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 Better Day™ Health Patient Help FAQs (How do I…?)

Click here for our Patient Help Video Tutorials page

How do I…?

...make an appointment at my clinic?

Please call your clinic to schedule, reschedule, or cancel an appointment.

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...download the Better Day™ Health registration app?

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...register for my first appointment with the Better Day™ Health registration app?

After scheduling your initial appointment with your provider, you’ll receive an email confirming your appointment and another email with a Confirmation Code that you will use to complete your registration.

When you open the app, you’ll choose the appropriate organization that matches with your clinic (you can find the name of the organization in the instructions in the email you received). You’ll then click the button Register As a New User. Enter your confirmation code in the new field that appears and click Validate. You’ll now create a username and password. NOTE: Your username should not contain any spaces. Once you have created your username and password, you’ll begin the registration process.

Please be sure to complete all of the demographic sections to the best of your ability. Fields marked with an asterisk (*) are required fields--all others are optional.

Once you have finished your demographic information, you’ll be prompted to choose how you would like to login to your app in the future.

NOTE: If it is necessary to exit the registration process at any time, when you login again later you’ll be able to continue your registration where you left off.

Continue on to complete your Patient Registration Survey. If you have questions regarding any of the registration steps, please refer to our Patient Registration help videos or the FAQ topic Completing Your Online Patient Registration Survey (the numbering for the steps may vary slightly).

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...register online for my patient portal (from a desktop or laptop)?

Registering for the Better Day™ Online Patient Portal

For a detailed explanation of each of the steps in the registration process, please refer to our Patient Registration help videos.

  1. Better Day™ Health software works best with the Google Chrome browser. We highly recommend downloading and using this free browser if you are not currently using it.

  2. After scheduling your appointment with your provider, you’ll receive an email confirming your appointment.

  3. If you are a new patient, you will also receive an email that says, “You are successfully enrolled in the Better Day™ Health Patient Platform.” Please follow the prompts in this email to “register as a new user.” Please note your confirmation code as you begin the process.

  4. When you click on the Register Here link, your browser will open a page titled New Patient Registration. Your confirmation code should be pre-filled in the text field. If it is not, you can type in the code provided in the email you received.

  5. Click the Validate button. This will take you to the Demographics page in your patient portal where you will be prompted to create a username and password. Please be sure to make a note of your username and password. You will use them to access your patient portal in the future.

  6. Information you provided when scheduling your appointment is pre-filled in this screen. Complete the information on the Demographics page. Required fields are marked with an asterisk (*). Hit Save when done.

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...complete my Patient Registration Survey online (from a desktop or laptop?

Completing Your Online Patient Registration Survey

For a detailed explanation of each of the steps in the registration process, please refer to our Patient Registration help videos.

1. After creating a username and password and completing your Demographics page information, you’ll begin your patient registration survey.

In Step 1, please provide your Primary Care and Emergency Contacts information. You can easily find information about your primary care provider by entering his/her name in the Provider Search field. After locating your primary provider’s name, click on the name in the search screen and your doctor’s information will automatically be populated on the screen. If you do not have a primary care provider, you may skip this step.

Now click on the Add Emergency Contact button. When adding an emergency contact, you may designate that person as Primary, which means this person will be called first regarding any news about your account. You may also select Responsible for Balance if this person will be responsible for paying the balance on your account.

NOTE: At any point in the registration process, you can click the Finish Later button at the bottom of the page to save your information so you can complete the forms at a later date.

2. In Step 2, please verify your insurance information. This information can only be added or changed by clinic staff. If you did not provide insurance information to your clinic when scheduling your initial appointment, this field will be blank. Please be sure to bring your insurance card with you to your first appointment.

Please provide your preferred pharmacy by completing a search in the Pharmacy search field.

3. In Step 3, the Person Consents field, please electronically sign required consent forms. These forms may vary depending on your clinic. Sign by clicking on each form and following the instructions to complete the process. As part of this process you’ll be asked to sign a consent for Surescripts. This is the service your clinic uses to communicate with your pharmacy and electronically order prescriptions for you. Be sure to sign all forms. If you have questions, please call your clinic. When you finish signing all your consent forms, you’ll see a list of them on the screen. You can now proceed to the next page.

