How to use MedITEX WebPortal

Latest revision as of 15:39, 30 September 2016

This page provides a detailed documentation as well as instructions on how to use MedITEX WebPortal.

In the following page, screenshots for both Desktop version and Mobile version will be displayed in every section.

Log in

First log in

If you are using the webportal for the first time, you have to use the standard password that have you received from the clinic.

Afterwards you will be asked to change this password before you can continue.

If you want to see your new password in plaintext you can uncheck 'Hide passwords?'.

General log in

Type in either your username or your email address associated with your webportal account and your password.

If you want to see your password in plaintext you can uncheck 'Hide password'.

Forgot your password?

If you forgot your password you can click on “Forgot your password?” on the log in page.

You will be redirected to this page where you can type in your username or email address associated with your webportal account.

After clicking 'Continue' you will receive an email with a link to the page where you can easily create a new password.

After saving the new password, you can log in.

If you don’t have an associated email address you cannot use this functionality. Please contact the clinic to reset your password.

Navigation

The navigation shows you the different available areas that you can choose. The red bullet on 'Messages' shows you the number of unread messages.

Home

The homescreen is an overview. You can display your next appointments and your favourite documents.

This area is only available for the desktop version of webportal.

Demographics

In demographics, you can display and change your data.

Change data

To find everything easily, there are four different areas:

Personal data
Contact details
Occupational data
Account data

<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/DemoChangeSave.png" alt="" width="128" height="25" />	Save all your changes.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/DemoChangeCancel.png" alt="" width="129" height="25" />	Don’t save your changes and discard.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/DemoChangeGoTo.png" alt="" width="128" height="25" />	If you are using your webportal together with your partner you can display the partner's data.

Change Email address

If you want to change your email address go to 'Contact details' and press the button next to your email address.

A new window will open. Here you can change your email address.

Change password

If you want to change your password, go to 'Account data' and press the button next to your password as shown in the screenshots.

A new window will open. Here you can change your password.

Messages

Areas

There are three different areas

Inbox
Sent
Draft

Open message

To open a message in the desktop version, you have to double click on the desired message.

To open a message in the mobile version, you have to click on the desired message.

<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/NewMessageWP.png" alt="" width="198" height="25" />	Click on this button to create a new message. An empty page, where you can type in your message, will open.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/ReplyWP.png" alt="" width="129" height="24" />	Open the message you want to reply and click on this button.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/PrintMessageWP.png" alt="" width="129" height="24" />	Print message is only available for inbox messages and sent messages. To print a message, open the message that you want to print and click on this button.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/OpenAttachmentsWP.png" alt="" width="32" height="26" /> <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/OpenAttachementInbox.png" alt="" width="244" height="127" />	There are two different ways to open an attachment: You can click on the paperclip in the overview of inbox messages (only available in desktop version). You can directly open a message and click on the name of the attachement.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/UploadFileMessageWP.png" alt="" width="129" height="24" />	Only one document can be uploaded to one message. To upload a document open a new message or reply to a received message and press this button. Afterwards you can choose the document you want to upload.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/RemoveFileMessageWP.png" alt="" width="281" height="25" />	If you want to remove an uploaded document, click on this button.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/SetAttachementFav.png" alt="" width="265" height="24" /> <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/RemoveAttachementFav.png" alt="" width="265" height="25" />	Set attachment as favourite/Remove attachment from favourites: If you receive a message with an attachment, you can set the attachment or remove it from your favourites. Just click on one of these buttons.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/SaveAsDraftWP.png" alt="" width="199" height="25" />	If you write a new message or reply to a message but you don’t want to send it immediately, you can save it as a draft.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/DeleteDraftWP.png" alt="" width="198" height="25" />	If you want to delete a draft, click on this button.

Documents

Open document

There are two different ways to open a document:

You can click on the paperclip in the overview of inbox messages (only available in desktop version).
You can directly open a message and click on the name of the attachement.

Set document as favourite/Remove document from favourites

Set attachment as favourite/Remove attachment from favourites:
If you receive a message with an attachment, you can set the attachment or remove it from your favourites. Just click on one of these buttons.

Appointments

Please note that the appointment types shown in the screenshots are example types and are designated by the clinic appointment types within MedITEX Scheduler.

You can display your appointments and make new appointment requests.

Areas

To have an overview of all appointments, we have two areas:

Confirmed appointments: Displaying all appointments which are already confirmed by the clinic.
Requested appointments: Here you can display all the requests which have not been confirmed yet and see the declined appointments.

Cancel appointment request

It is possible to cancel an appointment request if there is no answer from the clinic.

If you want to cancel an appointment request go to 'Requested appointments' and click on this button.

New appointment request

To make a new appointment request, click on this button.

Now you have to fill out some information about the request:

Patient and treatment: If you use the webportal together with your partner, you can also make a request for her/him. Afterwards you have to choose the desired treatment.

<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/PatientAndTreatmentDesktop.png" alt="" width="588" height="572" />
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/AppointmentsOverviewMobile.png" alt="" width="287" height="510" />	<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/PatientAndTreatmentMobile2.png" alt="" width="287" height="510" />

Clinician: For some treatments (not for all), you can choose your desired clinician.

