Patient Portal - Help for Providers

Enabling Patient Portal Access
For One Patient To enable or disable Patient Portal access for a patient, open the Patient Information window by clicking on the pencil icon just below the...
Wed, 10 Jun, 2020 at 8:48 PM
View & Troubleshoot Patient's Portal Access
Instantly view a patient's portal status by looking at the secure message icon shown in the patient's photo block in the top left-hand corner of ...
Tue, 16 Jun, 2020 at 5:17 PM
Invite Patients to Join the Portal or to Reset their Portal Password
Patients who already have charts within the EMR are able to set up their own portal accounts (or reset their passwords, if they've already set their...
Thu, 11 Jun, 2020 at 10:23 AM
The Patient Portal Onboarding Tool
The Patient Portal Onboarding Tool provides a quick and easy way to set patients' Portal access levels and issue multiple invites. This allows users to...
Fri, 5 Jun, 2020 at 11:08 AM
Patient Portal Access - multiple accounts under a single email address
For charts that share the same email address (i.e. children added under the parent's email address), you need to be sure to set up their portal account...
Tue, 29 Oct, 2019 at 3:02 PM
The Patient Portal Queue
The Patient Portal Queue displays requests and secure messages coming from the Patient Portal. Expand the Queue by clicking the pop-out button at the top ri...
Wed, 10 Jun, 2020 at 2:06 PM
Patient Portal Queue Filters
Each user can set their own default saved filtered view of the Patient Portal Queue. Available filters include who the request is assigned to, as well as th...
Wed, 10 Jun, 2020 at 9:30 PM
Un-Archiving Patient Portal Requests
Sometimes you accidentally archive a request without meaning to, or you need to go back and revise the way you handled a request. It's easy to un-archi...
Thu, 2 Jan, 2020 at 12:57 PM
Add a Notice or Away Message to the Patient Portal
If there's something you need to announce on the patient portal (for instance, that you're going to be on vacation or otherwise out of the office...
Thu, 4 Jun, 2020 at 9:19 PM
Allow Patients to Cancel Appointments
You can allow patients to cancel appointments through the portal. To do this, go to the Pt Portal drop down menu and select Portal Settings. The ...
Fri, 18 Oct, 2019 at 9:23 AM