What information is shared in the patient portal (PHR)?

Only structured data from the patient chart (lab results, diagnoses, medications, immunizations, allergies) and certain fields of a chart note will appear. The written SOAP content of chart notes will not be included. 

  • Lab tests and results will show tests you have shared with the patient broken out by component, including their results and standard range. From your EHR lab results, you can share individual components or the full test results. Lab results will only appear if they are in final status, even if you have already shared them, and certain format of labs (namely PDF results) will not appear in full.

  • Diagnoses include specific diagnoses you have added to the Dx list in the patient’s chart or have added to a chart note by clicking Add diagnosis.


  • Medications include current and past medications you have added to the the Rx List in the patient’s chart or have added to a chart note by clicking Add medication. Medications you have prescribed will include your SIG directions for the patient in addition to other information about quantity of the prescription and number of refills available.


  • Immunizations includes all immunizations recorded for the patient from the Immunizations section of the patients chart. This includes the status of the immunization, the source and the date.


  • Allergies includes all allergies recorded for the patient from the Allergies section of the patient’s chart. This includes severity, reaction and onset.


  • Procedures includes certain screenings, interventions or assessments added in the Screenings/Interventions/Assessments section of a chart note, in addition to items selected from Quality of Care. Care plans recorded in an encounter will also appear. This information will be available to patients after your note has been signed.

  • Your patient will also see a record of any past or upcoming appointments they have, as well as the last vitals recorded in a signed chart note.

For more information on the patient portal, see What is Patient Fusion?

Patient Fusion

  1. Using Patient Fusion to connect with and engage your patients
  2. How do I get a Patient Fusion Online Scheduling Profile?
  3. Online Appointment Booking Page FAQ
  4. Why don't I see my name in search results for Patient Fusion's Online Booking Page?
  5. What is Patient Fusion (patient portal)?
  6. How do I enable a patient in Patient Fusion (patient portal)?
  7. What information is shared in the patient portal (PHR)?
  8. How do I troubleshoot Patient Fusion login issues?
  9. How does patient portal auto-invite work?
  10. What is Patient Intake (Online Check-In)?
  11. Which users can invite patients to access the patient portal?
  12. How do I turn off my Online Profile or Online Appointment Booking?
  13. What screenings, interventions or assessments are shared with the patient?
  14. Where can I get the Online Patient Fusion Profile URL?
  15. How do I embed appointment booking on my website?
  16. How does a patient register for their Patient Fusion portal (PHR)?
  17. How can I help a patient troubleshoot patient portal login issues?
  18. I need help with the Patient Fusion portal
  19. How do I give a patient or their family/caregivers access to the patient portal?
  20. How do I revoke a patient's access to the Patient Portal?
  21. How can patients send a message to their provider?
  22. How soon will available appointments update on my Online Profile?
  23. How do I process patient appointment requests?
  24. What information can I share with patients from an encounter?
  25. What is search engine optimization (SEO)?
  26. How does my patient link their Patient Fusion account to an existing account?
  27. How do I disable auto-invite?
  28. What if a patient receives an access error when viewing their patient portal?
  29. What can I do if some patients are not receiving PHR enrollment emails?
  30. How do I create Patient Intake (Online Check-In) Templates?
  31. How do I process Patient Intake (Online Check-In) Forms?
  32. How do I set up a cancellation policy for my Online Booking Page?
  33. How can a patient book an appointment online?
  34. How does a patient fill out the Patient Intake (Online Check-In) Form?
  35. How do I process Online Appointment Booking reschedule and cancellation requests?
  36. What are the System Requirements for Patient Fusion?

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