Date and time: Here you can select a date and a time for your appointment. If you don’t want to search for the next possible date you can use the button 'Next possible date' and it will be made automatically.

Confirm: The last step is to check all the information and confirm the request. If you want to write something in addition, you can use the field for comments. Once your request is complete, please click on 'Confirm' to send the appointment request to the clinic.

How to use MedITEX WebPortal

From MedITEX - Wiki

Latest revision as of 15:39, 30 September 2016

Contents

Log in

First log in

General log in

Forgot your password?

Navigation

Home

Demographics

Change data

Change Email address

Change password

Messages

Areas

Open message

Documents

Open document

Set document as favourite/Remove document from favourites

Appointments

Areas

Cancel appointment request

New appointment request

@@ Line 1: / Line 1: @@
+<p>This page provides a detailed documentation as well  as instructions on how to use <strong>MedITEX WebPortal</strong>.</p>
 <p><em>In the following page, screenshots for both Desktop version and Mobile version will be displayed in every section.</em></p>
 <h2>Log in</h2>
@@ Line 197: / Line 198: @@
 <tr>
 <td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/ReplyWP.png" alt="" width="129" height="24" /></td>
-<td>Open the&nbsp; message you want to reply and press this button.<br /></td>
+<td>Open the&nbsp; message you want to reply and click on this button.<br /></td>
 </tr>
 <tr>
@@ Line 203: / Line 204: @@
 <td>
 <p>Print message is only available for inbox messages and sent messages.</p>
-To print a message, open the message that you want to print and press this button.</td>
+To print a message, open the message that you want to print and click on this button.</td>
 </tr>
 <tr>
-<td>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/OpenAttachmentsWP.png" alt="" width="32" height="26" />
-<p><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/OpenAttachmentsWP.png" alt="" width="32" height="26" /></p>
 <p>&nbsp;</p>
-<p><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/OpenAttachementInbox.png" alt="" width="244" height="127" /></p>
+<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/OpenAttachementInbox.png" alt="" width="244" height="127" /></td>
+<td>&nbsp;
+<p>There are two different ways to open an attachment:</p>
+<ul>
+<li>You can click on the paperclip in the overview of inbox messages (only available in desktop version).</li>
+<li>You can directly open a message and click on the name of the attachement.</li>
+</ul>
 </td>
-<td>&nbsp;</td>
 </tr>
 <tr>
@@ Line 223: / Line 228: @@
 <tr>
 <td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/RemoveFileMessageWP.png" alt="" width="281" height="25" /></td>
-<td>If you want to remove an uploaded document, press this button.<br /></td>
+<td>If you want to remove an uploaded document, click on this button.<br /></td>
 </tr>
 <tr>
@@ Line 229: / Line 234: @@
 <p>&nbsp;</p>
 <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/RemoveAttachementFav.png" alt="" width="265" height="25" /></td>
-<td><ol> </ol>Set attachment as favourite/Remove attachment from favourites: <br /><ol> </ol> If you receive a message with an attachment, you can set the attachment or remove it from your favourites. Just press one of these buttons.</td>
+<td><ol> </ol>Set attachment as favourite/Remove attachment from favourites: <br /><ol> </ol> If you receive a message with an attachment, you can set the attachment or remove it from your favourites. Just click on one of these buttons.</td>
 </tr>
 <tr>
@@ Line 237: / Line 242: @@
 <tr>
 <td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/DeleteDraftWP.png" alt="" width="198" height="25" /></td>
-<td>If you want to delete a draft, press this button.<br /></td>
+<td>If you want to delete a draft, click on this button.<br /></td>
+</tr>
+</tbody>
+</table>
+<p>&nbsp;</p>
+<h2>Documents</h2>
+<table style="margin-left: auto; margin-right: auto;" border="0" width="10" height="44">
+<tbody>
+<tr>
+<td>
+<p>[[Image:DocumentsOverviewDesktop.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/DocumentsOverviewDesktop.png| ]]</p>
+</td>
+</tr>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/DocumentsOverviewMobile.png" alt="" width="287" height="510" /></td>
+</tr>
+</tbody>
+</table>
+<p>&nbsp;</p>
+<h3>Open document</h3>
+<table style="margin-left: auto; margin-right: auto;" border="0" width="275" height="546">
+<tbody>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/OpenAttachmentsWP.png" alt="" width="32" height="26" />
+<p>&nbsp;</p>
+<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/OpenAttachementInbox.png" alt="" width="244" height="127" /></td>
+<td>&nbsp;
+<p>There are two different ways to open a document:</p>
+<ul>
+<li>You can click on the paperclip in the overview of inbox messages (only available in desktop version).</li>
+<li>You can directly open a message and click on the name of the attachement.</li>
+</ul>
+</td>
+</tr>
+</tbody>
+</table>
+<p>&nbsp;</p>
+<ol> </ol>
+<h3>Set document as favourite/Remove document from favourites</h3>
+<table style="margin-left: auto; margin-right: auto;" border="0" width="275" height="546">
