Portal Settings - Patients
If you are wanting to adjust the practitioners available to a patient in the portal, or the login name and password in the portal, simply do so through the patient's profile.
Open a Patient Profile to locate their Portal Access tab.
There is a list of Practitioners under the Available Practitioner section.
You are able to restrict patients to see specific Practitioners by selecting the practitioner name/s.
If the client is an existing Patient you are able to send a portal Invitation to the email address you have entered on their General page.
The invitation is active for 3 days, they are able to click a link in the invitation and create their own Username and Password to access the portal.
Create an Account Manually
You can also create a Username and Password for test profiles and for clients who would like you to do this for them.
Select “Click here to Create an account manually”.
You can use an email address as the Username in the event you want to be able to obtain a forgotten password, enter a Password.