How can Patients interact with Pathways?

Article author
Sam Wood
  • Updated

What is the context and purpose of the article?

Pathways in Meddbase have a wide range of features and use cases, some of which allow patients to interact directly with the Pathway via the Patient Portal. This article will summarise and describe how these features can be used.


Features of Patient Facing Pathways

Introduction to Patient Facing Pathways

When a Pathway contains one or more tasks that are shared with the patient, they will be given access to the task(s) via the Patient Portal. Patients will be able to see that they have tasks available to them on the home page of the Patient Portal.

From the Patient Portal Home Page, the patient will be able to see the name of the Pathway and the first available action to which they have access. They can access all their available tasks by clicking on Tasks on the left-hand side, or selecting See all tasks below on the Patient Portal Home Page.

Patient Portal showing Patient Facing Pathway display


Request Documents

When a patient is asked to Provide Documents, they can either drag and drop the document to the Upload a document window or use Browse file to browse their computer to find the file manually.

Patient Portal showing upload a document dialog on top Patient facing pathway page

Once the file has been uploaded, the patient will be able to see that the upload has completed successfully.

Patient Portal showing Patient Facing pathway page with upload completed successfully for a page

The document will be shared automatically with authorised Meddbase users via the Pathway.

Meddbase application window showing document shared automatically with Meddbase user via pathway


Make a Decision

Patients can be asked to make decisions, which presents a question to the patient with up to 5 possible answers in a dropdown menu.

Patient Portal showing decide how to proceed dialog on top of patient facing pathway page

The effects of these decisions can be wide-ranging but can include pushing the Pathway down a different route based on the answer the patient gives. This, in turn, exposes new tasks for the patient to complete.


Book an Appointment

If the Pathway asks the patient to book an appointment, upon opening the task, the patient will be presented with the normal booking workflow they would see if booking an unprompted appointment via the Patient Portal.

    Please note: The Patient Booking workflow will use all the same Billing Rules specified in any Charge Band to which the patient has access. If you want more granular control over which appointment type should be booked, this workflow can be filtered to show one specific Appointment Type.


Answer a Questionnaire

Patients can be prompted to complete a questionnaire as part of a Pathway. When this happens, the questionnaire becomes available to the patient via the Patient Portal in the Questionnaires tab.

If you want the patient to receive a task to complete the questionnaire this task trigger will have to be added to the Pathway.

Patient Portal showing Questionnaire page with Diet questionnaire example

As soon as the questionnaire is completed, the Pathway task will also be marked as completed.


General Task

General tasks allow patients to be presented with some static text describing what they need to do and give them the ability to mark the task as completed, which will move the Pathway on to the next step.

Patient Portal showing call the practice dialog on top of patient facing pathway page


Review date

This article was last updated on 09 July 2021 in the context of Meddbase version