• Medcera patient portal enables patient to book appointment with fusion and connect partners and get updates on their health records.
• Patient can track appointment status, prescription, pay bills, payment refund, securely share record with other doctors etc. 
• Patient can access Lab test report, Imaging test report, Insurance, E-prescription report, Medical Summary etc.
• Patient portal enables patient to allocate specific Tasks and send Messages to Fusion and connect partners.
•  Click on the link below to access patient portal.
•   https://patients.medcera.com/

2.1 Registration

• Open patient portal with through this link https://patients.medcera.com/
• Click on “Register/Login” button to register as shown below.

• A click on “Register/Login” button displays the page below.

• Click on “Sign Up for Free” tab to resister as a Patient. 

• A click on “Sign up for free” button displays the screen below.
• Fill out the mandatory personal details and click “sign up” button.

• On successful registration, the message below pop up..

• Account activation e-mail will be sent  to the registered email ID.

• Click on the activation link given in mail to activate your account.
• Reset your password, and confirm your password.

• On successful password setting, your account will be activated and following message will be displayed.

2.2  Log In

• After account activation, you will be able to login through this link https://login.medcera.com/

• On successful login user will be redirected to patient dashboard.

• Patient logging in for the first time will have to set their account using “Account Configuration” tab in profile menu at the top right corner of the  dashboard.
• Click on profile, select “Account Configuration” from the drop down as shown below.

1. Account Configuration
2. Change Password
3. Logout

• Click on “Account Configuration” from the drop down.

3.1 Account Configuration

• Click on “Account Configuration” from the drop down.

• The following page will be displayed including Patient’s personal information and bank details of the patient.

3.2 Change Password

• Change/Reset password by clicking ‘Change Password’ under profile tab. Enter new password, confirm password and click on “Submit” button as shown below:

3.3 Log Out

• Click on “Log Out” from the drop down menu to log out from the account as shown below.

• Click on “Book Appointment” button at the top right corner of the dashboard to book an appointment.

• A click on  “book appointment” button displays a list of doctors as seen below.

• User can select multiple options for optimizing the list of Fusion for a particular treatment. Select required treatment name, select country in which you are looking for treatment, select your state, select the city accordignly, type the address if you are looking for a specific area. Click on ‘Search’ button as shown below.

• Initially the doctor listing will be general.
• User will be able to filter doctors by searching from the above provided search feature.
• The doctor’s details will be displayed as seen below.

• To book an appointment with a particular doctor, click on “Find an appointment” button on the doctor’s card.
• This will redirect user to specify appointment scheduling details.

4.1  Steps to book an Appointment

• A click on “Find appointment” button redirects patient to the next page to fill out their details.
• Doctor details are displayed with timings.
• Appointment booking is divided into 3 steps.

4.1.1  Selecting appointment date and time

• For non-emergency Treatments:

• If the doctor is not available on scheduled time it will show the note below.

• For Emergency treatments:
• Patient can set an emergency Appointment if necessary, by checking ‘yes’ to display list of time schedule as per Doctor’s availability on the selected date.
  • For emergency Appointment Extra charges will be added to Patient’s bill as displayed below.

4.1.2 Add personal Information

• Select Yes or No as per your previous appointments and state reason for appointment.
  • If you click ‘yes,’ then it will be considered that you have visited the fusion before.
  • If you click ‘No’ then it will be considered that you are visiting the fusion for the first time.

4.1.3  Add Contact Information

• Add or edit your contact details in step 3 and click on the “Book Appointment”. 
• Patient can view the Fusion’s profile under the “About” tab by clicking the URL given by Fusion at bottom of the page Before confirming the appointment.

4.2  Payment for Appointment:

• Once appointment details are filled, user will be redirected to payment page.
• There are three payment options as seen below.

4.2.3   Bank transfer

• A click on “Bank Transfer” option gives a popup showing bank details as seen below.
• take note of the bank details and click on “okay” to continue.
• Patient can ask for help or support related to payment by using contact details given under bank details.

4.2.2  Pay Later

• Patient can choose to pay later at encounter level.

4.2.3   Paypal

• After confirming an appointment user will be redirected to the page shown below.

Dashboard

• In dashboard, user can view status of appointment counts, Lab & Imaging results, E-prescription, Payment & Refund details and MyCare Configurations.

• After appointment confirmation message is received by user, requested appointment will be in confirmed appointment in the dashboard.
• “Green tick mark” on any card suggest a new Notification.

