POPS Groups
A Group is used to define branding and options that determine the Patient experience when using POPS.
- Once a database has been prepared to use POPS, you can create POPS Groups.
- When a Group has been established, the Client and Support Users can begin signing into that Group as a Patient.
- Groups can also be modified after they are created by selecting the Modify icon.
- If the POPS Management button is not visible, you either do not have permission to access it or the Hidden Setting is missing.
Complete the POPS Group Screen
Branding Panel
- From Admin on the Left Side Menu, select the POPS Management button.
- In the POPS Groups panel, select the Add link.
- Enter a Name for the Group, such as your Practice Name.
- Provide a valid URL that hosts your Favicon, logo, and/or Home Asset.
- The logo must be 250 pixels wide and 64 pixels high to display accurately.
Theme Panel
Choose your color scheme.
- Background Color
- Surface Color
- Primary Colors
- Secondary Colors
- Accent Colors
- Info Colors
- Success Color Indicator
- Error Color Indicator
- Warning Color Indicator
If your selected colors are dark, select the Dark Checkbox to ensure that the text can be read.
Options Panel
Payments Panel
- Enable Apple Pay: Portal Users can pay with Apple Pay when:
- Apple Pay has been activated through the Wind River or CMS portal.
- Browsers/Devices: The Portal User can use a Mac OS, IOS, or a Safari browser.
- Enable Credit Card Transactions: Allows Portal Users to make Payments using a credit card.
- Enable Google Pay: Portal Users can make Payments with Google Pay.
- Google Pay must be activated through the Wind River or CMS Portal.
- Google Pay does not have browser or device restrictions.
- Enable Payment Method Storage: Adds a checkbox for Portal Users to store their Payment information for future use.
- Auto-Post Payments: When a Portal User makes a Payment, the funds will automatically apply to oldest balances first.
- Email Receipt: If this box is checked and an email address is entered, a Receipt will be sent to the User"s email.
- Note: The email field will still be available when making a Payment even if the box is not checked, but the User will not receive a Receipt.
- Require CVV: Portal Users must enter a CVV when attempting to pay.
Look and Feel Panel
- Allow Visits PDF Export: Portal Users can export their Visit information as a PDF.
- Footer Email: Enter the email to display in the Footer for portal users to direct questions.
- Footer Phone: Enter the Phone number to display in the Footer for portal users to direct questions.
- Footer Text: The information entered here will display in the footer.
- Example: Contact our office with any questions.
- Note: The email and phone number entered above will display after this text.
- Landing Page: This determines the page that will display after the User logs in to POPS.
- Logout Function: This controls what will happen if a logout function is selected.
- Close: Closes the tab/window.
- Logout: Terminates the session and displays the login screen.
- None: No logout/close option will be displayed.
- The session will terminate when the session time has expired.
- Returns to the login screen when the session has ended.
- Show Collections: Adds the Collections Balance panel to the Account Page.
- Show Current Balance: Allows users to view the current total balance of their selected accounts.
- Show Escrow: If checked, Users will be able to see Unapplied funds that are in Escrow.
- Leave unchecked if you do not want the Patient to see Unapplied Funds (Escrow).
- If the Patient has funds in Escrow, a Receipt will be created but not Posted.
- Show Insurance Pending Column: Adds the Insurance Pending column everywhere there is a Patient Balance.
- Insurance Pending: Collections and Insurance Payments that have not been fully adjudicated.
- Show Procedures in Visits options: (The Description is Patient Facing and is setup in Procedure Code Library.)
- None
- Description Only
- Code and Description
- Show Statement Balance: Allow users to view the original balance of their current statement.
- If not selected, Users will only see the Amount Due (and Current Balance is selected above.
- Note: The is relevant when a partial payment has been made which makes the balance due different than the original Statement.
Authentication Panel
- Allow Session Extension: Allows Users to extend the session limit and prompts the User when they have less than 10 minutes remaining.
- If not checked the User will be logged out after 10 minutes.
- MFA Email Body: The content for MFA (Multi-Factor Authentication) emails.
- Note: Must contain ${mfa.code}, which will be replaced when the email is sent.
- MFA Email Subject: The subject line for MFA emails.
- Enable MFA: Allow Patients to fully authenticate themselves using the MFA system.
- MFA Require Opposing Contact Methods: Require users to email MFA if arriving to PatientOPS via SMS or vice versa.
- Require MFA: Patients initially entering the system in quick pay mode are immediately required to complete an MFA challenge.
- MFA SMS Message: Patients initially entering the system in quick pay mode are immediately required to complete an MFA challenge.
- MFA Success Role: Role assigned to users who successfully complete an MFA challenge.
- QuickPay Max Access Attempts: Number of times quick pay links can be used before being invalidated.
Notifications Panel
- Email From: The email from which notifications like receipt emails are sent.
Patient Permissions Panel
- Enable Contact Info Editing - Authorized Patients: Allow your Patients to manipulate their own contact information when fully authenticated.
- Select Save [F2].
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