is made, the patient will want to click Select Plan.

 

1. The patient has a free-text field to type a message to the Financial Coordinator before confirming their selection.  

2. When they click Confirm Selection they will only see the plan they selected.  See the below image for an example.

3. Click the arrow to cancel and go back to the last screen.

 

 

The patient has the ability to message their financial coordinator directly from the Expense Estimator Details screen.  Clicking I need more help will send an instant message to the Financial Coordinator.

Click Hide Messenger/Show Messenger to collapse or expand the messenger view.

Please see the Messenger area above for further information.

 

 

  

 

Financials

A notification will appear on the home screen indicating there are unpaid invoices.  Click on the Unpaid invoices icon or click the Financials tab to view the invoice.

 

 

Within the Financial tab, patients can view their prior and current invoices. The balance will also display at the top. 

 

The above screenshot is an example of an invoice. The patient can print by clicking the printer icon or download the invoice to their computer as needed.

 

 

**All manuals are compliant with HIPPA regulations.  No patient information has been released.  All screenshots above were taken from a test clinic with fake patient information.