The LHI Customer Web Portal allows you to log in and access information pertaining to health care services for employees belonging to your company.

To log in:

1. At the main login screen, enter your assigned Customer ID, user name, and password.
2. Click the Login button.

You have three chances to log in to the customer portal with your correct credentials. If you attempt to log in with incorrect credentials three times, you may get a message stating "Web Access Disabled." Please contact LHI Support to correct this issue.

This option can be selected if you have forgotten your password.

To obtain your password:

1. Click on the link Forgot Password.
2. Fill in your UserName and email address.
3. Click on the Continue button.
4. Answer your selected security question.
5. Click on the Email Password button.
6. Your password will be sent to you in an email.

Forgot UserName

To obtain your User Name:

1. Click on the link Forgot UserName.
2. Fill out your email address, first name, last name, and customer ID number.
3. Click on the Continue button.
4. Answer your selected security question.
5. Click on the Email UserName button.
6. Your User Name will be sent to you in an email.

The Knowledge Center allows you to learn more about the customer portal with the FAQ.

The FAQ page provides answers to frequently asked questions about health care services on the customer web portal.

To access the FAQ page:

• Go to Knowledge Center > FAQ from the main navigation menu.

The Order Center allows you to view orders for health care services performed, and detailed information associated with those orders.

The View Orders/Order Search page allows you to search for and view details about health care services performed for employees that belong to your company.

You can search by:

1. Employee ID
2. Order Number
3. Social Security Number
4. Name: This field allows for a search on the name of the employee.
5. Service Code
6. Result: This field can be used to search for an order by the overall order status. For example: The order result could list 'Pass' or 'Fail' to define the exam's result or it could list any resulting prescription to be issued to the employee.
7. Status: This field can be used to search for an order by the status of an individual order item. Options are: Completed, Document Review, Final, Incomplete, Pending, QA Ready, and Cancelled. You can select more multiple options if desired. A "Completed" order must go through a basic number of steps before it is complete. Generally, the order in which they occur is 1) the order/exam is requested by the customer, 2) documents are filled by the customer such as surveys and medical forms, 3) Required documents are received by LHI, 4) a quality assurance medical review is completed by a nurse, 5) appointments for appropriate health care services may be scheduled for the customer depending on type(s) of services needed.
8. Finalized Yes/No
9. Batch Number
10. Date Type: This will determine which date type to be used when applying a "To" and "From" date range search. The Updated Date can be used to select orders based on the last change to the order/exam. The Ordered Date can be used to select orders based on the date of when the order/exam was requested. The Service Date is used to indicate when the order/exam was scheduled. The Review Date option is selected to find orders based on the date of the quality assurance review. The Finalized Date option can be used to select orders based on their completion date.
11. Date range

To search for records:

1. Go to Order Center > View Orders from the main navigation menu.
2. Enter values in the search criteria fields and click Search. You may enter partial values in the fields. For example: S in the Name field will return all records that contain the letter S. Less specific data will return a greater number of records. More specific data will return fewer and more refined records.
3. Press the Clear button to reset the filter fields to the default values if necessary.
4. Select a record from the grid, and click View Detail. This shows detailed information about the employee, health care services, and provider.
5. To view an image, select a row or multiple rows and click View Image(s). Hold down the Ctrl key and click on rows to select multiple rows.

Buttons/Functions

View Medical Summary (button)
This shows a Medical Summary Report page for the currently selected order record in Memo Email style. Built-in SQL Reporting Server functionality includes: Export, Print, Navigate to First/Previous/Next/Last, Go to Page Number, View History, Find, and Magnification Zoom In/Out. Information fields include: Date, To, From, Subject, Service, Result, Clearance, Restrictions, and Quality Assurance Notes.

Return to Search (button)
Click the Return to Search button to go back to the Order Search page and continue with additional order searches if necessary.

View Image(s) (button)
This shows any scanned image that may be attached as a reference file to the currently selected order record. The images can be saved to a file or printed as required.

Select All (button)
This allows you to select (highlight) all records in the grid so that you can apply a particular function (View Medical Summary or View Image) to all selected records in succession.

