Quick Reference Guides & Tip Sheets
Access the Home Clinic Portal User Guide along with Quick Reference Guides (QRGs), including step-by-step instructions and screenshots on how to complete key functions in the Home Clinic Portal. Review other tip sheets and web content outlining Home Clinic processes, procedures and ongoing activities.
Quick Reference Guides
- Home Clinic Portal User Updates/Changes Form
- Uploading the Primary Care Data Extract
- Search/Edit/Add Client
- Enrol Client
- Change/Associate MRP
- De-enrol Client
- Generating a List of Enrolled Clients (NEW)
- Remediating Enrolment Records
- Manage Provider Associations
- Maintain Home Clinic Information
- Generate a Home Clinic Report
- Client Validation
- Accessing Scheduled Report: COVID-19 Unvaccinated Clients
- Deceased Client Information
- View Client Enrolment History
Tip Sheets
- Home Clinic Criteria
- Patient demographics: best practices
- Enrolment method overview
- Identifying candidates for passive enrolment
- Using the Primary Care Data Extract (PCDE) for enrolment
- Submitting the PCDE
- Enrolment reason code definitions
- Responsibilities regarding Personal Health Information for Trustees
Home Clinic Portal