Merge Referral Portal™ v.3.2: User's Guide

User’s Guide
Merge Referral Portal™

v.3.2
Merge Healthcare
900 Walnut Ridge Drive
Hartland, WI 53029
USA
877.44.MERGE
Copyright 2014 Merge Healthcare, Inc.
Unauthorized use, reproduction, or disclosure is prohibited.
This document has been prepared by Merge Healthcare Incorporated, for its customers. It may be reproduced only
with written permission from Merge Healthcare. Specifications contained herein are subject to change, and these
changes will be reported in subsequent revisions or editions.
The software that is the subject matter of this document is an advisory device and is not designed or intended to
substitute for the skill, knowledge or experience of the users of the software.
Merge Healthcare® is a registered trademark of Merge Healthcare Incorporated.
Merge Referral Portal™, Merge RIS™ and iConnect® Access are trademarks of Merge Healthcare. The names of
other products mentioned in this document may be the trademarks or registered trademarks of their respective
companies.
CAUTION: U.S. federal law restricts this device to sale by, or on the order of, a
physician.
Part Date Revision Description
CAP-1711 October 2013 1.0 Initial revision for version 3.2
June 2014 2.0 Update for 3.2.1

Contents
Chapter 1 Introduction
Indications for Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Safety Precautions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Repetitive Strain Injury . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Image Compression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Date and Number Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Magnetic Interference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Computer Virus Protection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Screen Captures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Notes, Cautions, and Warnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Chapter 2 Getting Started

Logging On to the Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Changing Your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Password Standards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Forgotten Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Expired Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Logging Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Chapter 3 Navigating the Portal

Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Accessing Image Viewers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Active Referrals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Recent Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Portal Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Online Ordering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
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Merge Referral Portal 3.2 User’s Guide
Updating Your Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Identifying Delegates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Configuring Email Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Configuring SMS Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Configuring Patient Search Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Configuring the Online Ordering Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Searching for Patients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Patient Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Emergency/Referral Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Chapter 4 Dashboard and Widgets

Default Displays on Widgets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Widget Management Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Available Widgets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Recent Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Active Referrals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
All Unreviewed Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Today’s Radiology Appointments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Today’s Appointments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Courtesy Copy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Exam Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Incomplete Radiology Appointments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Pending Scheduling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Positive Findings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Critical Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Confirming Critical Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
PreCertification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Preliminary Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Outstanding Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
All Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
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Contents
Chapter 5 Viewing Reports

Addenda . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Prior Study List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
View Images Button. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Printing PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Chapter 6 Ordering Exams Online

Searching for Patients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Referring Physician Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Primary Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Signing Online Orders Electronically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
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1
Chapter 1 Introduction
The Merge Referral Portal (MRP) application provides online, real-time, secure access to both
current and historical patient reports and images, patient and appointment status, and
emergency access for hospital or clinic office collaboration or in an emergency situation.
The portal functions as a point of access for referring physicians and staff. It is designed to
assist hospitals and imaging centers reduce operating costs while accelerating communication
with the referral base.
WARNING: The Merge Referral Portal is not cleared for diagnostic review when used
on a mobile device.
This guide describes how to do the following:
• Log on and off the portal and reset your password, see “Getting Started” on page 5.
• Use the navigation buttons, see “Navigating the Portal” on page 9.
• Use the Dashboard, see “Dashboard and Widgets” on page 27.
• View and print reports, see “Viewing Reports” on page 55.
• Order exams online, see “Ordering Exams Online” on page 59.
1
Key features of the Merge Referral Portal application include:
• Compact, low-maintenance application that runs entirely within a browser
• Requires no download or installation
• Intuitive user interface that requires little or no training
• Immediate and reliable access to images and reports
• Lossy (8:1 compression ratio) and lossless (full resolution) image support
• Secure transmission of images over the Internet using HTTPS
• Scalability that is vital for enterprise networks and multi-site systems
• Requires no consumables such as film or disks to send images
• User/group management controls ensure only those authorized can view images
Indications for Use

The Merge Referral Portal application provides referring physicians and other medical
professionals with online access to patient reports, medical images, and appointment status,
and emergency access for hospital or clinic office collaborations or for access in emergency
situations.
Safety Precautions
This section contains a list of safety precautions that you must be aware of when using the
Merge Referral Portal application.
Repetitive Strain Injury

As with all computer systems, there is a risk of repetitive strain injury if the workstation is used
excessively. Repetitive strain injury can include symptoms such as eyestrain, backache, and
so on.
WARNING: Excessive use of the workstation may result in repetitive strain injury.
2
Introduction
Image Compression
It is possible to misinterpret JPEG (i.e., lossy compressed) images due to the loss of
information from the image. To avoid misinterpretation, for all JPEG images, the application
displays the image compression and its quality in the Review toolbar (e.g., JPEG (Q=80).
Date and Number Format

On the client workstations, the date and number format displayed in the Study and Viewer
windows reflect the configuration used by the Merge Referral Portal server and not the
configuration used by the client workstation.
NOTE: The Merge Referral Portal application assumes US date and time formatting.
For more information about the date and number format, contact your Portal
Administrator.
Magnetic Interference
The images displayed on the workstation’s monitor(s) can be distorted by strong magnetic
fields; therefore, the workstation should be positioned outside the 5 Gauss (0.5 mT) magnetic
fringe field.
CAUTION: Position the workstation outside the 5 Gauss (0.5 mT) magnetic fringe field.
Computer Virus Protection

Computer viruses can prevent the application from working properly. We recommend you protect
the workstation with anti-virus software. Contact your System Administrator for further details.
CAUTION: It is recommended that you install anti-virus software on your workstation.
3
About This Guide

This guide assumes that you are familiar with the basic operation of personal computers, such
as how to turn them on, how to use the mouse, and how to work in the Microsoft Windows
Operating System environment (such as opening and closing windows, using a browser and
understanding Windows terminology).
NOTE: Cross-references in blue text are hyperlinks.
Screen Captures
This guide uses screen captures to illustrate various steps and procedures. The screen
captures serve as examples only and may differ from what you see on your monitor.
Notes, Cautions, and Warnings
NOTE: Notes are used to indicate information which may be helpful or of special interest
to the reader.
CAUTION: Caution messages indicate procedures which, if not observed, could result
in loss of data on the hard disk or damage to the equipment. Do not proceed
beyond a Caution message until the indicated conditions are fully
understood and met.
WARNING: Warning messages indicate procedures or practices which, if not

observed, could result in personal injury to the user or the patient. Do not
proceed beyond a WARNING message until all of the indicated conditions
are fully understood and met.
4
2
Chapter 2 Getting Started

This chapter describes how to log on to the Merge Referral Portal application and how to
change your password. Before you can access the application, a Practice or System
Administrator must create a user account and send you the login information. For details on
creating user accounts, refer to the Merge Referral Portal Administrator’s Guide.
NOTE: Users may also log on to the portal from their Web site with an embedded login
that bypasses the portal Log In page after the user account has been
authenticated.
Logging On to the Portal

