PORTAL USER GUIDE V1

2022

GETTING STARTED The Connie Portal is where Connie authorized users can access applications and services.

The Portal allows authorized users to access approved patient records for the purpose of treatment, operations, and payment.

This guide provides step-by-step information on how to access the basic functions of the Connie Portal.

Additional User Guides are available for specific applications and features that can be accessed within the Portal.

HIE SUPPORT SERVICES P: 866.987.5514 E: help@conniect.org

“As an emergency room nurse, when a new patient arrives with no medical history, I want to be able to view available patient data outside of my EHR”

​ “As a practitioner, I am viewing a patient’s chart and need to see additional information concerning an encounter”

1

Navigate to portal.conniect.org

2

Login with email and password

Don’t Have a Login? ​

Resetting a Password​

Contact the Connie help desk at help@conniect.org or 866.987.5514 to request access.​

Click on the “Reset your password?” link, and follow the onscreen instructions

In order to improve security, Connie requires that all users set up Two-Factor Authentication for their portal account.​ For more information about setting up 2FA, see Connie Portal Two-Factor Authentication Guide

To conduct a patient search, users must provide at the minimum:

FIRST NAME

LAST NAME

DATE OF BIRTH

*Gender and SSN can be added to Patient Search to refine results​

The results of Patient Search will appear in order of most likely to least likely matches

CERTAIN

PROBABLE

POSSIBLE

You may select the 'Clinical Data' option to navigate patient records.

How to launch a user application

On patient selection, a user may select the app they would like to launch

Alternatively, on patient selection, the Dashboard will be updated to include apps that require patient context:

All applications will Click back in be displayed

Users can navigate

the the textPortal. box and within an “x” will

applications by

appear in the

to other using the Reports & Applications menu

right-hand side of the box.

*Users can navigate to other applications by using the Reports & Applications menu

To collapse the Application menu to view the app in a larger screen, click the arrow

If launching an application for patients with whom users do not have an active relationship, the following message will appear: Selecting ‘cancel’ will return users to ‘Patient Search’

To proceed, users will be asked to enter a reason for attesting to the relationship