Assume Leadership’s Core Role

Clinic executives can provide leadership by providing strategic direction for a patient portal implementation project, including establishing the portal project as a priority. To ensure the project has the necessary resources, consider hiring or assigning a project manager to oversee the portal team. Executive leaders can further develop a clear and compelling message to support portal implementation and champion the effort with staff and providers.

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Provide Project Oversight

Effective executive oversight includes monitoring project timelines and metrics to keep the project on track and establishing regular and open communication with the project manager and portal team to address any barriers to implementation.

Define Meaningful Metrics

Executive leaders work with the project manager to develop a set of metrics to track the progress of the portal project. Such metrics may include numbers of enrolled patients, patients who have used the portal, messages sent, secure messages sent, secure messages received, lab/diagnostic reports sent, lab/diagnostic reports viewed, appointments made/requested and appointments canceled.

Overcome Challenges

Even the best-run patient portal projects will encounter challenges. Effective clinic executives take action to identify and address any barriers to success.

The information set forth in this Knowledge Center should not be construed as legal or medical advice, a legal or medical opinion on specific facts or representative of the views of the Colorado Health Foundation, its directors, affiliates, agents or representatives unless so stated. This Knowledge Center is not intended as a definitive statement on the subject matter referenced herein. Rather, it is intended to serve as general information for readers, providing practical information for health care organizations seeking to implement and maintain patient portals. By downloading, using or accessing information contained in this Knowledge Center, you agree to be bound by the Terms of Use set forth at together with all agreements or instruments referenced therein.