This section describes how to access and log on to the Merge Referral Portal application using
your user name and password. The first time you log on to the application, you are prompted
to change your temporary password. Your user name and a temporary password are provided
to you by the System Administrator.
To log on to the application
1. Open a Web browser and in the address bar type http://hostname/Portal.Web where
hostname is the host name or IP address of the Merge Referral Portal Web server.
2. Type your user name and password in their respective fields. If you have forgotten your
password, see “Forgotten Passwords” on page 7.
5
3. If you are logging on to the application for the first time, you must change your temporary
password. Do the following:
• In the New Password and Confirm Password fields, type a new password. The
strength of the password depends on the settings defined by your System
Administrator.
• Click Submit.
4. After you log on to the application, the dashboard opens. The features available to you
depend on the permissions set by your Practice or System Administrator. Refer to the
appropriate chapters in this guide for instructions.
Changing Your Password

You can change your password at any time through the Profile page.
To change your password
1. From the Merge Referral Portal navigation bar, click Profile. The Profile page opens.
6
Getting Started
2. Click Change Password. The Change Password page opens.
3. In the Change Password page, do the following:
• In the Current Password field, type your current password.
• In the New Password and Confirm Password fields, type a new password. The
strength of the password depends on the settings defined by your System
Administrator.
• Click Submit.
Password Standards
Password standards are set by the System Administrator and include:
• Character length — minimum number of alphanumeric and non-alphanumeric (such as

#%&*) characters required.
• Case sensitivity — passwords are case sensitive.
NOTE: The password characteristics and expiration period are displayed on the Change
Password page.
Forgotten Passwords
If you have forgotten your password, click Forgot Password? Click Here. In the Email field,
type the email address associated with your account and click Submit. The application emails
you a temporary password. After you successfully log on to the application with your
temporary password, you are prompted to change your password.
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Expired Passwords
If your password has passed the expiration date, you are prompted to change your password.
You must enter the password twice and both fields must match for the new password to be
accepted.
After the system confirms the successful password change, click OK to return to your home page.
Logging Off
For security reasons, you should always log off from the portal when you are finished using the
system. Click the Log Out button on the navigation bar in the portal to log out. You are
returned to the Log In page. Close the browser window to exit the portal.
NOTE: After ten minutes of inactivity you are automatically logged off from the portal.
System Administrators can modify this time limit.
8
3
Chapter 3 Navigating the Portal

After successfully logging on to the portal, you are directed to your home page, as configured
in your user account. The portal’s navigation bar displays links to the most used functions of
the portal and the name of the user account logged on to the portal. The name displayed on
the navigation bar is the user’s display name configured through their profile. The functionality
of each link in the navigation bar is described in this section.
Navigation bar
NOTE: The buttons displayed in your navigation bar depend on the permissions defined
for your account.
Home
The Home page contains customizable images and messages created by the System
Administrator (at the system level) or the Practice Administrator (at the practice level).
NOTE: You can change your home page to display the Dashboard, the Recent Reports
page, or the Active Referrals page instead of the default home page (see
“Updating Your Profile” on page 15).
Dashboard
The Dashboard page displays the most recent information that is available to the referring
practice. This page opens when you log on to the portal for the first time. For more information,
see “Dashboard and Widgets” on page 27.
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Accessing Image Viewers

MRP can be configured to use the iConnect Access image viewer and/or the Merge PACS
viewer to open and review images. For instructions on using the iConnect Access image
viewer, refer to the iConnect Access User’s Guide. For information on using the Merge PACS
image viewer, refer to the Merge PACS Workstation Advanced User’s Guide.
NOTE: To obtain a copy of the iConnect Access User’s Guide or the Merge PACS
Workstation Advanced User’s Guide, please contact your System Administrator.
Image availability is indicated as follows:
• A green check mark means that associated images are available.
• A red X means that images are not currently available or that MRP has not yet
been notified that images are available in PACS.
NOTE: Referring Physicians can now launch a study from a camera with a red indicator
(and no longer have to wait for image availability to enable the green indicator)
when the study is available in PACS and MRP has yet to be notified that the study
is available.
NOTE: When attempting to launch a study from a camera with a red indicator, you may
encounter a message indicating “No studies that match the search criteria could
be found”. This message means that the study was not found in PACS, although
MRP made an attempt to launch the study. You should close the image viewer in
MRP to return to the previous screen.
If the System Administrator has enabled the Display View Image for each Viewer option
for your user account, then the widget displays two sets of icons for each exam, enabling
you choose whether to open the exam in the iConnect Access Viewer ( ) or the Merge
PACS Viewer ( ). If only one icon is displayed, the exam opens in either the iConnect
Access Viewer or the Merge PACS Viewer (as configured by the System Administrator). If
there are no icons, then image viewer access has been denied.
NOTE: The Merge PACS Viewer is supported on Windows only. As a result, the Merge
PACS Viewer is not supported on the iPad.
NOTE: For the best user experience, Windows XP users should use browsers Chrome or
Firefox. The use of Internet Explorer 8 is not recommended.
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Navigating the Portal
You can change the compression by selecting the desired setting from the Compression
drop-down list. The “Lossless Images” setting selected in the deployment tool is the default
(lossless if enabled, lossy if disabled). If the setting is changed, the selection is preserved for
the current session.
To close the Image Viewer, click the x at the top right of the browser. You are returned to your
previous location on the portal. If you have changed the compression or have navigated
directly to the Image Viewer by cutting and pasting the URL into the address bar, you are
returned to the Dashboard.
Active Referrals
The Active Referrals page displays all active exam orders. Completed reports are not
displayed on the Active Referrals page.
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The number of records displayed is limited by an upper bound set by the System
Administrator. Pagination is enabled if the returned sets of information are larger than an
individual page. To sort the contents of the Active Referrals page, click any of the following
column headers:
• Priority — Exam priority as defined in the RIS.
• Last Name, First Name, Date of Birth.
• Modality — Type of modality as stored in the RIS.
• Procedure — Description of the procedure as stored in the Radiology Information

System (RIS).
• Accession or Order # — Unique examination accession or order number generated by the

Radiology Information System (RIS). It is used by the RIS system to track the radiology
order, scan, and report.
• Exam Date — Procedure appointment date.
• StudyUID — Unique study identification number used as an alternative to accession

number.
• Physician — Referring physician.
• Location — Location of the procedure as stored in the RIS.
• Status — Status of the active referral in the RIS as defined for the Merge Referral Portal.
• Images — Camera icons indicate whether images are available for the exam. See
“Accessing Image Viewers”.
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Recent Reports
The Recent Reports page displays a full page view of all of the reports for the selected date
range. The application provides four default search ranges to filter the reports: Yesterday; One
Week; Two Weeks; and 30 Days. To specify a custom search range, use the calendar filter.
You can also view the Recent Reports page by clicking the Maximize button from the Recent
Reports widget. Reports are returned when you click Submit after selecting the date range.
Results are filtered by the selected Practice Affiliation or the Referring Physician.
The Batch Print button enables you to print reports for the specified date range. The batch
printing option requires Adobe® Acrobat® Reader because the batch reports are rendered as
PDF files.
NOTE: The number of reports per request for batch printing is limited by the value set by
the Portal Administrator.
The number of results returned per page is limited to an upper limit that is set by the System
Administrator. Pagination is enabled if your search criteria return more than the page limit.
To sort the contents of the Recent Reports page, click any of the following columns:
• Priority — Exam priority as defined in the RIS.
• Last Name — Patient’s last name.
• First Name — Patient’s first name.
• Date of Birth — Patient’s birthdate.
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• Modality — Type of modality as stored in the RIS.
• Procedure — Description of the procedure as stored in the RIS.
• Accession # — Unique examination accession number generated by the Radiology