6.1  Requested Appointments

• This menu will display list of appointments which are requested by patient but are yet to be confirmed by Fusion
• A mail will be sent to Patient, Fusion and Medcera Admin regarding appointment request.

6.2  Confirmed Appointments

• This menu displays list of appointments which are confirmed by Fusion
• A mail will be sent to patient and Medcera admin regarding appointment confirmation.

6.3  Rescheduled Appointments:

• This menu displays list of appointments which are rescheduled either by Fusion or by patient.
• A mail will be sent to patient , Fusion and Medcera admin regarding rescheduled appointment.

6.4 Canceled Appointments

• This menu displays list of appointments which are canceled either by Fusion or by patient.

6.5 Past Appointments

• This menu will display list of past appointments from inception to date.

7.1  Find connect Partner (dashboard):

• Patient can find or directly connect to Lab, Imaging center, Pharmacy, Insurance Company as per patient’s specified requirements. 
• Click on “Find connect partner” button in the dashboard as shown below.

• Patient will be redirected to the page showing list of the Connect partners as shown in screen below.

• Click on “I’m Looking for ”drop-down to select Connect partner as required.
• Patient can search any specific Partner in a particular area by selecting Country, State, City, and address of the connect partner that will display below screen including list of available connect partners in the specified area.
• Patient can access Medcera code of the connect partner with name of the connect partner, which includes other details such as address, contact info etc.
• Click on the “Find an appointment” button to continue the appointment process as shown below.

7.2 Steps for Appointment with connect partner-Lab Center

• Click on “Find an Appointment” button to access the below screen will be opened:

• There are three steps to book an Appointment:
  1. Select Reports
  2. Order Specifications
  3. Payment

7.2.1  Step 1: Select Reports

• Patient can select the required type of the test from the drop-down (i.e. Blood Type) as shown in screen below.

• Once the test type is selected, check for the specific report (That will be displayed according to Test that is selected). 
•  Patient can select either one or multiple reports as per need from the “Select Report” drop-down as shown in the screen below.

• Once test type and report are selected, select time and date from the drop-down to pick up the test result as shown below.
• Check total amount and click on “Next” button to continue to proceed to the next step.

7.2.2  Step 2: Order Specifications

• Select the “Specimen Collection method.”
• State an order note if required to specify an address or other notes which is optional as per patient’s requirements and click “Next” button to continue.

7.2.3  Step 3: Payment:

• A click “Next” in step 2 above redirects patient to step 3 for payment method.
• There are three options available for payment method as shown below.
  1. Bank Transfer
  2. PayPal
  3. Pay later

7.3.2  Step 2: Order Specifications:

• In step 2 select ‘Electronic Orders’ for specimen collection under “Specimen Collection method” tab.
• State an order note if required to specify an address or other notes which is optional as per patient’s requirements and click “Next” button to continue.

7.3.3  Step 3: Payment:

• A click “Next” in step 2 above redirects patient to step 3 for payment method.
• There are three options available for payment as shown below.

1. Bank Transfer
2. PayPal
3. Pay later

• Bank Transfer:
• • A click on “Bank Transfer” option gives a popup showing bank details as shown below.
  • Take Note of the bank details and confirm order to continue.
  • Patient can ask for help or support related payment by using contact details given under bank details.

• PayPal:
  • when patient selects “PayaPal” option, the total Amount will be deducted from patient’s PayPal account as seen below.

• Pay Later:
  • Choosing “Pay Later” option,  patient can pay later at the time of encounter/charting as seen below.
  • Click on “Confirm Order” to confirm the order to be redirected to self-ordered Report list of Imaging Center.

7.4   Steps to Find Medication from Pharmacy:

• Click on “Find your Medication” button seen in the screen below.

• There are three steps to book an Appointment:

1. Select Reports
2. Order Specifications
3. Payment

7.4.1  Step 1: Select Reports:

• Select the required Drugs or Vaccines from the drop-down as shown in the screen below.
• Select date & Time, Check Total amount and click on “Next” button to continue to the next step.

7.4.2 Step 2: Order Specifications:

• Select on ‘Electronic Orders’ for specimen collection under “Specimen Collection method” tab.
• State an order note if required to specify an address or other notes which is optional as per patient’s requirements and click “Next” button to continue.

7.4.3  Step 3: Payment:

• A click on “Next” in step 2 above redirects patient to step 3 for payment method.
• There are three options available for payment as shown in the screen below.

1. Bank Transfer
2. PayPal
3. Pay later

• Bank Transfer:
  • A click on “Bank Transfer” option gives a popup showing bank details as shown below.
  • Take note of the bank details and confirm order to continue.
  • Patient can ask for help or support related payment by using contact details given under bank details.

