Save time, empower your teams and effectively upgrade your processes with access to this practical Patient portal Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Patient portal related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.


The Toolkit contains the following practical and powerful enablers with new and updated Patient portal specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Patient portal Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 809 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Patient portal improvements can be made.

Examples; 10 of the 809 standard requirements:

  1. What types, intensities of training, and modalities for delivering training will be needed for staff enrolling patients, clinicians interacting with patients using the system, and enrolled patients?

  2. Who are the key personnel from the organizations information technology, clinical care, clerical and support services, and administrative staff needed for implementation & training?

  3. When a patient requests an appointment, the appointment shows as pending. Will the portal update after the request has been scheduled by the hospital?

  4. Will all providers and patients be required to only use the dedicated email function within the portal to communicate clinical related information?

  5. What monitoring mechanism will be used to ensure that patient-generated emails sent to providers are responded to in a timely manner?

  6. If you are utilizing a patient portal at your institution, how are you handling avoiding inadvertent breaches of confidentiality?

  7. Has someone ventured a draft of a master schedule of what major benchmarks or events need to occur over the next couple of years?

  8. How do you incent people to get the systems, and to change the way they practice medicine to get the information into the system?

  9. Maintaining patient portals that assure confidential care provision—how will these be sustained after the implementation?

  10. How will the portal be presented / promoted to potential users (i.e., during scheduled visits, special promotions, etc.) ?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Patient portal book in PDF containing 809 requirements, which criteria correspond to the criteria in…

Your Patient portal self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Patient portal Self-Assessment and Scorecard you will develop a clear picture of which Patient portal areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Patient portal Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Patient portal projects with the 62 implementation resources:

  • 62 step-by-step Patient portal Project Management Form Templates covering over 6000 Patient portal project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Are post milestone Patient portal project reviews (PMPR) conducted with the organization at least once a year?
  2. Responsibility Assignment Matrix: Will too many Communicating responsibilities tangle the Patient portal project in unnecessary communications?
  3. Risk Management Plan: Risk Documentation: What reporting formats and processes will be used for risk management activities?
  4. Project Performance Report: To what degree does the formal organization make use of individual resources and meet individual needs?
  5. Lessons Learned: What were the main sources of frustration in the Patient portal project?
  6. Executing Process Group: What is the critical path for this Patient portal project and how long is it?
  7. Probability and Impact Assessment: What are the tools and techniques used in managing the challenges faced?
  8. Lessons Learned: Was sufficient time allocated to review Patient portal project deliverables?
  9. Quality Metrics: Subjective quality component: customer satisfaction, how do we measure it?
  10. Stakeholder Analysis Matrix: Could any of the organizations weaknesses seriously threaten development?

Step-by-step and complete Patient portal Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Patient portal project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Patient portal project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Patient portal project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Patient portal project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Patient portal project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Patient portal project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Patient portal project with this in-depth Patient portal Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Patient portal projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Patient portal and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Patient portal investments work better.

This Patient portal All-Inclusive Toolkit enables You to be that person:


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Categories: Documents