Information System (RIS). It is used by the RIS system to track the radiology order, scan,
and report.
• Exam Date — Procedure appointment date as stored in the RIS.
• StudyUID — Unique study identification number used as an alternative to accession

number.
• Physician — Referring physician.
• Location — Location of the procedure as stored in the RIS.
• Radiologist — Radiologist responsible for the radiology order, scan, or report.
• Report — Click View Report to return the report to the portal window (see “Viewing
Reports” on page 55).
• Images — A camera icon indicates an image availability for the exam. For more
information, see Images on page 12.
• Return Appointment — Toggles between “Add” and “Remove” to add or remove the report
on the “Today’s Appointments” widget for the referring physician. Clicking Add requires
you to select an appointment date and time (see “Today’s Appointments” on page 37).
Portal Administration
The Portal Admin button enables System Administrators to customize the portal’s messages,
and emails. It also enables System Administrators to create and manage users accounts.
Refer to the Merge Referral Portal Administrator’s Guide for more information. For Practice
Administrators, the button is labeled Practice Admin. Practice Administrators can only create
and manage user accounts for their practice.
Online Ordering
The Online Ordering page is used to submit orders to the RIS and to populate the Orders to
Schedule work list. For details, see “Ordering Exams Online” on page 59.
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Updating Your Profile

This section describes how to manage your account settings.
To edit your profile
1. In the Merge Referral Portal navigation bar, click Profile.
2. On the Profile page, update any of the following fields:
• User Delegate — If your user account allows user delegation, you may identify a
delegate. For more information, see "Identifying Delegates" on page 16.
• Image Viewer Configuration — Select the image viewer(s) to use when viewing study
images. Options include:
• Use iConnect Access Viewer — If selected, the exam is opened in the iConnect
Access Viewer (if available and configured).
• Use Merge PACS Viewer — If selected, the exam is opened in the Merge PACS
Viewer (if available and configured).
NOTE: For a viewer to be available to the MRP application, either iConnect Access
and/or Merge PACS must be installed and properly configured.
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NOTE: For the best user experience, Windows XP users should use browsers Chrome or
Firefox. The use of Internet Explorer 8 is not recommended.
• Display View Image for each Viewer — If selected and both viewer options are
selected, the Active Referrals widget displays two sets of icons for each exam,
enabling you choose whether to open the exam in the iConnect Access Viewer (the
left icon) or the Merge PACS Viewer (the right icon). If selected and one viewer option
is selected, then the Active Referrals widget displays one icon, which opens the
specified viewer. If Display View Image for each Viewer option is not selected and
both viewer options are selected, then the icon opens the iConnect Access Viewer.
• Email Notification — Enables you to add or edit email addresses to which notifications
are sent. For more information, see "Configuring Patient Search Preferences" on
page 20.
• SMS Notification — Enables you to configure SMS notifications. Fore more

information, see "Configuring SMS Notifications" on page 18.
• Widget Page Size — Set the number of records to display in each widget on the
dashboard. The upper limit of records to display is set by the System Administrator.
• Home Page — Identify the page that is first displayed when you log on to the
application.
• Hide Key Images On PDF Reports — If you select this option, Key Images are not
displayed on PDF reports.
3. To change your password, see “Changing Your Password” on page 6.
4. To configure the patient search parameters, click Configure Patient Search. In the page
that opens, select the fields that you want to appear in the Patient Search page.
NOTE: The availability of the configure patient search function depends on the user
account settings defined by the System Administrator.
5. Click Submit.
Identifying Delegates
If your account has been configured to enable you to identify delegates, you can delegate your
exams and studies to another physician or practice that is defined within the system.
Delegation is restricted to users for whom Allow Access Delegation is enabled within their
user profile. If this feature is not enabled for your account, contact your System Administrator.
16
To identify delegates
1. Open your profile page.
2. Search for the delegate by clicking Find next to the User Delegate field. You can use the
wildcard % when performing the search.
3. Select the delegate from the search results. The user’s name appears in the User
Delegate field.
To remove delegates
2. Select Remove this delegate.
3. Click Submit to save your changes.
Configuring Email Notifications

The following procedure describes how to configure one or more email addresses to receive
email notifications for specific events.
To configure email notifications
1. In the Email Notification group box, click Add Email. The Email Notification group box
appears as follows:
2. In the Email Address field, type the email address to which notifications should be sent.
3. Select Use HTML if you want email notifications to use HTML formatting. If this option is
deselected, then email notifications are sent using plain text.
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4. The Email Notification Actions box enables you to identify the events that generate an
email notification:
• Critical Report Findings — External systems, such as RIS or PACS, can notify
referring physicians via email or SMS that critical findings exist. Once received, the
referring physician can indicate acknowledgement or non-understanding of critical
results. These acknowledgements can be passed to external systems (RIS or PACS).
Critical results and related activities are captured for audit purposes.
• Report Completion — The radiology exam report for a referred patient is ready for
review.
• Significant Report Findings — The radiology exam report findings are not negative
and contain significant findings.
• Appointment Cancelled — An appointment has been cancelled.
NOTE: For information on configuring and enabling email notification actions, see the
Merge Referral Portal Installation Guide.
5. If you want to remove an existing email notification, select Remove this email
notification. The deletion is made after you click Submit.
6. You can optionally configure another email address by clicking Add Email again.
7. Click Submit to save the configuration.
NOTE: If you change the email address for notifications in the user profile, the new email
address will receive all the messages for the reports that have not yet been
reviewed.
Configuring SMS Notifications

The following procedure describes how to configure one or more cell phone numbers to
receive SMS notifications for specific events.
NOTE: Users with trial Twilio accounts will encounter restricted functionality, such as no
audit logging and limited error messaging. Users are encouraged to have a valid,
registered Twilio account when sending anything other than test SMS messages.
Contact your administrator if you have questions about your version of Twilio.
18
To configure SMS notifications
1. In the SMS Notification group box, click Add Mobile Device. The SMS Notification group
box appears as follows:
2. In the Cell Phone field, type the cell phone number to which SMS notifications should
be sent.
NOTE: The phone number from which SMS messages are sent must be configured in
Twilio. For more information on configuring Twilio, refer to the MRP Installation
Guide.
3. The SMS Notification Actions box enables you to identify the events that generate an SMS
notification.
4. If you want to remove an existing SMS notification, select Remove this SMS notification.
The deletion is made after you click Submit.
5. You can optionally configure another email address by clicking Add Mobile Device again.
6. Click Submit to save the configuration.
NOTE: If you change the cell phone number for notifications in the user profile, the new
cell phone number will receive all the messages for the report that have not yet
been reviewed.
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Configuring Patient Search Preferences