• PayPal:
  • When patient selects “PayaPal” option, the total Amount will be deducted from patient’s PayPal account as seen below.

• Pay Later:
  • Choosing “Pay Later” option, patient can pay later at the time of encounter/charting a seen below.
  • Click on “confirm order” to confirm the order to be redirected to self-ordered Report list of “Eprescription ”

7.5  Steps to Buy Health Insurance:

• Select Health Insurance from the list to find specific Health Insurance as shown below.

• Click on “Buy Your Insurance Policy” button from the list of insurance companies as seen below.
  • Select your preferred health insurance plan from the list to buy your policy.

7.5.1  Step 3: Payment:

• A click on your preferred insurance plan takes you to Payment page showing payment Options.
• There are three payment options as seen below.

1. Bank Transfer
2. PayPal
3. Pay later

• Bank Transfer:
  • A click on “Bank Transfer” option gives a popup showing bank details as shown below.
  • Take note of the bank details and confirm order to continue.
  • Patient can ask for help or support related payment by using contact details given under bank details.

• PayPal:
• When patient selects “PayaPal” option, the total Amount will be deducted from patient’s PayPal account as seen below.

  

• Pay Later:
• Choosing “Pay Later” option, patient can pay later at the time of encounter/charting a seen below.
• Click on “confirm order” to confirm the order to be redirected to complete the process.

  

8.1 View Lab center results:

• Upon confirmation of order, patient will be redirected to the “Reports” page (Fig 9.1.1) that includes the records of ordered Reports. Recent records will be shown on top of the page.
• Also a click on “Lab Center” card on the dashboard (Fig 9.1.2) displays same page.

• This page shows the screen below including list of reports in two main categories:
  • Encountered Reports.
  • The Reports are ordered during encounter by Fusion as per requirements for further treatment.

• Self-Ordered Reports
  • The list of self-ordered Reports will be shown as displayed below including list of ordered reports with current report status.

8.2  View Report Status:

1. Click any of the Reports to see the current status as well as previous status of the Report.

2. “Report ordered” shows the Reports that are ordered either by patient (Self-ordered) or Fusion (Encounter).
3.  Click on ( ) Button to be redirected to “Bank Transfer” page as seen below. 

2. • Upload valid Transaction ID & Receipt to get approved by Medcera Admin.
   • Click on  “( )” gives patient access to view bank details as seen below.

2. 
   • A click on ( ) button gives patient access to upload bank transfer receipt with unique Transaction ID (as per transaction details).

• “Report has been accepted by lab” will be displayed when you get confirmation of Report by Lab.
• Click on View ( ) button to see the Report Image uploaded by Lab as shown below.

• Click on Check button ( ) to Approve the Report.
• Click on Cross Button ( ) to Reject the Report.
• Click on Re-order Button ( ) to Re-order the same Report to another Lab in case of rejection by Requested Lab Center. This will show below screen including the reason for rejection by the Lab. Select Lab and Date & Time to Re-order the Report to another Lab.

• “Order accepted” shows your order has been accepted.
• Click on “Repeat ( )” to repeat same order as seen below.  

10.1  View prescriptions:

• Upon confirmation of order, patient will be redirected to the “E-Prescription” page  that includes the records of prescribed medications. Recent records shows on top of the page.
• Also a click on “E-Prescription” card on the dashboard displays same page.

• This page shows the below screen including list of E-Prescription in two main categories:
  • Doctor Prescribed
    • The Medications are prescribed during encounter by Fusion as per requirements including list of Prescribed Medications as shown below.

• Self-Ordered
  • The list of self-ordered Medications will be shown as seen below.

10.2  View Report Status:

• Click on any of the Prescription to see the current status with pharmacy details.

• “Medication ordered” shows the Reports that is ordered either by patient (Self-ordered) or Fusion (Encountered).
• Click on ( ) Button to be redirected to “Bank Transfer” page as seen below.
  • Upload valid Transaction ID & Receipt to be approved by Medcera Admin.
  • A click on ( ) button gives patient access to view bank details as shown below.

• A click on ( ) button gives patient access to upload bank transfer receipt with unique Transaction ID (as per transaction details).

• “Medication has been accepted by pharmacy” displays when you get confirmation by Pharmacy.
• Prescribed Medicines with Time uploaded by Pharmacy/Doctor will be shown as seen below.

