Get Started and Manage Accounts with MYIO

Set Up

Existing Patient 

For individual patient account setup, click on Portal tab from Persons & Institutions | Patients | select Patient, click Invite to MYIO Portal from Setup Account drop-down list in the Portal tab.

Multiple patient account setup can be accomplished through the Patient Communications Automated MYIO Portal Onboarding Reminder.

New Patient 

Create a New Patient

Click on Portal tab, click Invite to MYIO Portal from Setup Account drop-down list

Enter phone or email address in "Invite to MYIO Portal" window, then click Send 

There will be a green success banner briefly displayed and new information will show 

The patient will receive an email with instructions to use access code to create an account 

Once the patient’s MYIO account is activated, the patient completes the onboarding process

Persons & Institutions | Practice | Patient Portal Tab

The options in the Patient Portal tab in Persons & Institutions | Practice allow customization of information in MYIO.

Navigate to Persons & Institutions | Practice | Patient Portal tab

Credentials

Portal Url: unique to each practice for browser access to MYIO

Settings

• Appointment Requests
• Create placeholder appointments
• Show Balances in Patient Portal

Onboarding

• Skip Previously Completed Fields: if checked, auto-skips fields in MYIO onboarding when they are already filled in the patient record 
• Include Pronouns & Gender Identity: if checked, shows these fields in MYIO onboarding
• Require Credit Card Information: if checked, shows these fields in MYIO onboarding
• Require Insurance Information: if checked, shows these fields in MYIO onboarding

Self-Check-In

• Appointment Self-Check-In
• Require Payment for Self-Check-In

Demographic Updates Queue

The Demographic Updates Queue lists the changes that patients have submitted via MYIO. To prevent incorrect information from being entered by mistake or otherwise, the practice needs to verify the information given by the patient. Once demographic updates are saved, they may be found in Persons & Institutions | Patients | select patient | Demo tab. Once insurance updates are saved, they may be found in Persons & Institutions | Patients | select patient | Ins tab.

Accessing the Demographic Updates Queue

Click Demographic updates from Dashboard | Action Items 

OR Navigate to Tools | Demographic Updates Queue from the left menu

Table Navigation Tips

Top right icons: 

	Removes all filters that have been set for any field
	Refreshes data if any changes were made

Column Filtering Tools:

• Filter Icon: Click on icon and check boxes to display selected column data, click OK to save filtered selections  
• Reorder arrow: If clicked, updates list order to ascending or descending  
• Search Icon Field: Type in text to select specific column data

Demographics Updates Tab 

Displays list of patients who submitted updates through MYIO.

Columns: 

• Selection checkboxes: click header checkbox to select all
• Date 
• Patient ID 
• Name 
• Update Type 

Saving Submitted Demographic Updates 

Individual 

Click on a row, review "Updated Values", click Save

 Batch action

Click top checkbox to select all, or click boxes to the left of individual rows

Click Save from "Batch Action" drop down

Insurance Updates Tab 

Displays list of patients who submitted insurance updates through MYIO.

Columns: 

• Date 
• Patient ID 
• Name 
• Update Type 

Saving Submitted Insurance Updates  

Click on a row, review update submissions, select insurance "Type" from drop down list, click Save

Manage Accounts

Navigate to Persons & Institutions | Patients | select patient | Portal tab

The "Manage Account" drop-down list allows the practice to: 

• Generate a new password for a patient (automatically unlocks the account)
• Email instructions to reset a password (patient is sent link to update their password)
• Close an existing account (deactivating the account) 
  • The Patient Portal Account setup warning will appear. Click Yes to deactivate the account
  • The Patient Portal Account Confirmation Box will appear, click OK 
• Send eSignature Request

Note: A patient MYIO account is locked when the patient incorrectly enters user name or password five times. The patient can wait 15 minutes for the account to unlock, or contact the practice to reset the password. The practice would use the "Generate New Password" option in this situation. The "Email Instructions to Reset Password" option will not bypass the locked account.