The following procedure describes how to select the parameters that are available to you
when you perform a patient search.
To configure patient search
2. Click Configure Patient Search. The Patient Search Screen Configuration screen opens.
NOTE: If the System Administrator has restricted access to the Patient Search Screen
Configuration page, this option will not be available.
3. Select the fields that you want to include on the Patient Search screen. You can specify a
minimum number of characters that will be accepted for name searches.
4. Click Submit to save your changes.
Configuring the Online Ordering Screen

If your System Administrator has configured your user account to enable you to modify the
online ordering screen, you may perform the following procedure to include or omit the fields
that appear on the Online Ordering screen.
To configure the Online Ordering screen
20
2. Click Configure Online ordering screen. The Online Ordering Screen configuration
page opens.
NOTE: If the System Administrator has restricted access to the this configuration page,
the Configure Online ordering screen option will not be available.
3. Select the fields that you want to appear on the Online Ordering screen and deselect
those that you want to omit.
4. Click Submit.
Searching for Patients

Using the Patient Search function enables you to quickly search for a patient by entering
information in the name fields or by using a wildcard (%) within the search.
NOTE: Wildcard and limited searches do not apply to Emergency or Referral searches
(see “Emergency/Referral Searches” on page 25).
System Administrators are limited to searches with a scope of Audit.
Practice Administrators are limited to My Practice Affiliation and Emergency/Referral.
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To search for patients
1. Click Patient Search. The Patient Search dialog opens:
NOTE: The fields that are displayed in this page are defined by you (see “Configuring
Patient Search Preferences” on page 20) or the System Administrator. As a
result, the Patient Search dialog in your instance of the application may not
appear exactly as displayed in this procedure.
2. From the Search Scope drop-down list, select one of the following:
• My Patients — Only available for physicians and includes all patient records referred
by the Referring Physician who is logged on to the portal. The filter also includes
records that are configured in the RIS to send reports to a Courtesy Copy physician.
• My Practice Affiliation — Only allows for searches of patient exams ordered from a
location with a Practice Affiliation in which the physician user is associated with or that
the user has been granted access to (all other users).
• Emergency/Referral — Requires security restrictions to enable search (see

“Emergency/Referral Searches” on page 25).
• Audit — Available for Portal Administrators only. Refer to the Merge Referral Portal
Administrator’s Guide.
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3. Specify one or more of the following:
• First Name — Required field with at least two characters for searching including the
wildcard search character (%).
• Last Name — Required field with at least two characters for searching including the
wildcard search character (%).
• Date of Birth — The patient’s date of birth.
• Gender — Male, Female, or Unknown.
• Modality — Modalities that are configured in the RIS.
• Date Range — Date range that includes Yesterday, One Week, Two Weeks, or
30 days, or calendar date range search using the From and To date pickers.
4. Click Search. The results appear below:
23
5. Click the arrow to the left of the patient’s name to view the patient’s records.
6. If study images are available and if you are authorized to view the study, you can click the
a camera icon to open the study in the configured image viewer.
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Patient Search Results

Search results are returned for matches based on the entered search parameters. Select the
appropriate patient name to expand the exam results drawer. Data displayed for the patient
search results include the following:
• PatientID
• Images
• Location Performed
• Modality
• Procedure
• Exam Date
• Exam Id
• Status of the Exam
• Exam Description
• Priority
• Image Status
• Physician Name
• Report Available
Emergency/Referral Searches
Emergency/referral searches require an exact match of the patient’s first and last name and
date of birth. Users must have assigned security permissions to perform a search of the entire
patient database (provided the user accepts a privacy admission statement). This acceptance
is included in the auditing process.
NOTE: If the System Administrator has restricted access to the Emergency Search
feature, this option will not be available.
25
Requirements for emergency/referral searches include the following:
• Reason for Access — Select “Emergency Care for Patient” or “Patient was Referred to
Office” as a reason for access to a patient’s record in the RIS.
• Do you have the patient’s signature for release on file? — Select the Yes or No.
• HIPAA Warning — Click OK to accept the HIPAA Warning message to populate the
search results. This message is configurable by System Administrators.
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4
Chapter 4 Dashboard and Widgets

The Dashboard displays widgets that provide an “at a glance” view of recent or predetermined
patient or practice information. Links to exam reports and images are available when
applicable.
Default Displays on Widgets

By default, the widget displays on the Dashboard are as follows:
• Five rows of records are displayed per widget. You can change this display through your
profile (see “Updating Your Profile” on page 15).
• The number of records available is shown on the bottom of the widget box.
• Tool tips are available when hovering over the widget title.
27
• The following buttons are available on the widgets:
Refresh — Forces a manual update of the selected widget’s data.
Minimize — Minimizes the widget to just the header display. Click the button again to
restore the widget view.
Maximize — Maximizes the widget to a full window in the portal and expands the data.
Data varies by widget (see “Available Widgets” on page 30).
Settings/Close —
Settings — Enables you to configure the number of records displayed per widget
and/or the number of days prior for which to display the records. These configurations
vary per widget.
Close — Removes the widget from the Dashboard and saves the new Dashboard
layout.
• Paging Arrows — If more records are available than shown in the standard view, use the
forward and back arrows to page through the list.
• On many of the widgets, clicking the patient’s name returns the patient’s report to the
portal. This function is specific to the widget (see “Viewing Reports” on page 55).
• Clicking the camera icon opens to the study’s associated images in either the
iConnect Access Viewer or the Merge PACS Viewer. For more information on camera
icons, refer to “Accessing Image Viewers” on page 10.
• Clicking the Maximize button displays the full page view and expands the data.
Each widget has its own set of expanded data when the widget is maximized.
• Clicking the down arrow next to the patient’s name displays the data for the widget drawer.
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Dashboard and Widgets
• Placing the cursor in the white area of a patient row (or over the patient’s name) displays
the patient’s date of birth, the modality, and the procedure.
NOTE: If multiple users share an iPad, it is recommended that the browser history and
cookies be cleared before each user logs on.
Widget Management Tools

