Use Provider and Staff Surveys for Insights into an Implementation

Regular surveys of staff and providers can provide insights into the issues that impact portal deployment. If time permits, surveys can be focused by role (providers, medical assistants, front desk) to get deeper insights.

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Offer Incentives to Encourage Engagement

Offering simple competitions and minor incentives can inspire clinic staff and providers to move an implementation forward by bringing fun into a stressful deadline situation.

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Provide Clinic Staff with Test Portal Accounts

A great way for staff and providers to see the benefit of the portal from a patient perspective is for them to log in and access an account. Providing a test account can help staff and providers communicate more effectively with patients about portal benefits.

Collect and Share Success Stories

An especially effective way to help staff see the benefit of the portal is to collect and share success stories. Post success stories in newsletters or as posters on the break room walls. Have providers share their success stories in departmental and clinic meetings.

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.