Export (hyperlink)
This allows you to automatically generate a Microsoft Excel file of all records in the grid that were defined in your search criteria. The file name is OrderSearch.xls. You have the option to save or open.

The Order Detail page allows you to view details about health care services performed for employees that belong to your company.

You can view order details for a currently selected order from the following grids:

1. Order: This section will display a summary of the order ID, exam description, order status, and key order milestone dates.
2. Employee: This section will display a summary of the employee's demographic information.
3. Services: This section will list the services associated with the selected order, status of each service, and key service dates.
4. Appointments: This section will list the appointments associated with the selected order, the appointment date and time, and status of each appointment.
5. Service Documents: This section will detail the service documents associated with the selected order and their status as they are processed to the order.
6. Medical Review: This section is reserved to be used by medical health care providers as part of their review process.

Order Search Result Definitions:

Reason (Order grid)
This is the type of exam that was ordered. The order reason will determine the individual services that are needed to complete the order.

First Doc Received (Order grid)
This is the date of receipt assigned to the first service document associated with the order.

Service Code (Services grid)
This is LHI's five-character, all numeric configuration which represents the requested procedure.

Status (Services grid)
This is the service status that allows you to detail the progress of the selected service. A status of Pending is selected for newly created service items. If the service items are ready for a quality assurance review, the status is set to QA Ready. If the service items are finalized, the service status is set to a Completed status. If the service is Cancelled, the service items are marked as such.

Status (Appointments grid)
This is the appointment status that allows you to track the progress of each individual appointment. A Pending appointment status is assigned to newly created appointments. Once a provider is assigned to an individual appointment, the status will be assigned to Provider Assigned. An appointment that has the date, time and provider assigned will display a status of Scheduled. A Completed appointment status is assigned to finalized appointments. If the appointment is Cancelled, the status is listed as such.

Document Code (Service Documents grid)
This is LHI's service document that is associated with an order.

Received Status (Service Documents grid)
The Received status will define the document type that is associated with the order. Digital is assigned to documents with a .TIF (Tagged Image File) extension. Electronic Send is assigned to documents with a .PDF (Adobe Acrobat) file extension.

View Appointment Documents (Appointments Grid)
This displays all of the documents associated with the selected appointment that are to be generated and sent to the provider or the employee. Note: the appointment documents are not visible once they have been generated and sent.

View All Documents (Service Documents Grid)
This displays all of the service documents that have been subsequently created and attached to the selected order. An individual order document can be displayed by selecting the View link. The documents can be saved to a file or printed once the documents have been displayed. The Fill link can be selected for those documents that are set-up to be completed through the customer portal interface.

Order Detail Report (Printer Friendly)

This allows you to view the current order detail information in a report that can be printed. Click on the Printer Friendly button from the Order Detail screen to view this report.

To view the Order Detail report:

1. Go to Order Center > View Orders/Order Search on the main navigation menu.
2. Search for a desired order record by using the search criteria fields.
3. Click the Detail hyperlink in the order record.
4. Click the Printer Friendly button.
5. The report page controls are provided by SQL Reporting Services and give you options to navigate to selected pages, zoom in or out (default view is 100%), find keywords or keyword phrases within the report, export to different file formats, refresh the data, and send the page to a physical printer. Page navigation options include: Enter a page number, or click on arrows indicating First, Previous, Next, or Last. Export options include: XML (Extensible Markup Language), Excel CSV (Comma Separated Values), TIFF (Uncompressed Tagged Image File), PDF (Abobe Acrobat), Web/HTML, or Excel XLS format.

NOTE: A Microsoft SQL Server dialog box may appear if you are running this report for the first time. If you see this dialog, click Install to install the Microsoft SQL Server ActiveX Control. This allows you to print the current report from your browser. Once you install this control, it will not appear again if you run another report. If you are not able to complete the installation, please see your network administrator for rights to install software.

This allows users with proper role security to create orders for selected health care services. Depending on reason code, users can select an appropriate service, and even add a la carte services to an order.

To create an order:

1. Go to Order Center > View/Create Orders from the main navigation menu.
2. Click Create Order (button).
3. Read the Pre Web Order Instructions, and click Continue.
4. In the Order grid, select an Exam Type and Requestor from the drop down lists.
5. A default service type is included in the order. Click Add Service (button) to add additional service(s) to the order.
6. Click Add Employee (button) to add an employee to the order.
7. When finished, click Submit on the main Order Entry page to create the order.