The Dashboard page contains four management tools that enable you to customize the look
and functionality of the Dashboard.
• Add Widget — Select the widget that you want to add to the Dashboard and click Add.
• Restore Default Layout — Restores the Dashboard to the default configuration.
• Add Column — Adds a column to the right of the existing columns on the Dashboard to a
maximum of five columns.
• Remove Column — Removes a column from the right side of the page.
NOTE: Widget boxes are resized to accommodate the addition or removal of columns.
You can manually resize the widget from the right or bottom edge of the
widget box.
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Available Widgets
The following table lists the widgets that are available.
Widget Name Description
Recent Reports Completed reports for your patients, which are ready for review.
See “Recent Reports” on page 31.
Active Referrals Status for your patients that are scheduled or in process for their
procedures. See “Active Referrals” on page 32.
All Unreviewed Complete reports for your patients that you have not yet reviewed.
Reports See “All Unreviewed Reports” on page 34.
Today’s Radiology All of your patients that are currently scheduled to have their
Appointments procedures performed today. See “Today’s Radiology
Appointments” on page 36.
Today’s Patients that you are scheduled to see today. This list is populated
Appointments by either you or your staff by clicking Add on the Recent Reports
home page. See “Today’s Appointments” on page 37.
Courtesy Copy Completed patient reports that were referred by another physician,
which you were assigned to receive as a courtesy copy. See
“Courtesy Copy” on page 39.
Exam Priority Your patient’s exams with a high-priority status. See “Exam
Priority” on page 40.
Critical Results Exams/studies with critical results. The system displays radiologist
callback information to the referring physician in cases where
critical results exist. A user interface is provided through which the
referring physician can indicate acknowledgement of critical
results event. See “Critical Results” on page 46
Incomplete Radiology Your patient’s exams that were either cancelled or aborted. See
Appointments “Incomplete Radiology Appointments” on page 42.
Pending Scheduling Your patient’s procedure’s that are pending a scheduled date and
time. See “Pending Scheduling” on page 43.
Positive Findings Your patient’s reports which were marked by a radiologist as

having positive findings. See “Positive Findings” on page 44.
Pre Certification Procedures for your patients that are pending insurance carrier
approval or have been denied by the insurance carrier. See
“PreCertification” on page 48.
Preliminary Reports The Preliminary Reports widget displays the preliminary report for
review if the final report is not yet available. . See “Preliminary
Reports” on page 50.
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Widget Name Description
Outstanding Orders Staff members can submit online orders for physicians. When the
Physician logs in to MRP the order can be reviewed and signed in
the Outstanding Orders widget. See “Outstanding Orders” on
page 52.
All Orders The AllOrders widget displays all online orders submitted by staff
members for physicians. See “All Orders” on page 54.
Recent Reports
The Recent Reports widget displays a user-defined range of all reports available from the
previous one, three, seven, or 30-day period. The patient’s name links to the exam report.
The icons to the right of the name indicate whether images are available for the exam.
For more information, refer to “Accessing Image Viewers” on page 10.
The minimized view of the Recent Reports widget appears as follows.
The data displayed in the widget drawer (as assigned by the RIS) on the Recent Reports
widget includes the following:
• Exam Priority
• Procedure Modality
• Procedure Name
• Patient’s Date of Birth
• Gender: Male, Female, Unknown
• Exam Date/Time
• Referring Physician
• Exam Location
• Radiologist
31
The maximized display appears as follows:
The maximized view of the Recent Reports widget opens to the Recent Reports page in the
portal and includes additional functionality (see “Recent Reports” on page 13).
Active Referrals
The Active Referrals widget displays all active exams based on the affiliation and physician
selection (see “Available Widgets” on page 30). This widget is user configurable to display
the previous one, three, seven, or 30-day listing of active referrals.
NOTE: Only active exams will be available on the Active Referrals widget. Active exams
are any exam report that is not signed and confirmed by the radiologist.
Exams remain on the Active Referrals widget until the exam status is one of following:
• Signed and confirmed by the radiologist (considered complete in the portal)
• Cancelled or aborted
• Outside of the 30-day window for the widget setting
Available images can only be accessed for exams with the following portal status values:
• Pending Dictation
• Dictation in Progress
• Pending Transcription
• Transcription in Progress
32
The minimized view of the Active Referrals widget appears as follows.
If the System Administrator has enabled the Display View Image for each Viewer option for
your user account, then the Active Referrals widget displays icons for each exam, enabling
you choose whether to open the exam in the iConnect Access Viewer (the first icon) or the
Merge PACS Viewer. For more information, refer to “Accessing Image Viewers” on
page 10.
The data displayed in the widget drawer for the Active Referrals widget includes the following:
• Exam Priority
• Procedure Name
• Exam Date/Time (if assigned)
NOTE: The Date field may be empty if the appointment date/time has not been selected.
• Exam Location (if assigned)
NOTE: The Location field may be empty if the location has not been selected.
• Exam Status
33
The maximized view of the Active Referrals widget appears as follows:
For more information, see "Active Referrals" on page 11.
All Unreviewed Reports

The All Unreviewed Reports widget displays a user-defined range of all reports available from
the previous one, three, seven, or 30-day period.
NOTE: After the referring physician user account views the report or the associated
images from anywhere in the portal, the report is removed from the All
Unreviewed Reports widget.
The minimized view of the All Unreviewed Reports widget appears as follows.
The icons to the right of the name indicate whether images are available for the exam. For
more information, refer to “Accessing Image Viewers” on page 10.
34
The data displayed in the widget drawer for the All Unreviewed Reports widget includes the
following:
• Exam Priority
• Procedure Name
• Exam Date/Time
• Exam Location
The maximized view of the All Unreviewed Reports widget appears as follows:
For more information, see:
• View Report link (see “Viewing Reports” on page 55).
• View Image link (camera icons) (refer to the iConnect Access User’s Guide).
35
Today’s Radiology Appointments

The Today’s Radiology Appointments widget displays radiology exams scheduled for the
current date for the current Physician. Exam appointments within the widget are updated when
they are modified or cancelled. Updates for new appointments added for the current day’s
date are also displayed.
NOTE: There is no “Settings” option for this widget to set the number of days back to
view reports.
The minimized view of the Today’s Radiology Appointments widget appears as follows.
The data displayed in the widget drawer for the Today’s Radiology Appointments widget
includes the following:
• Exam Priority
• Procedure Name
• Exam Date/Time
• Exam Location
36
The maximized view of the Today’s Radiology Appts widget appears as follows:
Today’s Appointments
The Today’s Appointments widget displays the physician’s appointment schedule for the
current date. This widget is populated from the Recent Reports page. This widget may be
empty if there are no appointments scheduled.
NOTE: There is no “Settings” option for this widget to set the number of days back to
view reports.
Patient records are removed from the Today’s Appointments widget by one of the
following ways:
• The date for the selection has expired.
• The patient is removed from the appointment list. This action removes the patient from the
widget for all portal users. The change is applied when the page is refreshed.
The minimized view of the Today’s Appointments widget appears as follows.
37
The data displayed in the widget drawer (as assigned by the RIS) on the Today’s
Appointment’s widget includes the following:
• Exam Priority
• Procedure Name
• Exam Date/Time
• Exam Location
The maximized view of the Today’s Appts widget appears as follows:
NOTE: The Exam Date/Time refers to the date and time of the procedure appointment,
not the date and time specified for the patient’s appointment with the Physician
after the exam.
38
Courtesy Copy
The Courtesy Copy widget displays reports that the Physician user was copied on. This widget
displays a user-defined range of all reports available from the previous one, three, seven, or
30-day period.
This widget only populates with data when the Dashboard page is filtered on the CC physician
using the physician selector on the navigation bar.
NOTE: Staff users cannot view CC reports.
The minimized view of the Courtesy Copy widget appears as follows.
The icons to the right of the name indicates whether images are available for the exam. For
The data displayed in the widget drawer (as assigned by the RIS) on the Courtesy Copy
• Exam Priority
• Procedure Name
• Exam Date/Time
• Exam Location
39
The maximized view of the Courtesy Copy widget appears as follows:
For more information, see:
Exam Priority
The Exam Priority widget displays exams marked as high-priority in the RIS. The patient
name links to the report. The date range for this widget is limited to the past three days.
The minimized view of the Exam Priority widget appears as follows.
The icons to the right of the name indicate whether images are available for the exam. For
40
The data displayed in the widget drawer (as assigned by the RIS) on the Exam Priority widget
includes the following:
• Exam Priority
• Procedure Name
• Exam Date/Time
• Exam Location
The maximized view of the Exam Priority widget appears as follows:
41
Incomplete Radiology Appointments

