How to Use Patient Portal Reference Sheet

This reference sheet is designed to help you learn how to utilize the numerous features available to you through SSGA’s patient portal. You may find it helpful to print this reference sheet off prior to using the portal. If you have questions or problems using the portal, you can call 518-831-1530 to leave us a message or e-mail us at . Please allow one business day for us to respond.

There are two ways to register a portal account. If you have recently provided us with your e-mail address during an office visit or when you scheduled an appointment, you will automatically receive an invitation in your e-mail to create an account. Follow the instructions provided in the invitation to complete the registration. If you have already created an account through this invitation you can proceed to the section called “How to Complete Initial Patient Registration and History Form”below.

The second way to register a portal account is by accessing our patient portalfor the first time via our website by clicking on “Patient Portal” in the red bar. Once you have accessed the portal, you should complete the next two steps below:

How to sign-up for patient portal

  1. When the “Sign In” window appears, click on “Create a new account”.
  2. On the “Patient Information” screen, enter your First Name, Last Name, Email Address, and Birth Date. Select gender and enter your Zip Code, then click “Next”.
  3. On the “Create Security Details” screen, enter a username and password. Select a primary SSGA location, select a “Secret Question” and enter an answer and a phone number.
  4. Your password will need to be at least 6 characters and must include at least 1 alpha and 1 numeric character.
  5. Once you have entered the data requested, click on the button at the bottom of the screen labeled “Enter Portal”.
  6. The Patient Portal screen will be displayed,where various Patient Portal options are available to you and you are ready to enter your SSGA registration and history information. See below.

How to Complete Initial Patient Registration and History Form

  1. Click on “Health Forms”.
  2. Select the SSGA Registration form.
  3. The information that you entered during the sign-up process will be imported to this form.
  4. Please step through the questions on each page. Add insurance information as requested and verify that all required fields are filled.
  5. At the bottom of the second page click “Submit”.
  6. You will see a page thanking you for completing the Registration Form. Click on “Health Forms”.
  7. Click on “SSGA Medical History Form”.
  8. Step through the Medical History Form, completing as much as possible and at the bottom of the second page click on the “Submit” button.
  9. The “Thank you for completing our Medical History Form” screen will be displayed and you are finished with the Registration and History forms.
  10. Please review the additional instructions on the following pages to learn how to; request a prescription refill, request test results, ask a medical question and request copies of your medical records.

After completing the initial steps above, come back as often as you wish to take advantage of other features described on the next pages.

To request a prescription refill

  1. Click on “Prescriptions”.
  2. Select a location from the “Choose a Location” drop down menu. It does not matter which location you choose, it does not affect your prescription refill request.
  3. Select your provider from the “Choose a Provider” drop down menu, then click “Continue”.
  4. Enter the medication name and the dosage. Fill in additional information about your prescription if it is available.
  5. If you have more than one medication, click the “Add Another Medication” button and enter the information on the additional medications to be refilled.
  6. Enter the pharmacy name and phone number.
  7. Click “Submit”.
  8. Your prescription refill request will be displayed. If it is correct click “Submit”, if not, click “Cancel”.
  9. The “We have received your request” screen will be displayed and you are finished.

To request test results

  1. Click on the “Ask a Question” button. A “What Is Your Question About?” pop up window will appear, click on “Ask About Test Results”.
  2. Select a location from the “Location” drop box. It does not matter which location you choose.
  3. Select your provider from the “Staff” drop box.
  4. Enter the subject of your question in the “Subject” box. Examples: Sig Results, Colonoscopy Results, etc.
  5. Type your question in the “Your Question” box.
  6. If you would like to forward an attachment with your question click on the “Browse” button to the right of the Attachments label and follow the instructions.
  7. Click “Continue”.
  8. Your question will be displayed for you to review. If it is correct, click “Submit”, if not, click “Back”.
  9. The “Thank you for submitting your question” screen is displayed and you are finished.

To ask a medical question

  1. Click on the “Ask a Question” button. A “What Is Your Question About?” pop up window will appear, click on “Ask a Question”.
  2. Select a location from the “Location” drop box. It does not matter which location you choose.
  3. Select your provider from the “Staff” drop box.
  4. Enter the subject of your question in the “Subject” box.
  5. Type your question in the “Your Question” box.
  6. If you would like to forward an attachment with your question click on the “Browse” button to the right of the Attachments label and follow the instructions.
  7. Click “Continue”.
  8. Your question will be displayed for you to review. If it is correct, click “Submit”, if not, click “Back”.
  9. The “Thank you for submitting your question” screen is displayed and you are finished.

To request copies of your medical record

  1. Click on the “Ask a Question” button. A “What Is Your Question About?” pop up window will appear, click on “Ask a Question”.
  2. Select a location from the “Location” drop box. It does not matter which location you choose.
  3. Select your provider from the “Staff” drop box.
  4. Enter “Medical Record Request” in the “Subject” box.
  5. Type the details of your request, such as the range of dates and the reason for the request, in the “Your Question” box.
  6. If you would like to forward an attachment with your question click on the “Browse” button to the right of the Attachments label and follow the instructions.
  7. Click “Continue”.
  8. Your question will be displayed for you to review. If it is correct, click “Submit”, if not, click “Back”.
  9. The “Thank you for submitting your question” screen is displayed and you are finished.