Provider Portal

All of the below documents must be completed and submitted to Penn State Health’s Health Information Management team at [email protected].

Please use Chrome when viewing or printing any documents.

Site Paperwork:

Non-Penn State Health Entities

1. Access and Confidentiality Agreement - the Access and Confidentiality Agreement defines the responsibilities and obligations of each party in regard to Penn State Health’s clinical information system. To be signed by one of the practice partners with signatory authority.
2. Provider Portal Questionnaire - a short questionnaire to help the Health Information Management team determine the best access to meet your practice site’s needs.
3. Provider List - outlines all providers (MD/DO/CRNP/PA/APCs) who are required to have their patients available on the Provider Portal. If your providers see patients at multiple locations, please add and identify those locations. If your practice utilizes direct secure email addresses, please also provide the provider’s direct secure email address. Direct secure email addresses allow us to also securely send you Patient Health Information (PHI). If you currently do not have direct secure email addresses and are interested, see your certified EHR software vendor. For more information, see https://www.directtrust.org/what-we-do, Direct Secure Messaging section.
4. Provider Portal Technical Checklist - this checklist is to be completed by the practice site’s Information Systems department or Practice Site Manager. This checklist outlines the practice site’s Information Systems environment and will give our staff a clear idea of the compatibility with the Provider Portal.

Penn State Health Entities

Provider List - outlines all providers (MD/DO/CRNP/PA/APCs) who are required to have their patients available on the Provider Portal. If your providers see patients at multiple locations, please add and identify those locations. If your practice utilizes direct secure email addresses, please also provide the provider’s direct secure email address. Direct secure email addresses allow us to also securely send you Patient Health Information (PHI). If you currently do not have direct secure email addresses and are interested, see your certified EHR software vendor. For more information, see https://www.directtrust.org/what-we-do, Direct Secure Messaging section.

Please use Chrome when viewing or printing any documents.

Non-Penn State Health Entities

1. Provider Portal Guide - this guide is intended to assist practice sites who are granted access to the Provider Portal. This guide provides instructions on the setup and the use of the Provider Portal. The guide reviews how to view studies, labs, documents, scheduling and other clinical data.
2. Provider Portal PLUS Guide - this guide is intended to assist practice sites who are granted access to the Provider Portal Plus. This guide provides instructions on the setup and the use of the Provider Portal Plus. The guide reviews how to view studies, labs, documents, scheduling, e-messaging, patient search capabilities and other clinical data.
3. Provider Portal PLUS Video - a video that guides users through the Provider Portal PLUS.
4. Adding a patient to a patient list - this document is to be used by an existing site to add a patient to their patient list.

Penn State Health Entities

1. Provider Portal PLUS Guide (internal) - this guide is intended to assist practice sites who are granted access to the Provider Portal Plus. This guide reviews how to view studies, labs, documents, scheduling, e-messaging, patient search capabilities and other clinical data.
2. Provider Portal PLUS Compass (internal log-in required) - this video will guide you through the Provider Portal PLUS.

Please use Chrome when viewing or printing any documents.

Please note, this is only if initial site installation has already occurred.

All of the below documents must be completed and submitted to Penn State Health’s Health Information Management team at [email protected].

User Paperwork:

Please note: this needs to be completed by each individual user.

Non-Penn State Health Entities

1. Confirmation Agreement - this is required to be signed by each user. This acknowledges an understanding that the user will not disclose, share or allow any third party to utilize the username and password assigned to the user. In addition, this also details an agreement between each user and Penn State Health that the user will access the system to only records identified by Penn State Health.
2. Cybersecurity and Privacy Training - each user must follow the directions to create an account on Compass and complete the Cybersecurity and Privacy Training. Once complete, please print, save and return certificate.
3. Account Request Form - provides the Health Information Management team the information needed to provide an individual access to the Provider Portal.

Penn State Health Entities

1. Account Request Form - provides the Health Information Management team the information needed to provide an individual access to the Provider Portal.