• “Medication Rejected” or “Vaccine Rejected” infers that Pharmacy refused to take order for certain reason.
• Click on Re-order Button ( ) to Re-order the same Report to another Pharmacy in case of rejection by requested Pharmacy. This will show in the screen below including the reason for rejection by the Pharmacy. Select Pharmacy with Date & Time to Re-order the Report to another Pharmacy.

• “Order accepted ” shows order has been accepted.
• Click on  “( )” button to Repeat the same order as shown below.

11.1        View Insurance Status:

• Upon confirmation Insurance policy, you will be redirected to the “Insurance” page  that includes details related to current Insurance plans.
• Also a click on  “Insurance” card on the dashboard displays same page.

• This page shows the screen below including cards of various Insurance details in five main categories:

11.1.1       Current Plans

• List of the current health Insurance plans that are activated will be appear here including all the details related to the policy plans.
• Click on “pay” to be redirected to “Pay Premium” page.

11.1.2       Pay Premium

• The list of self-ordered Reports and ordered reports with current report status show as displayed below.

11.1.3  Upload Receipt:

• In “Upload Receipt” card, two options will display to upload the receipt of the payment that is made either by Paypal or Bank Transfer.
• Payment can be made in two ways, either by Medcera Admin to your Insurer/Insurance Company or directly to your Insurer/Insurance Company.
  • In Medcera Payment:
    • This will show the list of Payment that made via Medcera Admin to your Insurer/Insurance Company (either by Bank Transfer or Paypal) as shown below.

• Off Medcera Payment:
  • This shows the list of Payment that is made directly to your Insurer/Insurance Company (either by Bank or Paypal) as shown below.

• Check the policy and upload Receipt by clicking “upload” button.

11.1.4   Request Refund:

• Click on “Request Refund” card to request for refund of your Appointment.
• There are two types of refund as shown below:

• Appointment charge
• Click on “Appointment Charge” to view list of Appointment(s).
• Click on Appointment to view the Appointment Charge.
• Select Appointment (s) to Request refund and Select suitable Insurer from Drop-down menu.
• If you have paid premium, then “Submit Request” button will be enabled for submitting the Request.
• You won’t be allowed to submit Request If you have not paid premium yet and you will get error message such as “Cannot submit request to the selected insurance provider as no premiums have been paid yet.”

• Connect Report
• By clicking on “Connect Report” the list of the Pharmacy Order/s will be displayed.
• Click on “Pharmacy Orders” to view the list of the reports that are ordered to pharmacy.
• Select Order/s to Request or its refund and Select suitable Insurer from Dropdown menu.
• If you have paid premium, then “Submit Request” button will be enabled for submitting the Request.
• You won’t be allowed to submit Request if you have not paid premium and you will get error message such as “Cannot submit request to the selected insurance provider as no premiums have been paid yet.”

11.1.5  Refund Status:

• Click on “Refund Status” card to view the status of the Requested Refund either for Appointment or Report as shown below.

• Requested Refund has been Refunded if you see “( )” in Refund Status.
• Click on “View” button to view detailed status of the “Completed” Requested Refund as shown below.

• Requested Refund is in progress if you see “( )” in Refund Status.
• Click on “View” button to view detailed status of the “In Progress” Requested Refund as shown below.

• Requested Refund has been denied for certain reason if you see “( )” in Refund Status.
• Click on “View” button to view detailed status of the “Denied” Requested Refund as shown below.

• Click on “Refund” card from Dashboard to view the status of the Refunded Amount, or the Amount that is in pending to be refunded.

12.1        View Refund:

• Click on “Refund” card to view list of pending or paid Refund status.
  • Canceled Appointments:
    • You will be Refunded deducted amount in your Registered Bank Account for Canceled Appointments.

• Rescheduled Appointments:
  • You will be Refunded the amount due to your Registered Bank Account after deducting Payment for Rescheduled Appointment.

• Lab:
  • Refunded will be made to your Registered Bank Account for the Canceled/Rescheduled Requests to Lab as shown below.

• Imaging:
  • You will be Refunded the amount due to your Registered Bank Account for the Canceled/Rescheduled Requests to Imaging as shown below screen:

• Pharmacy:
  • Refunded will be made to your Registered Bank Account for the Canceled orders to Pharmacy as shown below.

• Insurance:
  • Refunded will be made to your Registered Bank Account after applying Insurance policy as shown in below.

• Click on “Task” card from Dashboard to view the status of the Refunded Amount or the Amount that is pending to be refunded.

13.1        View Task Record:

• Click on “Task” Card on the Dashboard as seen in the screen below.
• Click on “New Task” to add new task in the record.

