Client Portal FAQ

Frequently asked questions about the Client Portal

I personally can't think of anything that needs improvement. All of the staff were efficient and very professional.
—Mobile Health Patient


Watch an overview of Mobile Health Client Portal Capabilities


How do I log in to my account?

    1. Make sure you are using Internet Explorer.
      *Note*  Many components of the Mobile Health Client Portal, including the ability to schedule appointments, will not work correctly when using Mozilla Firefox, Chrome, or other browsers.
    2.  Go to https://client.mobilehealth.net and enter E-mail address and Password.

How do I schedule an appointment?

Click here to view the video tutorial for this section, or continue reading below.


For a list of all Mobile Health locations, please visit www.mobilehealth.net/locations and search by state, city, zip code or address. 

  1. Select “Medical Services Only” (on the right side of the screen)
    1_medical_services_only

 

    1. Select a Location, Date and Time.2_location_date_time

 

  1. Add Patient (Existing or New):

I. Add Existing Patient (the Patient has been to Mobile Health previously under your account).

a. Enter Patient’s full Social Security Number (SSN) and Date Of Birth (DOB) ONLY.

3_patient_add

*Note*
If SSN and DOB do not match an existing record in the Mobile Health Database, the following prompt will appear, allowing you to confirm the Patient.
 

_same_socialsecuritynumber_ssn

b. Once patient name appears, continue by clicking “View Patient Profile


4_existing_patient
II. Add New Patient (This will be the Patient’s first visit to Mobile Health under your account.)

a. Enter Patient’s First Name, Last Name, SSN, DOB and Gender, continue by clicking “Add Applicant” then “View Patient Profile

jane_doe

5_new_patient
b. Make sure Scheduled location, time and date is accurate, as per request.

• If Appointment needs to be corrected, click on (top left)

7_selection

• Once corrected, click 6_view_patient_profiles

  1. Make sure Patient Profile and Scheduled location, time and date is accurate, as per request. Enter patient contact email and/or mobile number for future reference.
    • If Appointment needs to be corrected, click (top left of screen)7_selection

• Once corrected, click 6_view_patient_profiles

*Note*  If Existing Patient Information needs to updated/edited, please go ahead and book the appointment and then notify Mobile Health of any needed changes for the Patient’s information. You may call Mobile Health at 212-695-5122 (choose option 5 for “Existing Clients” from the main menu and then select option 1 “To make or change an appointment.” The Patient will also have the opportunity to update this information when they check in for their appointment at the clinic.)

Place New Patient Address and Zip code (ONLY) as the city and state will auto fill once a zip code is entered. Only enter a maiden name if applicable.

  1. Adding Packages/Procedures

*Note*  When selecting procedures for an appointment, please use either the preset packages for your account from the “Package” drop-down menu. Or, if only one or two individual procedures are needed, enter the first few letters of the procedure you would like to request in the “Search by Name” field.

See example below:

correct

Warning  PLEASE DO NOT select a Package and eliminate any “unnecessary” procedures from the selected package. You will likely be charged for Package price rate regardless of change as the price for packages are set.

See example below:

wrong

I. Preassigned Package Procedures

a. Click on Drop down list below “Add Package of Procedures

b. Select correct exam package (required) and Payer (Agency/Private).

_procedures_packages
c. Selection will then appear below “Scheduled Procedures

_scheduled_procedures
II. Build A Bundle / A La Carte

a. “Build a Bundle” lets you select procedures a la carte for your convenience. Simple select the procedures you would like to include.

III. Search/Add Individual Procedures

a. Search by Name or Code (refer to Short Code Reference List)

b. Check off requesting procedure.

c. Click “Add Selected.”

_search_quantiferon
d. Selection will then appear below “Individual Procedures”

IV. Editing Payer for Add-on Procedures

a. Click on the house image (far right) to Toggle between “Agency and Patient.”