To add a service to an order (a la carte):

1. Click Add Service (button).
2. Select a Service Code from the drop down list, and click Submit.
3. To remove a service from the order, click Remove (action link). There must be at least one service specified on the order.

To add an employee to an order:

1. Click Add Employee (button).
2. Enter first name, last name, social security number, or external employee ID and click Search to populate a list of employee records.
3. Click Select (action link) to select an employee record.
4. You have the option to Update employee information. Click Submit or Cancel. Submit will add the record to the Employee grid.
5. Click Create New Employee (button) if you want to add a new employee record, then enter your information and click Submit.
6. To update an employee record, click Update (action link). Modify your information and click Submit.
7. To remove an employee record from the order, click Remove (action link).

This allows users with proper role security to view an existing employee record or create a new employee record.

To view/search for an employee:

1. Go to Order Center > View/Create Employee from the main navigation menu.
2. Enter values in the fields provided and click Search. You may enter partial values in any of the text fields. For example: S in the First Name field will return all records that contain the letter S. Pressing Clear will reset the filter fields to default values.
3. Click Search.
4. From the list of returned records in the grid, click the Detail action link to see more detailed information about an employee.
5. If you need to update information about the employee, modify the editable fields and click Save. (See Employee Detail)

To create a new employee record:

1. Go to Order Center > View/Create Employee from the main navigation menu.
2. Click Create Employee button.
3. Complete the required fields in the Employee Detail screen (First Name, Last Name, Location Code, Birth Date, Address1, City, State, and Zip Code).
4. Click Save.

This allows users with proper role security to create a new employee record or modify an existing employee record.

To create a new employee record:

1. Go to Order Center > View/Create Employee from the main navigation menu.
2. Click Create Employee button.
3. Complete the required fields in the Employee Detail screen (First Name, Last Name, Location Code, Birth Date, Address1, City, State, and Zip Code).
4. Click Save.

To modify an existing employee record:

1. Go to Order Center > View/Create Employee from the main navigation menu.
2. Enter values in the fields provided and click Search. You may enter partial values in any of the text fields. For example: S in the First Name field will return all records that contain the letter S. Pressing Clear will reset the filter fields to default values.
3. Click Search.
4. From the list of returned records in the grid, click the Detail action link to see more detailed information about an employee.
5. To update information about the employee, modify the editable fields and click Save.

The Event Center allows you to search for and view group event details about health care services performed for employees that belong to your organization.

The Event Calendar allows you to search for and view details about health care events where services are performed for employees that belong to your organization. This page shows only scheduled events specific to your company once you log in with your appropriate credentials. If you are not logged in, it can be used as an external resource which shows scheduled events for all companies associated with LHI.

To access the Event calendar:

1. Go to Event Center > Event Calendar from the main navigation menu.
2. Group events can be viewed on the Event Calendar page by either logging in or not. When you log in, it becomes customer specific and you are able to see events associated with only the current Customer ID. If you are not logged in, you are able to see all group events.
3. Hover your mouse pointer over any event on the calendar to view event details.
4. Click on an event hyperlink to view event details.

To search for a group event:

1. Go to Event Center > Event Calendar from the main navigation menu.
2. Select a year and month from the Date drop down fields. The default value is the current year and month.
3. Select Onsite or Call Center from the Location drop down field. The default value is Onsite.
4. Select PDHRA (Post Deployment Health Re-Assessment) or PHA (Periodic Health Assessment) from the Service Type drop down field. The default value is PDHRA.
5. Click Search (button).

To print the group event calendar:

1. Go to Event Center > Event Calendar from the main navigation menu.
2. Select a year and month from the Date drop down fields. The default value is the current year and month.
3. Select Onsite or Call Center from the Location drop down field. The default value is Onsite.
4. Select PDHRA (Post Deployment Health Re-Assessment) or PHA (Periodic Health Assessment) from the Service Type drop down field. The default value is PDHRA.
5. Click Print (button).

