Worksheet

Portal content decision sheet

Print one sheet with a separate row for parent, patient, tenant and member. Columns list the screens to show, such as fee ledger, lab report or rent receipt, the actions they may request and the fields kept staff only. A last column names who approves each release.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Parent, patient, tenant or member portals: what each should show”, www.gullysystem.com/blog/parent-patient-tenant-or-member-portals-what-each-should-show