___paidby
b. Once the change is made, charge amount will appear below for the corresponding payer.

__agency_amount
c. Click ___view_summary

    1. Verify Appointment Summary

I. Click on drop down “View Procedures” In order to see a detailed list of requested procedures.

__procedures
II. If you need to edit or make a correction, click on __edit_profile

III. If verification is correct:

a. Check box- Agreeing to terms and conditions

b. “Submit Order

__terms&conditions
IV. You may then print/email a PDF copy of the appointment/receipt to patient.


__pdf
 

__pdf_receipt

How can I edit, reschedule or cancel an existing appointment?

Click here to view the video tutorial for this section, or continue reading below.

*Note*  Appointments can be edited/rescheduled/cancelled ONLY up to 1 hour before the scheduled appointment time. If the appointment you are trying to edit is less than one hour from the scheduled time, please use our Live-Chat service or Call Mobile Health at 212-695-5122.  (If calling, please choose option 5 for “Existing Clients” from the main menu and then select option 1 “To make or change an appointment.”)
    1. Upcoming Appointments (up to 1 hour before scheduled appointment time).

I. Click on “Search Appointments” (top of page).

a. Then click “Search Medical Services.

__searchmedicalservices
 

b. Enter either an Exam Number or last name of patient (where indicated).

II. Reschedule Appointment

a. Click on ___reschedule to change Date, Time or Location.

b. Once changes have been made click on 24_reschedule_green

III. Edit Requested Procedures 

a. To see a detailed list of requested exams, click on the drop down list below “Procedures.

____procedures
b. If changes must be made, click on __edit

• You may ONLY  Add or Remove Add-On Procedures.

*Note*  If Package must be corrected, please cancel the appointment and schedule another appointment with the requested new package. The system will not allow you to toggle between packages once the initial appointment has been booked.

c. Once you have made desired changes, click on ____submitorder

IV.  Cancel an Appointment

a. Click on __cancel_appointment

*Note*  Once an appointment is cancelled, you are no longer able to edit or reschedule that same patient. You will then have to create a New Appointment. Keep in mind that you may encounter issues trying to create a new appointment for that same patient. If needed, please use our Live-Chat service or call Mobile Health (212) 695-5122.(When calling, choose option 5 for “Existing Clients” from the main menu, then select option 1, “To make or change an appointment”) so that we may further assist you.

    1. Past Appointments

*Note*  You will not be able to make changes to or reschedule an appointment that has already passed. Please schedule a new appointment for the Patient. Keep in mind that you may encounter issues trying to create a new appointment for that same patient. Please use our Live-Chat service or call Mobile Health (212) 695-5122. (When calling, choose option 5 for “Existing Clients” from the main menu, then select option 1 “To make or change an appointment”) so that we may further assist you.

How can I view exam results?

    1. Go to https://client.mobilehealth.net and enter Email Address and Password.
    2. Select “Exam Results.”

1_reports_available

    1. To search for a Medical Record:

a. Place “From Date” and the Exam Number XX-XXXXXX (preferably) or Patient’s Last Name. If searching for all employee results from a given time period, only enter a “From” and “To” date and leave the rest of the fields blank.

2_exam_results_

*Note*  For a more accurate result, use the patient’s’Exam Number. You do not need to fill out all fields.

b. Make sure to select the correct Print Status.

3_printstatus

Un-Printed- Will provide you with patient’s Medical Record that were not printed out previously.
Printed- Will provide you with the results of patient’s medical record that have already been printed.
All- Will provide you with results for all printed and un-printed medical records for that patient.

*Note*  If you are having trouble locating a medical record, please set print status to “All” AND expand your “From” and “To” dates.

c. Click 3.5_search

d. Patient Record will be shown as below.

*Note*  It may take several seconds to return results depending on your internet connection speed.

4_patientrecrd
• If you are trying to collect an individual Record, click the checkbox next to the record and select 5_getmedicalrecords

• If you would like to retrieve all records from a given time frame, select 6_getallmedicalrecords

    1. Once selected, you are then able to Open/Save patient Medical Record(s)

7_openorsave

How can I schedule multiple appointments?

