Patient Portal Buyer’s Guide: Must-Have Features for Telehealth Provider

Patient portals and EHRs need to work perfectly together. You should evaluate vendors based on how well they integrate, support quality, and offer customization options. The right platform becomes part of your practice and matches your workflow and care philosophy.

Security is crucial. Strong encryption, multi-factor authentication, and complete audit trails keep patient information safe and build trust. These features help you stay HIPAA compliant - something you can't compromise on with telehealth tech.

In this piece, I'll help you pick a patient portal that combines smoothly with your EHR and meets your practice's unique needs.

Key features to look for in a patient portal platform

Selecting a patient portal platform requires finding the right mix of features at the time you make your choice. Research shows that over 85% of physicians and nurses now use smartphones or tablets for patient care. Let's explore the features you need to run your telehealth practice smoothly.

Appointment Scheduling And Reminders

Both patients and staff save precious time with self-scheduling options. A reliable appointment system should let patients book, reschedule, or cancel appointments immediately, even after business hours. Patients who have this control miss fewer appointments, which leads to better revenue and health outcomes.

Your scheduling system needs these features:

  • Patients should see provider availability based on actual calendars
  • Patient records must link to appointments, including treatment history
  • The system should prevent double-booking or scheduling conflicts
  • Automated reminders should go out via text or email

Studies reveal that all but one of these appointments happen during regular office hours. Patients with busy schedules value this flexibility.

Secure Messaging And File Sharing

Clinical staff now exchange text messages about patient care 60-80% of the time. Regular SMS lacks security features. Your patient portal needs HIPAA-compliant messaging.

Data encryption during transit and storage on devices forms the foundation of secure messaging. This protection guards against unauthorized access through interception, theft, or loss. Nearly 30% of clinical staff wrongly believe standard SMS meets HIPAA requirements.

Secure messaging does more than provide security - it makes clinical communication better. Research shows that these messaging applications help reduce hospital stays while making care more efficient and providers happier.

Access To Medical Records And Test Results

Patients who can access their medical information take a more active role in their care. Data from 2022 shows 90% of people who accessed online medical records looked at test results, while 70% read clinical notes. This access helps them make better health decisions.

The best patient portal software shows vital signs, clinical notes, lab results, and imaging reports clearly. Some systems let patients download discharge instructions and check their procedures, allergies, and immunization records.

Prescription Refill Requests

Digital prescription management saves everyone time. The old way of handling refills often meant endless phone tag that wasted staff time and upset patients. Patient portals let people submit refill requests online and watch their status.

E-prescribing lets providers send new prescriptions or renewal approvals straight to pharmacies. This method works faster and reduces errors compared to paper prescriptions or phone calls.

Billing And Payment Tools

Financial features play a vital role in portal design. Your system needs secure payment processing that works with credit cards and HSA/FSA accounts.

A full billing system displays statements, accepts payments, and provides receipts. Advanced systems can check insurance eligibility and show cost estimates immediately. Patients appreciate knowing their financial responsibilities before treatment.

Support For Asynchronous Care

Healthcare now relies more on asynchronous care - where providers and patients don't need to communicate at the same time. Providers can review information when it suits them and focus better on patient interactions.

Useful asynchronous features include:

  • Structured symptom forms
  • Digital journals or trackers
  • Photo or video upload options for visual conditions
  • E-visits for non-urgent issues

Patients can fill out online forms whenever they want. Providers can manage care outside traditional visits. The COVID-19 pandemic showed how vital patient portals became - 42.50% of portal messages dealt with symptom assessment and 30.84% shared test results.

These features work together to create a patient portal that serves everyone well. Think about which capabilities match your practice's workflow and what your patients expect before you decide.

Security, Compliance, And Patient Trust

Healthcare security breaches hit organizations hard in their wallets. Data breaches in healthcare cost $10.10 USD million on average - nowhere near what other industries typically face. Your patients' data needs protection as cyber threats become more sophisticated. This builds trust and meets legal requirements.

HIPAA Compliance And Encryption

HIPAA sets strict security standards to protect electronic protected health information (ePHI). While it doesn't specify exact technologies, you need appropriate safeguards based on your risk assessment.

