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...
Tue, 6 Oct, 2020 at 9:09 AM
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
A patient who has a chart in the EHR can set up their own portal account (or reset their password, if they've already set their username) from the P...
Wed, 21 Apr, 2021 at 9:29 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...
Wed, 21 Apr, 2021 at 9:28 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
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, 7 Apr, 2021 at 3:48 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
Disable/Enable a Patient's Access to Portal Features
You can disable (or enable) a patient's ability to send secure messages or request appointments via the Patient Portal on a patient-by-patient basis. T...
Wed, 10 Jun, 2020 at 9:37 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...
Wed, 10 Jun, 2020 at 2:02 PM
Logging into the Portal as a Patient
Overview You may log into the Patient Portal and view it as the patient would from inside the patient's chart. You may even make changes from the port...
Wed, 9 Jun, 2021 at 4:23 PM