LifeCard for PrimaryClinic Practice

• LifeCard Configuration:

1. Select Setup from the Main Menu
2. Select Global Options
3. The Global Options window will now appear.

1. Select LifeCard tab. Check Enable LifeCard check box to enable/disable LifeCard

1. Select Staging or Production mode environment
2. Select OK to save configuration.
3. If select Enable LifeCard, it will appear LifeCard menu on Main Menu

• LifeCard Permission Management:
• The LifeCard have 2 rights: Add (allow create new account), Upload (allow upload letter via RefferalNet agent)
• Select Setup from Main Menu
• Select User Account Management

1. The User Account Management window will now appear
2. Select Groups tab, select group need assign right for LifeCard.
3. Double click selected group or press Edit button
4. The Role – Details window will now appear

1. Select LifeCard from TreeView, expand LifeCard group and check active right.

• Create New LifeCard Account:
• Select one Patient from any controls (ex: Patients, Patient detail…)
• Select LifeCard from MainMenu
• Select Register Patient **Patient must have an Email Address**

1. The Terms and Conditions of use window will popup.
2. Check I accept the Terms and Conditions checkbox and press CREATE ACCOUNT button

• Link a patient to a LifeCard account:
• Open Patient Detail

1. Input LifeCard number on LifeCard# textbox on LifeCard group and press Save button

• Upload Letters via RefferalNet agent:
• Select one Patient from any controls (ex: Patients, Patient detail…)
• Select LifeCard from MainMenu
• Select Upload clinical documents
• The LifeCard data window will now appear
• Select Letters need submit and press Submit button

• Enable/Disable Opt-out LifeCard Registration:
• Select Setup from the Main Menu
• Select Global Options
• The Global Options window will now appear.
• Select LifeCard tab. Check Enable LifeCard check box to enable
• Select Staging radio. Check Enable opt-out LifeCard registration to enable/disable opt-out LifeCard registration
• If check Enable opt-out LifeCard registration, when create new patient will auto register LifeCard account

Register Bulk Accounts:

• Select LifeCard from the MainMenu
• Select Register Bulk Accounts
• The Register Bulk Account window will now appear
• Select Patients need register
• Press Register button