The Incomplete Radiology Appointments widget displays patients who were not able to
complete their exam (cancelled or aborted exams). You can set this widget to display
incomplete appointments for the previous one, three, seven, or 30-day period.
NOTE: There are no active links in this widget.
The minimized view of the Incomplete Radiology Appointments widget appears as follows.
The data displayed in the widget drawer (as assigned by the RIS) on the Incomplete Radiology
Appointments widget includes the following:
• Action
• Exam Priority
• Procedure Name
• Exam Date/Time
• Exam Location
42
The maximized view of the Incomplete Radiology Appts widget appears as follows:
Pending Scheduling
The Pending Scheduling widget displays all exams ordered by a referring physician that do not
have an appointment scheduled. The widget lists the patient’s name, date of birth, and the
procedure ordered.
NOTE: Exams displayed on the Pending Scheduling widget are removed once a date and
time is assigned to the appointment.
The minimized view of the Pending Scheduling widget is shown here.
The maximized view of the Pending Scheduling widget includes the following data:
• Exam Priority
• Last Name
• First Name
• Date of Birth
43
• Procedure Name
• Exam Date/Time (will be empty)
• Exam Location (if assigned)
The maximized view of the Pending Scheduling widget appears as follows:
Positive Findings
The Positive Findings widget displays all exams marked with a positive status by the
radiologist in the RIS. This widget displays a user-defined range of all reports available from
the previous one, three, seven, or 30-day period. Click the patient’s name to view the report.
The minimized view of the Positive Findings widget is shown here.
The icons to the right of the name indicate whether images are available for the exam.
For more information, refer to “Accessing Image Viewers” on page 10.
44
The data displayed in the widget drawer (as assigned by the RIS) on the Positive Findings
• Exam Priority
• Procedure Name
• Exam Date/Time
• Exam Location
The maximized view of the Positive Findings widget appears as follows:
45
Critical Results
The Critical Results widget displays patient records that have been identified by a radiologist
as containing critical results in the RIS and where the flag type is set to Visit.
The minimized view of the Critical Results widget appears as follows.
The data displayed in the widget drawer (as assigned by the RIS) on the Positive Findings
• Exam Priority
• Procedure Name
• Exam Date/Time
• Exam Location
• Radiologist
• Radiologist’s Email Address
• Radiologist’s Telephone Number
46
The maximized view of the Critical Results widget appears as follows:
Confirming Critical Results

The referring physician can indicate acknowledgement of critical results event. Confirmed
critical results are removed from the critical results when the data is refreshed.
To confirm critical results
1. In the maximized view of the Critical Results widget, click Confirm. The Critical Results
Confirmation page opens.
2. Select I accept the receipt of this notification.
3. Click Submit.
47
PreCertification
The PreCertification widget displays exams that require precertification approval. This widget
displays the authorization status as defined by the RIS. It also displays a user defined range of
all exams awaiting approval.
The patient’s name links to the widget drawer so you can add the precertification number and
enter an expiration date for the precertification approval. You can also display the patient’s
drawer at the same time by clicking the arrow next to the patient’s name. To close the
PreCertification box, click the patient’s name again.
NOTE: When you click Submit, the PreCertification fields are no longer available for this
patient. The patient is removed from the widget once the authorization is verified
in the RIS or if the record falls outside of the user’s setting for the number of days
to display the information.
When using the Merge RIS application, the precertification data populates the Comment field
of the Eligibility Work Queue. The application displays the authorization number and expiration
date. It also displays the date, time and name of the user who entered the information in the
portal.
The data displayed in the widget drawer (as assigned by the RIS) on the PreCertification
• Exam Priority
• Procedure Name
• Exam Date/Time
• Exam Location
48
The maximized view of the Precertification widget appears as follows:
To enter precertification information
1. Do one of the following:
• In the widget drawer, click the patient name. If the precertification has not been
submitted, the patient’s name opens a group box in which you can enter a
precertification number and enter an expiration date for the precertification approval.
• In the maximized view of the Precertification widget, click Add to open the Add
PreCertification dialog to submit the authorization information
2. Type the precertification number.
49
3. Specify the expiration date of the precertification.
4. Click Submit. When you click Submit, the Precertification fields are no longer available
for this patient. The patient is removed from the widget once the authorization is verified in
the RIS or if the record falls outside of the user’s setting for the number of days to display
the information.
When using the Merge RIS application, the precertification data populates the Comment
field of the Eligibility Work Queue. The application displays the authorization number and
expiration date. It also displays the date, time and name of the user who entered the
information in the portal.
Preliminary Reports
The Preliminary Reports widget displays the preliminary report for review if the final report is
not yet available.
The minimized view of the Preliminary Reports widget appears as follows.
The data displayed in the widget drawer for the Preliminary Reports widget includes the
following:
• Priority
• Last Name
• First Name
• Procedure Name
• Accession #
• Exam Date/Time
50
• Exam Location
• Radiologist
• Report
• Images
The maximized view of the Preliminary Reports widget appears as follows:
A PDF version of the report can be viewed using the PDF viewer installed on the client
environment.
NOTE: Menu bars displayed in a PDF viewer are dependent upon the specific PDF
viewer installed on the client environment. Each PDF viewer application has its
own unique menus and options. The PDF view of the report is displaying the
report in the PDF viewer application installed in the client environment
The display of client logos is supported in the PDF view of reports. The supported browsers for
this feature are Internet Explorer 9, Chrome, Firefox, and Safari (iPad only).
NOTE: This feature is not supported for Internet Explorer 8. For Internet Explorer 8, an
HTML rendering of the report is displayed.
51
Outstanding Orders
The Outstanding Orders widget displays the online orders submitted by staff members for
physicians. When the Physician logs in to MRP the order can be reviewed and approved using
the Outstanding Orders widget.
The minimized view of the Outstanding Orders widget appears as follows.
The data displayed in the widget drawer for the Outstanding Orders widget includes the
following:
• Last Name
• First Name
• Procedure Name
• Exam Location
• Order Status
• Order Approval
52
The maximized view of the Outstanding Orders widget appears as follows:
To approve an outstanding order
1. In the maximized view of the Outstanding Orders widget, click Approve. The Sign and
Approve Pending Order page opens.
2. In the Password field, type your system password.
3. Click Submit to approve the order.
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All Orders
The All Orders widget displays all online orders submitted by staff members for physicians.
When the Physician logs in to MRP, orders can be reviewed and approved using the All
Orders widget.
The data displayed in the widget drawer for the Outstanding Orders widget includes the
following:
• Last Name
• First Name
• Exam Location
• Order Status
• Order Approval
The maximized view of the All Orders widget appears as follows:
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5
Chapter 5 Viewing Reports