Click here to view the video tutorial for this section, or continue reading below.

    1. Select “Medical Services Only” (on the right side of the screen).

    1. Select a Location, Date and Time.

    1. Next, either search for an Existing Patient (by placing the SSN and DOB *ONLY*);

– Or –

Enter all information (First/Last Name, SSN and DOB) to create a New Patient.

jane_doe

    1. Click on add_applicant
*Note*  Note that the default selection (Location, Date and Time) is the same as the previous appointment. Make sure to change the Location, Date and Time for the next appointment, if needed, before proceeding to “Add Applicant.”

a. Make sure to verify that the information below is correct.

*Note*  You may mix Existing and New Patients when creating multiple appointments.

patient_profiles

    1. Then click on view_patient_profiles
    2. Make sure Patient Information and Scheduled location, time and date are accurate, per your request.
*Note*  Although this may look like the normal procedure page, each page you see is for a specific patient listed on top left).

jane_doe2

    1. Once you have verified that you have entered the requested procedures for the correct patient:

a. Click on __next_entry

*Note*  This button as well as __previous_entry allows you to cycle through patients in the batch.
    1. Again, make sure to verify that the procedure for the specified patient (on top left) is correct.

mike_james

    1. Once completed, please click on
    2. If verification is correct:

a. Check box to Agree to terms and conditions.

b. Click “Submit Order.”

submit_order

    1. If there is a missing procedure or missing medical history for any patient you are attempting to schedule, an Alert will appear. (as shown below)

incomplete
a. In order to make the appropriate corrections, proceed to editprofile

b. Once you have made all corrections, click on

  1. You may then print/email a PDF copy of the appointment/receipt to patient.
*Note*  System will automatically select ALL patients to print. If you do not wish to print all appointment confirmation pages, please deselect those you do not wish to print.

____booking_confirmation
______confirm_appointment

How do I use the Patient Dashboard?

The patient dashboard is a tool created to provide you with a real time queue of all current employee appointments scheduled and in progress at Mobile Health. By selecting a date range you can view a) your employee’s status of their exam and b) a detailed list of that employee’s procedures along with their status (i.e. in progress, completed etc.)



What is a ‘No-Show Report’?

A No-Show Report allows you to monitor which employees missed an appointment. This report is available on a daily basis only and is also archived in our system. This provides you the option to go back and view a date months prior. You can select to receive daily email alerts for No-Show Reports.

*If you do not have access to the No-Show Report, please contact your Account Manager.*

How can I enter off-site PPD readings?

Click here to view the video tutorial for this section, or continue reading below.

 

    1. Select “Submit PPDR Offsite Reading Results” (Below Bottom left)

1_ppd-offsite-reading

    1. You may then look up the patient either by the given Exam Number or SSN, then click “Search” to see record.

2_ppd

  1. Make sure to have the correct record by verifying the Exam Number, Name and PPD Implant Date.
*Note*  PPD readings must be done 48 (2 days) – 72 hours (3 days) after implant.  If the PPD is not read within this time frame, the PPD procedure must be repeated. A PPD reading can be entered up to 96 hours (4 days) after implant. After 96 hours, the portal will no longer allow you to enter PPD information for an individual. In the event you are unable to enter the information, please submit proof of the reading to appointments@mobilehealth.net.  Proof of the reading must include all of the following:
  • Patient name
  • Arm read
  • Induration in millimeters (mm)
  • Name of the nurse who read the PPD
  • Nurse’s license number

offsite_reading_search
I. After entering a PPD reading, click on 4_submitreading

a. Make sure to enter all required information, check off the box confirming you are an authorized individual to enter the information and then click “Submit Reading.”

5_submitreading
b. Once you have submitted the reading, the next page will confirm submission in the patient’s medical history for Mobile Health.

6_information_saved



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