4. In Step 4, please verify the reason for your appointment. You may optionally add an explanatory note in the Patient Narrative field.

5. Step 5 gives your doctor more information about the reason for your visit. Please supply any details about your Chief Complaint by clicking on all descriptions that apply. The answers will appear in the Symptoms column. You may remove any of these by clicking on the X beside it. When you have finished, Proceed to Next Page.

6. In Step 6, complete the Review of Systems information. Only add any relevant symptoms you may have recently experienced. When you click on a symptom, it will be added to the section titled Current Review of Systems Items. If you wish to remove an item you added to the Current Review of Systems list, simply click on it. This information will help your doctor prepare for your visit.

7. In Step 7, please provide a list of your current medications. If you are not taking current medications, just click the Proceed to Next Page button. If you are on medications, click Add Current Medication. You can search by name for your medication in the search field. Choose the medication, route, form, and strength, if known. If this is a vitamin or supplement, or if it’s a medicine you’ve been prescribed in the past but you’re not sure why, you can select the box next to I’m Not Aware of the Problem this Medication Treats...  Otherwise, in the New Problems search field type in the reason you are taking the medication (e.g., hip pain). Select the description that most closely describes your situation and click Add. As you save each medication, you will be asked if you’d like to add another.

8. In Step 8, describe your known allergies. If you don’t have any allergies that you know of, click the box marked No Known Allergies and proceed to the next page. It is very important that you list any known allergies here. You can add drug allergies (e.g., penicillin), food allergies (e.g., peanuts), or other allergies (e.g., pet hair).

To add a known allergy, click on the category of allergy you want to search. Follow the prompts to describe the allergy and your reactions as accurately as possible. If you are unsure of the exact date your allergy started, you can select the approximate year. If you know the exact date, uncheck the Approximate Date box and enter the exact date.

In the What Happens field, choose your reaction to the allergy. For each symptom you experience, click the Add button. You can add multiple symptoms/reactions. If your reaction is not shown, check the Value Not Listed box and type your reaction in the What Happens field. Click Save when you are finished. You will be able to list as many allergies as necessary in this way. When you have added all your known allergies, click Proceed to Next Page.

9. In Step 9 you will list current and past problems and procedures. If you have any current medical problems or pre-existing conditions, click the Add Current Problem button. After completing the information, click save. Add as many current problems as necessary. If you wish to remove a problem from the list, select the problem and click the Remove button. You can use the same method to add any past problems and past surgical procedures.

NOTE: For surgical procedures, a date is required. If you don’t know the exact date the procedure was performed, you can enter an approximate four-digit year date (e.g., 1998). When you have finished adding current and past medical problems and procedures, click Proceed to Next Page.

10. Step 10 describes your Social History. In each section please provide as much detail as possible. NOTE: In the Use of Alcohol section, “number of units” refers to the number of drinks. When you have completed this section, please proceed to the next page.

11. Step 11 describes your family medical history. Here you’ll let your doctor know about any family history of significant health issues such as heart disease, cancer, and other problems. Begin by clicking Add Family Illness History. From the Relationship field, choose the family member you wish to report about.

In some cases, you’ll be prompted to choose Maternal or Paternal to specify which side of your family (Mother=Maternal, Father=Paternal) they are on. If you don’t know the name, select the Unknown box. Choose any applicable illnesses by clicking on the buttons. When you are finished, click Save. You can add as many relevant family members as necessary in this way.

When you have successfully completed your new patient registration survey, you will see a yellow box around the Finish Registration button. Click the button to submit the registration and provide your doctor with this important information to prepare for your upcoming visit. When you click the Finish Registration button, you’ll be automatically returned to the patient login page. When you see this page, you’ll know that everything has been securely sent to your doctor’s office. Be sure to bring your insurance card and a form of photo ID to your scheduled appointment.

If you still have questions about any part of the patient registration survey, please make note of them and finish the survey to the best of your ability. Bring your noted questions with you to your appointment and a member of the clinic staff will help you fill in the missing parts of the survey.

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...login to my patient portal?