Encryption plays a vital role in HIPAA compliance. The Security Rule lists encryption as an "addressable" safeguard - you must use it if your risk assessment shows it makes sense. Patient portals contain sensitive ePHI that needs protection during transmission and storage.

End-to-end encryption (E2EE) provides better protection by making data unreadable without proper decryption keys. No unauthorized access happens even if someone intercepts the data. Patient portal platforms often use Advanced Encryption Standard (AES), especially 192-bit and 256-bit variants, which are highly secure.

Healthcare has become the prime target for cyberattacks because medical information commands high prices on the black market. Security breaches affected 160 million people last year alone. Strong encryption isn't optional anymore - it's crucial to survive.

Audit Trails And Access Controls

Audit trails keep track of who accessed what information and when. 

These detailed logs serve three main purposes:

  • Accountability for all patient data interactions
  • Early detection of suspicious patterns
  • Evidence during security investigations

HIPAA requires you to implement hardware, software, and procedural mechanisms that record and examine activity in systems with ePHI. 

Audit logs come in three types:

  1. Application audit trails - Monitor user activities within applications, including creating, reading, editing, or deleting records
  2. System-level audit trails - Track login attempts, usernames, dates, times, and devices used
  3. User audit trails - Record events initiated by users, such as commands and file access

Access controls work with audit trails to limit ePHI exposure to authorized personnel. Role-based access control (RBAC) grants access based on job descriptions and information needs. This reduces internal data breach risks by following the "minimum necessary" principle - users only access what they need.

Multi-Factor Authentication

Multi-factor authentication (MFA) adds crucial security layers beyond passwords. Microsoft's data shows MFA stops 99.9% of automated attacks

MFA needs verification through at least two different categories:

  1. Something you know (password)
  2. Something you have (smartphone)
  3. Something you are (fingerprint)

Healthcare systems face constant attacks, especially since COVID-19 increased cyberthreats against patients and medical workers. Poor password practices cause more than 80% of healthcare data breaches. MFA fixes this weakness by requiring extra verification beyond passwords.

Cyber insurance providers now require MFA for coverage. MFA also helps meet HIPAA's requirements to protect ePHI. HHS recommends MFA as a best practice to protect health information in telehealth.

Patients want to see visible security measures. Patient portals and EHRs with strong security features show your dedication to privacy. Strong security practices aren't just regulatory requirements - they give you a competitive edge as healthcare moves online.

Choosing The Right Vendor And Integrations

Your choice of vendor partnership could make or break your telehealth success. You'll need to review how well potential vendors match your practice's needs after deciding to purchase rather than build.

EHR And Billing Software Integration

A patient portal's strength comes from its connections. 

A system that works offers:

  • Bidirectional synchronization with your EHR system
  • Direct integration with billing software for secure payment processing
  • Automated data sharing between scheduling, documentation, and payment systems
  • Less manual entry through API support

Yes, integrated workflows indeed help create uninterrupted experiences. Providers can complete a full telehealth visit, from scheduling to billing, without leaving their primary system. This integration cuts down errors and makes documentation more accurate.

Customer Support And Onboarding

Practice size and software complexity determine implementation time, which ranges from a few weeks to several months. 

Quality vendors provide:

  • Individual needs assessment before setup
  • Complete staff training
  • Optimized workflow support
  • Live customer support via phone, chat, or email

The best vendors offer migration tools so you won't have to register patients manually. On top of that, their platforms manage all patient portal integrations and demographic data transfers to make conversion easier.

Customization And White-Label Options

Most telehealth providers want their patient portal to feel like a natural extension of their practice. Quality vendors provide white-label solutions that blend your brand elements logo, colors, and fonts to create a consistent experience for patients.

Beyond looks, you need software that adapts to your clinical workflows. The best patient portal software lets you collaborate with the development team to build systems matching your practice's specific processes.

The right vendor becomes a long-term partner in your telehealth experience. You should review their expandable solutions, integration capabilities, and responsiveness before making this vital decision.

Final Words:

Your patient portal is the heart of modern healthcare delivery. You should take time to review your options and get your clinical team involved in picking one. 

Look for a solution that balances security, features, and ease of use. The right portal doesn't just digitize your practice - it raises the care experience for everyone.

Digital options have become the preferred choice for healthcare management. More than 25% of patients would rather schedule appointments online than use traditional methods.