To view group event details:

1. Go to Event Center > Event Calendar from the main navigation menu.
2. Select a year and month from the Date drop down fields. The default value is the current year and month.
3. Select Onsite or Call Center from the Location drop down field. The default value is Onsite.
4. Select PDHRA (Post Deployment Health Re-Assessment) or PHA (Periodic Health Assessment) from the Service Type drop down field. The default value is PDHRA.
5. Click on an event hyperlink to view extended event details.

Event Calendar can also be used an external resource, which means you do not need to log in to the customer portal in order to access the page. If you are not logged in, scheduled events display for all companies associated with LHI. This will most likely be sent to individuals through an email link when necessary.

EVENT CALENDAR FIELDS:

Date: Select a year and month from the Date drop down fields. The default value is the current year and month.

Location: Select Onsite or Call Center from the Location drop down field. The default value is Onsite. Onsite refers to a remote location such as a military base or health clinic. Call Center refers to an event where employees submit information by telephone.

Service: Select PDHRA (Post Deployment Health Re-Assessment) or PHA (Periodic Health Assessment) from the Service Type drop down field. The default value is PDHRA.

The Event Details page allows you to view details about a group event from the Event Calendar.

To access event details:

1. Go to Event Center > Event Calendar from the main navigation menu.
2. Group events can be viewed on the Event Calendar page by either logging in or not. When you log in, it becomes customer specific and you are able to see events associated with only the current Customer ID. If you are not logged in, you are able to see all group events.
3. Hover your mouse pointer over any event on the calendar to view event details.
4. Click on an event hyperlink to view extended event details.

Event details include:

1. Event Code: This field will display the the Group Event ID.
2. Branch
3. Event Type: The field will list the service to be performed. Example: Pandemic, PDHRA, and PHA.
4. Address
5. City
6. State
7. Zip Code
8. UIC/RUC (Unit Identification Code/Reporting Unit Code) (USMCR)
9. Start Date
10. End Date
11. Projected Count
12. Actual Count
13. Notes (multiline text field)
14. Teams (multiline text field)
15. Units (multiline text field)

This page allows you to send a detailed email message to Logistics Health to request a health care service event for a particular location and date.

To request an event:

1. Go to Event Center > Request Event page from the main navigation menu.
2. Complete all required fields in the form.
3. Click Submit Event Request.

Fields include:

1. Service Type: Options are Pandemic, PDHRA, and PHA.
2. Contact Name
3. Event Location
4. Date Range
5. Phone
6. Email
7. Request Count
8. Notes

Request Event can also be used an external resource, which means you do not need to log in to the customer portal in order to access the form. This will most likely be sent to individuals through an email link when necessary.

In the External Request Event form, the fields are as follows:

1. Branch: Options are Air National Guard, Army National Guard, Marine Forces Reserve, United States Active Army, US Army Reserve, US Navy Reserve.
2. Date Range
3. Event Type: Options are Onsite and Call Center.
4. UIC or RUC (USMCR): This is your Unit Identification Code or Reporting Unit Code.
5. Projected Count
6. Contact Name
7. Phone
8. Email
9. Notes

The Report Center allows you to generate and view reports for your company with regard to orders, services, and billing.

The Generate Report page allows you to run reports and see details regarding orders, services, and billing.

To view a report:

1. Go to Report Center > Generate Report from the main navigation menu.
2. Select a report from the drop down list. For example, you may select from the following choices, depending on your company and login credentials:
• Pass Defer Count
• Order Completion Count
• Service Summary Web Report
• Billing Summary Web Report
3. On most reports, you can select a Start Date and End Date as well as other fields, including Month, Year, Order Status, Date Type, Service Type, Result Code, and Grouping.

The Profile Management Center allows you to add and change your profile information.

This page allows the current user to change user information.

To change user information:

1. Go to Profile Management > Change User Info from the main navigation menu.
2. Update the user fields as needed.
3. Click Submit.

This page allows the current user to reset password for security purposes.

To reset your password:

1. Go to Profile Management > Reset Password from the main navigation menu.
2. Complete the required fields.
3. Click Submit.

To log out:

1. On any screen, click Logout in the upper right corner next to the current user name.
2. This will end your current session and take you back to the main Login page.