Once you have created your username and password, you can login to your account by going to the login page your clinic has provided for you. Please be sure to bookmark your login page and make a note of your username and password so you can access it to register for future appointments or to view your patient portal.

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...change my username or password?

Once you have created a username and password, you will not be able to change your username without re-registering as a new patient. If you have forgotten your username, contact your clinic. They will be able to provide you with that information. If you have forgotten your password, simply go to the login page, click on Password Recovery, and follow the prompts. If you know your password and are able to login but would like to change your password, do the following:

*Login to your patient portal.

*On the Patient Dashboard, on the top right side of the page click on your username.

*On the page that appears you’ll be prompted to enter your current password and then choose a new password.

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...get a new Confirmation Code if mine has expired?

A Confirmation Code is good for 3 days from the time it is issued via email. If your code expires before you have had a chance to register, please call your clinic and have them send you a new email with a new Confirmation Code.

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...access and update/correct my patient information in the portal?

After logging in to the portal you will see your Patient Dashboard. On this screen you’ll see a summary of some of your basic information. On the right side of the screen you will see a side Menu bar. Click on it to open it. From this menu you will be able to access numerous areas of your personal and medical information that you can edit to make sure your information is up-to-date.

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...update my insurance information in the portal?

At this time only the clinic staff can change insurance information. Please call your clinic or bring your insurance card with you to your next appointment.

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...send a secure message to my doctor?

If your clinic has enabled messaging, you can send a brief, secure message to your doctor from your Patient Dashboard. When you log in, you’ll see a button that says, Send a Message to Provider. Clicking that button will open a new window where you can choose which provider you would like to message and a text field for your note.

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...view my medical records in my patient portal?

In your Patient Dashboard, click on the right side Menu bar. This will reveal a menu of the various medical records your clinic has made accessible to you.

NOTE: If you have been granted permission to view another person’s records (e.g., a family member), you can view those records by doing the following:

*Login to your patient portal

*On the bar in the top left corner of the work area that says Patient Dashboard, click on your username. This will open a dropdown list of any patient records you currently have access to.

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...request permission to view another person’s medical records (delegate a patient account)?

Any person wishing to view an account in the Better Day Health patient portal will first need to set up a username and password. If, for example, you would like permission to access the records of your spouse, both you and your spouse would need patient accounts (even if you are not currently being treated at the clinic). Contact your clinic to ask them to create an account for anyone who needs to register.

After establishing your account, login to your Patient Dashboard. Click on the right side Menu bar to open it. Within the side menu, click Communications and then Delegate. This opens the Delegate screen. In the Whose Records Can I View? area, click New. In the popup window, fill in the information for the person whose records you would like to have access to. You will then choose what type of access your are requesting.

Fill in your own information in the section Delegate Requestor’s Information. Click Save.

In the Delegate work area, you’ll now see under Status the word “New.” This means the request has been submitted to the clinic administrator for review. When the status has changed to “Active,” you will be able to view the person’s records.

NOTE: Once you have been granted permission to view another person’s records, you can view those records by doing the following:

*Login to your patient portal

*On the bar in the top left corner of the work area that says Patient Dashboard, click on your username. This will open a dropdown list of any patient records you currently have access to.

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...grant permission to someone else to view my medical records (delegate a patient account)?

Any person wishing to view an account in the Better Day Health patient portal will first need to set up a username and password. If, for example, you would like to grant permission to your spouse to access your records, both you and your spouse would need patient accounts (even if your spouse is not currently being treated at the clinic). Contact your clinic to ask them to create an account for anyone who needs to register.

After establishing an account for the person you are granting access to, login to your Patient Dashboard. Click on the right side Menu bar to open it. Within the side menu, click Communications and then Delegate. This opens the Delegate screen. In the Who Can View My Record? area, click New. In the popup window, fill in the information for the person you would like to have access to your records. You will then choose what type of access your are granting.

Fill in your own information in the section Delegate Requestor’s Information. Click Save.

In the Delegate work area, you’ll now see under Status the word “New.” This means the request has been submitted to the clinic administrator for review. When the status has changed to “Active,” you will be able to view the person’s records.

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