When you click the View Report link in the Recent Reports or Active Referrals page, the portal
displays the patient’s exam report.
NOTE: For browsers Chrome, Firefox, Internet Explorer 9, and Safari (iPad only), the
buttons displayed for reports are Print PDF, Priors, and View Images.
For Internet Explorer 8, the buttons displayed for reports are Print HTML,
Print PDF, Priors, and View Images.
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Addenda
Addenda to patient reports are automatically updated within the portal upon confirmation of
the radiologist’s signature. Each addendum is displayed in the report below the original report
content.
NOTE: The addenda for several widgets do not appear when viewed on the iPad
because swiping is not available. However, you can click the Print PDF button
to open the report in the default PDF viewer, which allows you to swipe to view
multiple pages.
Prior Study List

If a report exists for a patient’s prior exam(s), the Priors button is enabled on the patient’s
report. Click Priors to display a list of the patient’s prior exams and associated image sets
sorted most recent to oldest reports.
NOTE: The list of prior exams for a report does not display cancelled exams as the
referrer only wants to see actual reports for priors. However, cancelled exams are
displayed in a patient search so the referrer knows the complete patient history.
56
Viewing Reports
The Priors selection dialog box contains the following data:
• Procedure
• Exam Date
• Exam Location
• Report link — Displays the selected Prior report in the portal
• Images link (camera icon) — The icon indicates whether images are available for the
exam. For more information, see Images on page 12.
View Images Button

If you have access rights to view images, the View Images button is enabled on the patient
report. Click View Images to launch the Image Viewer in the portal (refer to the iConnect
Access User’s Guide.
Printing PDF
Reports are viewable and printable in PDF format. Click Print PDF to open the report in
Adobe Acrobat Reader.
NOTE: An Adobe PDF Reader is required to print the PDF report. You may need to
manually install one on your computer.
The display of client logos is supported in the PDF view of reports. The supported browsers for
this feature are Internet Explorer 9, Chrome, and Firefox. This feature is not supported for
Internet Explorer 8. For Internet Explorer 8, an HTML rendering of the report is displayed.
NOTE: There is no print support for PDFs on the iPad.
Batch printing is also available (see “Portal Administration” on page 14).
57
58
6
Chapter 6 Ordering Exams Online

This chapter describes how to create online orders for radiological procedures. You can create
orders for new or existing patients. All of the form fields have corresponding fields in the RIS
and information entered on the form is reflected at the RIS patient or encounter level.
NOTE: The availability of the online ordering feature depends on the user account
settings defined by the System Administrator.
NOTE: The fields that are displayed in this page are defined by the System Administrator.
As a result, the Online Ordering page in your instance of the application may not
appear exactly as displayed in this chapter.
NOTE: Staff members can submit online orders for physicians. When the Physician
logs in to MRP the order can be viewed in the Outstanding Orders widget. The
physician reviews the order and signs it, being accountable for the information
submitted. For more information, see “Outstanding Orders” on page 52.
59
To submit an order online
1. Click Online Ordering. The Online Ordering page opens.
• Search for the patient record. See “Searching for Patients” on page 61.
• Manually record the patient information in the Patient Information group box.
3. If necessary, you can change the referring physician or change the physician to whom the
results are sent.
4. You can add one or more physicians to whom results are sent. See “Referring Physician
Information” on page 62.
5. In the Primary Insurance group box, record the patient’s insurance information. To specify
another insurance carrier, click Add Insurance Carrier. A blank insurance group box
opens. For more information, see “Primary Insurance” on page 63.
6. In the Procedure group box, identify one or more procedures. See “Procedures” on
page 64.
7. Click Submit to submit the online request. You are now required to digitally sign the order.
See “Signing Online Orders Electronically” on page 65.
60
Ordering Exams Online
Searching for Patients

You can search for patients by name and date of birth or by social security number (SSN).
For non-SSN enabled searches, if multiple matching records are returned, the patient’s
address is displayed to help you identify the proper record to use for the order. Exact matches
are automatically loaded on to the Online Order form. If no matches are returned, the patient
information must be entered as a new patient.
For SSN-enabled patient searches, an exact match must be returned to populate the Patient
Information section of the Online Ordering form. If the exact SSN match is not found, the
patient information must be entered as a new patient.
To order exams for existing patients
1. On the Online Ordering page, click Patient Find. The Patient Find dialog opens.
• Type the exact first and last name, the patient’s date of birth (mm/dd/yyyy) and
optionally, the patient’s gender.
• Type the patient’s social security number.
NOTE: If SSN search is enabled, it is the only required field. If SSN search is not enabled,
all the fields except Gender are required.
3. Click Search. The application displays all matching patient records.
4. Select the patient for the online ordering procedure by clicking Add in the search results.
61
Referring Physician Information

