POPS Management Overview
A Group is used to define branding and options that determine the Patient experience when using POPS.
See the POPS Setup Workflow for an interactive workflow.
Enter a Name for the Group, such as the Practice Name.
Enter a URL for the Favicon, Logo, and/or Home Asset.
The Logo must be 250 pixels wide and 64 pixels high to display accurately in the POPS Portal.
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
Determine which components appear in the POPS Portal and control their functions.
Enable Account Dashboard: Allows Patients to access their Account Dashboard.
Enter the Footer information that will appear in the Portal.
Footer Email/Phone: Enter the contact information to display in the Footer for Portal Users to direct questions.
Footer Text: Enter any other necessary information that may help the Portal User contact the office.
Example: Hours of Operation
Include New Charges in Amount Due: Includes Charges that have occurred since the last Statement in the Amount Due.
Landing Page: This determines the page that will display after the User logs in to POPS unless they are directed to POPS through a specific link, such as a Scheduling link.
Logout Function: Determines what happens after Logout is selected.
Close: Closes the tab.
Logout: Terminates the session and displays the login screen.
None: The Logout option will not be available (not recommended).
The session will terminate and return to the login screen when the session time has expired.
Show Collections: Adds the Collections Balance panel to the Account Page.
Show Current Balance: Allows Portal Users to view the currently total balance of their selected accounts.
Show Escrow: If checked, Portal Users will be able to see unapplied funds that are in Escrow.
Leave unchecked if you do not want the Patient to see Escrow.
Note: Regardless of this setting, if the Patient has funds in Escrow and a Payment is made, a Receipt will be created but not Posted.
Show Insurance Pending Column: Adds the Insurance Pending column everywhere the Patient Balance is shown.
Insurance Pending: Collections and Insurance Payments that have not been fully adjudicated.
Show Procedures in Visits: Choose how Procedures are displayed in the Portal.
None: Do not show the Procedure Code or Description.
Description Only: Show the Procedure Description but not the Procedure Code.
Code and Description: Show the Procedure Code and Description.
Show Statement Balance: Allows Portal Users to view the original balance of their current Statement.
If not selected, Users will only see the Amount Due (and Current Balance if selected above).
This is useful when a partial payment has been made, which makes the Balance Due different from the original Statement.
Email From: The email from which Notifications are sent.
Auto Post Payments: When a Portal User makes a Payment, the funds will automatically apply to the oldest balance(s) in the PM.
Email Receipt: If this box is checked and an email address is entered, a Receipt will be sent to the User's email.
The email field will still be available when making a Payment (even if the box is not checked), but the User will not receive an emailed Recept.
Enable Apple Pay: Allows Portal Users to pay with Apple Pay when:
Apply Pay has been activated through the Wind River portal.
The Portal User is using Mac OS, iOS, or a Safari Browser.
Enable Credit Card Transactions: Allows Portal Users to make Payments using a credit card.
Enable Google Pay: Allows Portal Users to pay with Google Pay when Google Pay has been activated through the CMS or Wind River 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.
Require CVV: Portal Users must enter a CVV when attempting to pay.
Enable Demographic Modification: Allow Portal Users to modify their Demographics at any time after Registration, even if they did not complete a self-Registration.
Enable Email Verification: Allows (but does not require) the Portal User to verify their email address while completing their Registration.
Enable Forms Modification: Allows Portal Users to sign and download Forms.
Enable Insurance Modification: Allows Portal Users to add or modify their Insurance in POPS.
Enable Registration: Allows New Patient Registration in POPS.
Enable SMS Verification: Allows (but does not require) the Portal User to verify their phone number while completing their Registration.
Required Contact Point: Determine which contact point is mandatory for the Portal User to verify during Registration.
It is recommended to set this to Both and enable Email and SMS Verification.
Enable Appointments: Adds the Appointments page in POPS, which allows Portal Users to see their past and future Appointments.
Enable Direct Scheduling: Activates Direct Scheduling in POPS.
Enable New Patient Direct Scheduling: Allow new Patients to complete Demographic Registration in order to schedule an Appointment directly.
Facility Filter Behavior: Determines the behavior of the Facility filter on the Schedule an Appointment screen in POPS.
None: Regardless of a Portal User having a default assigned Facility, no Facility will be selected by default. A Facility can be selected at any time by the Portal User.
Assigned Facility Only: The Facility that is assigned to the Portal User will be selected by default and cannot be changed.
Assigned Facility Default: The Facility that is assigned to the Portal User will be selected by default and can be changed.
Provider Filter Behavior: Determines the behavior of the Provider filter on the Schedule an Appointment screen in POPS.
None: Regardless of a Portal User having a default assigned Provider, no Provider will be selected by default. A different Provider can be selected at any time by the Portal User.
Assigned Provider Only: The Provider that is assigned to the Portal User will be selected by default and cannot be changed.
Assigned Provider Default: The Provider that is assigned to the Portal User will be selected by default and can be changed.