Select a Portal Project Manager

The portal project manager handles the day-to-day operations of the project, supervising work assignments and keeping leadership apprised of progress.

Deploy a Portal Project Team

A successful portal team is led by a project manager, supported by a clinic executive sponsor and comprised of team leaders representing clinical, administration and IT. The portal team executes the project plan, calling in other staffers and departments as activities dictate.

Define Metrics to Measure Progress

Extracting metrics from patient portal systems can be a challenge, but it is important to develop a series of reports at regular intervals to allow management, the portal team and the project manager to measure progress toward goals and identify when corrective actions are needed to get the project back on track.

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Adjust Portal Team Membership Over Time

During the initial stages of implementation, a broad multi-disciplinary team supports coordination and oversight. As implementation activities narrow, it is common for patient portal teams to become smaller and more focused. Change project governance and oversight when the portal team evolves to refresh processes for coordination and communication.

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.