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Portals and video appointments: the slides.

A 16-slide deck with speaker notes, for a 60-minute session. Present it from this page, or print it to PDF with one slide per page. The run sheet says when to show each slide.

While presenting: → or Space next, ← back, Home and End, S speaker notes, F full screen, Esc to stop.

Moraph for Good · Reach

Portals and video appointments

A Reach session from Moraph for Good

A free session kit · moraph.org/commons/sessions/reach/portals-and-video-appointments

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Speaker notes

Welcome everyone. Say this session is about using online health services safely, and that nobody will log in to anything.

Before we start

How today works

  • We practise on paper, not real accounts
  • Nobody shares passwords or health details
  • General information, not medical advice
  • Take-home handout for where you live

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Speaker notes

Repeat the no-login rule. It protects people and makes the room relaxed.

What it is

A patient portal is a secure website or app from your provider

  • Run by a clinic, hospital, health plan or health service
  • You sign in with your own account
  • What you can do depends on the provider
  • Many also work in a web browser on a computer

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Speaker notes

Keep it generic. Don’t name any portal product. Government services in the country block are fine to mention later.

What people use it for

Common things you can do

  • Book or check appointments
  • Send a message to the clinic
  • See some test results and letters
  • Ask for a repeat prescription

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Speaker notes

Ask who has used one and what for. Don’t ask why.

Setting up

Five steps to a safe setup

  • Get the sign-up link from the provider, not from a search or message
  • Expect to prove who you are
  • Choose a strong password you use nowhere else
  • Turn on two-step sign-in if offered
  • Write down where you keep the details, not the password itself

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Speaker notes

Explain two-step sign-in simply: a code sent to your phone, or a face or fingerprint check, as well as the password.

Help from family

Let people help without sharing your login

  • Ask about family or carer access
  • Helpers get their own sign-in
  • You can usually change or remove access
  • Sign out fully on shared computers

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Speaker notes

Many services offer proxy, carer or nominated representative access. The country block has examples.

Activity

Try it: the paper portal

  1. In pairs, take a paper portal page
  2. Find: send a message, check an appointment, see a result, order a repeat prescription, sign out
  3. Circle anything you would want help with
  4. Six minutes

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Speaker notes

Walk around. If people find sign out hard to spot, say that’s common and worth practising.

Results

A result may arrive before the explanation

  • Some results show up before a clinician has reviewed them with you
  • Normal ranges don’t tell the whole story
  • If a result worries you, call the clinic
  • Avoid searching online for what it means

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Speaker notes

Do not interpret any result, even a made-up one. This slide is about what to do, not what results mean.

Messages

Portal messages are not for emergencies

  • Replies may not come quickly
  • For urgent problems, call the clinic or a health advice line
  • If it might be an emergency, call your emergency number

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Speaker notes

Remind people of their local emergency number.

Scams

Real health services don’t rush you, threaten you or ask for payment by gift card.

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Speaker notes

Introduce the second half of the activity.

Activity

Try it: safe or suspicious?

  1. 1. A text: your health card will be cancelled today unless you confirm your number at this link
  2. 2. A letter with your clinic’s usual address, asking you to book a routine check by calling the number on the clinic’s website
  3. 3. A call offering a free test kit if you give your health number and bank details
  4. For each: safe or suspicious, and why?

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Speaker notes

Answers: 1 is suspicious (urgency, link, request for details). 2 looks routine, and checking the number on the official website is the right move. 3 is suspicious (free offer in return for health and bank details). Stress the habit: check independently, whatever the message looks like.

Video appointments

Before the day

  • Test the link, camera, microphone and sound
  • Charge the device and check your internet or data
  • Find a quiet, private place with light in front of you
  • Write down your questions and the medicines you take

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Speaker notes

If you prepared a test call on your own device, show it now. Never use a real health account.

Ask for what you need

You can ask for

  • An interpreter or captions
  • A phone call instead of video
  • A family member or carer to join
  • An in-person appointment if video won’t work for you

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Speaker notes

Many services offer these when asked. Encourage people to ask when booking, not at the last minute.

Scam rules

Three habits that stop most scams

  • Don’t click links in unexpected messages; go to the portal or website directly
  • Never share passwords, codes or bank details in reply to a call or message
  • Hang up and call back on a number you already have

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Speaker notes

Mention that sign-in codes sent to your phone are for you only; no real service asks you to read one out.

Where you live

Your handout has the local details

  • Official accounts and portals run by government, where they exist
  • How family or carers can get access
  • Where to report a scam

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Speaker notes

Walk through the country block briefly.

Thank you

Questions?

  • Ask your clinic how to join its portal
  • Set it up when you are well and have time
  • When in doubt, call back on a number you already have

This kit, the worksheet and the handouts: moraph.org/commons/sessions/reach/portals-and-video-appointments

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Speaker notes

Take questions. Thank the host. Remind people that the worksheet checklist is for their next video appointment.