Patient Portal - Help for Providers

Patient Portal Access
Sections included: Security View a Patient's Portal Status Enable Patient Portal Access Invite a Patient to Use the Portal Troubleshooting ...
Wed, 26 Jun, 2019 at 4:09 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, 26 Jun, 2019 at 4:10 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...
Wed, 6 Mar, 2019 at 9:08 AM
View Patient's Portal Status
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 ...
Wed, 26 Jun, 2019 at 4:11 PM
Enabling Patient Portal Access
To enable or disable Patient Portal access for a patient, open the Patient Information pop up by clicking on the pencil icon just below the patient's p...
Wed, 26 Jun, 2019 at 4:11 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...
Mon, 14 Oct, 2019 at 12:46 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...
Wed, 30 Oct, 2019 at 9:35 AM
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
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...
Tue, 29 Oct, 2019 at 2:58 PM
Unread Secure Messages
If a secure message has not yet been read by the patient (they haven't signed in to the portal and gone to the "Secure Messages" tab) then yo...
Thu, 8 Mar, 2018 at 10:31 AM