The following procedure describes how to add one or more referring physicians to the online
order and optionally identify the individual(s) to whom results are to be sent.
To complete the Referring Physician fields
1. From the Referring Physician drop-down list, select the referring physician.
NOTE: Non-physician users can select any physician for their Practice Affiliation. For
physicians, the referring physician selection is restricted to themselves.
2. From the Send Results To drop-down list, select the office location to which the reports
should be sent.
3. Click Add CC Physician to add one or more physicians needing a copy of the report, if
applicable. The CC Referring Physicians section is displayed.
NOTE: Up to three physicians to receive a courtesy copy of the report can be included in
the request.
4. Click Find to search the RIS database to populate the CC Referring Physician field. The
search criteria must be a minimum of two characters in the First and Last Name fields,
with the second character typically being the wildcard character (%).
5. In the Send Results To field, select the office location to which the courtesy reports should
be sent.
6. Click Remove to remove the courtesy copy selection for the referring physician from the
request, if applicable.
62
Primary Insurance
Enter the primary insurance information for the patient and click Add Insurance Carrier to
display an additional section if you need to enter secondary or tertiary insurance carriers.
To record insurance information
1. In the top portion of the group box, record patient’s primary insurer information.
2. Identify the cardholder of the primary insurance in the Insured Information group box.
3. If the patient possesses secondary coverage, click Add Insurance Carrier. Another group
box appears, enabling you to identify the patient’s secondary coverage and cardholder
information.
63
Procedures
Up to ten procedures may be ordered per online request.
To order one or more procedures
1. Select the priority for the order.
2. Select the reason for the order. The list displays the available reasons for the order.
3. Select the modality, as defined in the RIS. You must select the modality to populate the
procedure and location selection boxes.
4. Select the procedure. The list displays the available exams for the modality selected.
The procedure selection may be further limited by the location selected in the next step.
5. Select the location. The list displays the locations available to perform the selected
procedure.
6. Type the chief complaint that describes why the selected procedure is required.
NOTE: The Primary PreCert fields are insurance-specific but are entered for the
procedure to which the authorization is assigned.
64
7. To include pre authorization information for the procedure, complete the following fields:
• Enter the primary precertification number
• Select the expiration date from the date picker
• Enter comments, if applicable
8. Click Add Procedure. Repeat the previous steps to include additional procedures on the
request, if applicable.
9. Click Submit. Any missing information required for the request is flagged and must be
supplied before the request can be successfully ordered. When an order is submitted
successfully, an order confirmation page is returned for the requester to review and
confirm the order.
NOTE: Based on your user account configuration, if you have manually entered patient
information, you may see the following message:
“This order for a new patient will be sent using email. Please click Sign/Submit
button to proceed with this order.”
For more information, see your Administrator.
10. Do one or more of the following:
• If your account is configured to allow electronic signatures for online orders, see
“Signing Online Orders Electronically” on page 65.
• Click Print if you want to print the order confirmation page. A print preview dialog
displays.
• Click Edit if you need to make changes to the order. Edits made to the request at this
time will require that the order be resubmitted and reconfirmed.
Orders may be cancelled at this time. When an order is cancelled, all form data is lost. To add
orders, click Online Ordering again and repeat the steps outlined in the procedure described
in this chapter.
Signing Online Orders Electronically

The MRP application enables users to sign online orders electronically. When this feature is
enabled, the Order Confirmation page includes a Sign button. The electronic signing process
requires you to re-enter your user name and password. If this feature is not available, contact
your System Administrator to enable this feature for your account.
65
To sign online orders electronically
1. In the Order Confirmation page, click Sign.
2. The application displays a confirmation window. If you agree with the message in this
window, type your user name and password in their respective fields.
3. Click Confirm.
66
Index
A expired passwords 8
Active Referrals page 11

Active Referrals widget 32 F
addenda 56
features 2
All Orders widget 31, 54
forgotten passwords 7
All Unreviewed Reports widget 34
H
C
Home page 9
Change Password page 7
changing your password 6
configuring
Online Ordering screen 20
I
patient searches 20 identifying
confirming critical results 47 delegates 16
Courtesy Copy widget 39 identifying delegates 16
critical results Image Viewer, navigating 10

confirming 47 Incomplete Radiology Appointments widget 42
Critical Results widget 46 indications for use 2
D L
Dashboard 27 logging on 5
Dashboard page 9 logging out 8
default display on widgets 27
delegates
identifying 16
removing 17
N
navigation bar 9
E
emergency/referral searches 25
O
Exam Priority widget 40 Online Ordering page 14
exams, ordering online 59 Online Ordering Screen configuration 21
I-1
Online Ordering screen, configuring 20 removing delegates 17

order confirmations 66 reports
PDF 57
orders
viewing 55
selecting procedures 63
signing electronically 65
Outstanding Orders widget 52
S
safety precautions 2
P StudyUID 12
password standards 7
passwords
expired 8 T
forgotten 7
Today’s Appointments widget 37
passwords, changing 6
Today’s Radiology Appointments widget 36
Patient Search page 21
patient search results 25
Patient Search Screen Configuration 21
V
Patient Search Screen Configuration screen 20
patient searches viewing reports 55
configuring 20
Pending Scheduling widget 43
portal administration 14 W
portal navigation 9 widgets 30
Positive Findings widget 44 Active Referrals 32
All Orders 31, 54
PreCertification widget 48 All Unreviewed Reports 34
Preliminary Reports widget 50 Critical Results 46
default display 27
primary insurance information 63
management tools 29
prior study list 56 Outstanding Orders 52
Preliminary Reports 50
Priors selection dialog box 57
recent reports 31
Profile page 15 Today’s Appointments 37
profiles, updating 15 Today’s Radiology Appointments 36
R
Recent Reports page 13
Recent Reports widget 31
Referring Physician Information 62
referring physician information 62
I-2

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User’s Guide

Merge Referral Portal™

Merge Healthcare® is a registered trademark of Merge Healthcare Incorporated.

Part Date Revision Description

CAP-1711 October 2013 1.0 Initial revision for version 3.2

June 2014 2.0 Update for 3.2.1

Chapter 2 Getting Started

Chapter 3 Navigating the Portal

Updating Your Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Chapter 4 Dashboard and Widgets

Chapter 5 Viewing Reports

Chapter 6 Ordering Exams Online

This guide describes how to do the following:

• Use the navigation buttons, see “Navigating the Portal” on page 9.

• Use the Dashboard, see “Dashboard and Widgets” on page 27.

• View and print reports, see “Viewing Reports” on page 55.

• Order exams online, see “Ordering Exams Online” on page 59.

Key features of the Merge Referral Portal application include:

• Compact, low-maintenance application that runs entirely within a browser

• Requires no download or installation

• Intuitive user interface that requires little or no training

• Immediate and reliable access to images and reports

• Secure transmission of images over the Internet using HTTPS

• Scalability that is vital for enterprise networks and multi-site systems

• Requires no consumables such as film or disks to send images

Indications for Use

Repetitive Strain Injury

Date and Number Format

Computer Virus Protection

CAUTION: It is recommended that you install anti-virus software on your workstation.

About This Guide

NOTE: Cross-references in blue text are hyperlinks.

Notes, Cautions, and Warnings

WARNING: Warning messages indicate procedures or practices which, if not

Chapter 2 Getting Started

Logging On to the Portal

To log on to the application

Changing Your Password

To change your password

2. Click Change Password. The Change Password page opens.

3. In the Change Password page, do the following:

• In the Current Password field, type your current password.

• Character length — minimum number of alphanumeric and non-alphanumeric (such as

• Case sensitivity — passwords are case sensitive.

Chapter 3 Navigating the Portal

Accessing Image Viewers

Image availability is indicated as follows:

• A green check mark means that associated images are available.

• Priority — Exam priority as defined in the RIS.

• Last Name, First Name, Date of Birth.

• Modality — Type of modality as stored in the RIS.

• Procedure — Description of the procedure as stored in the Radiology Information

• Accession or Order # — Unique examination accession or order number generated by the

• Exam Date — Procedure appointment date.

• StudyUID — Unique study identification number used as an alternative to accession

• Physician — Referring physician.

• Location — Location of the procedure as stored in the RIS.

• Priority — Exam priority as defined in the RIS.

• Last Name — Patient’s last name.

• First Name — Patient’s first name.

• Date of Birth — Patient’s birthdate.

• Modality — Type of modality as stored in the RIS.

• Procedure — Description of the procedure as stored in the RIS.