+<tbody>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/SetAttachementFav.png" alt="" width="265" height="24" />
+<p>&nbsp;</p>
+<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/RemoveAttachementFav.png" alt="" width="265" height="25" /></td>
+<td>Set attachment as favourite/Remove attachment from favourites: <br /> If you receive a message with an attachment, you can set the attachment   or remove it from your favourites. Just click on one of these buttons.</td>
+</tr>
+</tbody>
+</table>
+<ol> </ol>
+<h2>Appointments</h2>
+<p>Please note that the appointment types shown in the screenshots are example types and are designated by the clinic appointment types within MedITEX Scheduler.</p>
+<p>You can display your appointments and make new appointment requests.</p>
+<h3>Areas</h3>
+<p>To have an overview of all appointments, we have two areas:</p>
+<ul>
+<li>Confirmed appointments: Displaying all appointments which are already confirmed by the clinic.</li>
+<li>Requested appointments: Here you can display all the requests which have not been confirmed yet and see the declined appointments.</li>
+</ul>
+<table style="margin-left: auto; margin-right: auto;" border="0" width="10" height="44">
+<tbody>
+<tr>
+<td>&nbsp;<img src="/images/AppointmentsOverviewDesktop.png" alt="" width="588" height="510" /><br /></td>
+</tr>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/AppointmentsOverviewMobile.png" alt="" width="287" height="510" /></td>
+</tr>
+</tbody>
+</table>
+<p>&nbsp;</p>
+<h3>Cancel appointment request</h3>
+<table style="margin-left: auto; margin-right: auto;" border="0" width="275" height="546">
+<tbody>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CancelAppointmentWP.png" alt="" width="197" height="25" />
+<p>&nbsp;</p>
+<img src="/images/CancelAppointmentMobileWP.png" alt="" width="287" height="510" /></td>
+<td>
+<p>It is possible to cancel an appointment request if there is no answer from the clinic.</p>
+<p>If you want to cancel an appointment request go to '<strong>Requested appointments</strong>' and click on this button.</p>
+</td>
+</tr>
+</tbody>
+</table>
+<p>&nbsp;</p>
+<ol> </ol>
+<h3>New appointment request</h3>
+<table style="margin-left: auto; margin-right: auto;" border="0" width="275" height="546">
+<tbody>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/NewAppointmentWP.png" alt="" width="198" height="24" /></td>
+<td>To make a new appointment request, click on this button.</td>
+</tr>
+</tbody>
+</table>
+<p>Now you have to fill out some information about the request:</p>
+<ul>
+<li><strong>Patient and treatment:</strong> If you use the webportal together with your partner, you can also make a request for her/him. Afterwards you have to choose the desired treatment.</li>
+</ul>
+<table style="margin-left: auto; margin-right: auto;" border="0">
+<tbody>
+<tr>
+<td colspan="2"><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/PatientAndTreatmentDesktop.png" alt="" width="588" height="572" /></td>
+</tr>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/AppointmentsOverviewMobile.png" alt="" width="287" height="510" /></td>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/PatientAndTreatmentMobile2.png" alt="" width="287" height="510" /></td>
+</tr>
+</tbody>
+</table>
+<p>&nbsp;</p>
+<ul>
+<li><strong>Clinician:</strong> For some treatments (not for all), you can choose your desired clinician.</li>
+</ul>
+<table style="margin-left: auto; margin-right: auto;" border="0" width="10" height="44">
+<tbody>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/ClinicianDesktopWP.png" alt="" width="415" height="670" /><br /></td>
+</tr>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/ClinicianMobileWP.jpg" alt="" width="287" height="509" /></td>
+</tr>
+</tbody>
+</table>
+<p>&nbsp;</p>
+<ul>
+<li><strong>Date and time:</strong> Here you can select a date and a time for your appointment. If you don&rsquo;t want to search for the next possible date you can use the button '<strong>Next possible date</strong>' and it will be made automatically.</li>
+</ul>
+<table style="margin-left: auto; margin-right: auto;" border="0" width="10" height="44">
+<tbody>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/DateTimeDesktopWP.png" alt="" width="405" height="637" /><br /></td>
+</tr>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/DateTimeMobileWP.png" alt="" width="287" height="510" /></td>
+</tr>
+</tbody>
+</table>
+<p>&nbsp;</p>
+<ul>
+<li><strong>Confirm:</strong> The last step is to check all the information and confirm the request. If you want to write something in addition, you can use the field for comments. Once your request is complete, please click on '<strong>Confirm</strong>' to send the appointment request to the clinic.</li>
+</ul>
+<table style="margin-left: auto; margin-right: auto;" border="0" width="10" height="44">
+<tbody>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/ConfirmDesktopWP.png" alt="" width="475" height="670" /><br /></td>
+</tr>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/ConfirmMobileWP.png" alt="" width="287" height="510" /></td>
+</tr>
+</tbody>
+</table>
+<p>&nbsp;</p>
+<table style="float: right;" border="0">
+<tbody>
+<tr>
+<td style="text-align: left;"><a href="#top">Back to top</a></td>
 </tr>
 </tbody>
 </table>
 <p>&nbsp;</p>
+<ol> </ol>
 <ul>
 </ul>