Table 3.

Components and Considerations of a Patient Portal

Components	Considerations
Service-related features	Deploy system wide
Medication renewals
Scheduling	Assess consequences on organizational resource use
Referral requests
Billing	Understand implications for organizational goals
Patient-provider communication tool	Deploy a phased rollout in selected provider settings
	Tailor to provider needs by identifying work groups and mapping workflow
	Automate documentation
	Develop guidelines for appropriate content of messaging and expectations about replies
Patient portal record
Medical record source	Identify appropriate content
Test results and reports	Develop rules for access and processing of various components of the medical record based on clinician preferences
Provider notes and summaries
Patient source
Current medications
Immunization history
Blood sugar or blood pressure logs
General	Develop and deploy online and phone user support strategy
	Develop and deploy an evaluation, feedback, and improvement strategy