13.2   Add new Task:

• A click on “New Task” displays a pop up as shown below.
• Add “Title” of the Task that is to be assigned.
• Add description in “Details” session to add task related to additional information.
• Select one from the “Select Assignee” drop down whom task is to be assigned, or check “Myself” to assign Task for personal note.
• Select suitable date for the reminder and Select the type of the Reminder from the “Select Type” Drop down menu.
• Click on “Save” to set the Reminder, or “Cancel” it.

• Newly assigned task to yourself will be displayed under “Myself tasks” tab, you will see red Notification mark on Tab.
• Modify task by clicking “Edit”, “Discard”, “View” buttons relevant to the task.

• Due tasks will be displayed under “Due tasks” tab. You will see red Notification mark on Tab.
• Modify task by clicking “Edit”, “Discard”, “View” buttons relevant to the task.

• You can manage access control for practices to let them view your previous health history.
• Enable Practice Access Management to give access to Practice to view your health history.
• Disable Practice Access Management to deny practice access to view your health history.

15.1        My Care Configuration

• Click on “My care configuration” card on the dashboard to be redirected to My Care Configuration page. 
• Patient can add the Medcera code of the Fusion or Connect Partner whom the patient wants to add in MyCare (primary contacts) list.
• This configuration will help Patient to add primary or emergency links to book appointment or place a Connect Partner’s order.

15.2   My Care:

Open MyCare page from left bar to view the list of doctors that the patient has added. Patient can view selected primary lab center, Primary imaging center, and Primary pharmacy center as shown below.

• Click on “Medical Summary” from the vertical Menu bar of the Dashboard to open the Medical record of the patient.
• Click on “Medical Summary” to view list of the Medical reports.
• Based on Medical history, Overall Health Summary will be generated, click on “Download Your health Summary” to access records in one Report.

• Click on specified category to view list of relevant entries as shown below.
• Click on “Print” button to print out the report entries.

• Click on “Payment History” from vertical Menu bar of dashboard to open Payment History of Appointment and Connect partners.
• Click on specific tab to View payment history of that category.

17.1        Encounter:

• Click on “Encounters” to be redirected to the next page as shown below. 
• Click on “View” button to view detailed history of that record.

17.2   Lab Center:

• Click on “Lab Center” to be redirected to the next page as shown below. 
• Click on “View” button to view detailed history of that record.

17.3   Imaging Center:

• Click on “Imaging Center” to be redirected to the page as shown below. 
• Click on “View” button to view detailed history of specific record.

17.4   Pharmacy Center:

• Click on “Pharmacy Center” to be redirected to the next page as shown below.
• Click on “View” button to view detailed history of specific record.

17.5 Insurance:

• Click on “Insurance” to be redirected to insurance page to view various status of the Insurance. 

• Click on “Messages” to open Messages window to check arrived messages, sent messages, or to send a new message.
• Click on “Messages” from the vertical Menu Bar on dashboard as shown below.

18.1  Read Messages:

• A click on Messages displays the screen below.
• “( )” label suggests that the arrived message is important to take.
• Message format includes Sender name and Subject.

18.2  Compose a new Messages:

• Click on “Compose” button to compose a new Message.

• A pop-up window as shown below will be displayed.
• From the drop-down “Select User” Select a recipient and enter an appropriate subject for the Message.
• Compose a Message and Attach files if required.
• Check “urgent” if Message is Urgent and click on send button to send the Message to the Recipient.
• Click on “Send” Button to send the message.

18.3  Sent Messages:

• Click on “Sent Item” to view sent Messages.
• “Message has been sent successfully” will be displayed at the top of the screen.

• Click on “Address Book” from side bar on dashboard to create an address book as shown below.
• There are two types Address Book: Normal and Group Address.

19.1  Normal Address:

• Click on “Normal Address” Button to add an address to Normal List that you want to save for reference.

• Click on “Add” button to add your relevant details and click on “Add” button.

• when the address is added to the Normal Address list, it displays the screen below.

19.2  Group Address:

• You can categorize various Addresses in a Group in order to allocate a group name to specific classifications especially when the list includes multiple records as shown below.

• A click on any category displays the list below.
• Click on “Add” button to add another address in the list or “Remove All Members” to delete the records.
• The address can be viewed, Edited, or deleted as per requirements.

• Click on “Get ID Card” from Vertical Menu Bar of the Dashboard to access a digital ID card.

• Patient will be redirected to digital ID card as shown below.
• Patient can upload their pictures on the digital ID.