How to Send a Patient Invite to the Patient Portal

  • Updated

Get your patients to start booking appointments, paying bills, filling out medical information and uploading documents through your clinics Juvonno Portal. Be sure to first send the patient a Portal Invitation Email directly through their Patient Profile.

Note: You can also use the Patient Welcome Packet to send out a Patient Portal Registration link and Intake forms. Learn How to Send the Patient Welcome Packet to New Patients here.

 

Overview

  1. Create a Patient Portal Invitation
  2. Push Portal Invite

Patient Portal Invitation

To create and edit your Patient Portal Invitation go to General > Settings > System > Email & Reminders > Patient Portal Invitation 

Patient-Portal-Invite-Settings.gif

 

This invitation is directly emailed to your patient.

 

 

 

Push Portal Invite

Step 1

Go to the patient's profile and select Portal Access.

Push_Portal_Invite_1.png

Step 2

Select Click Here to send an invitation email.

Push_Portal_Invite_2.png

 

The patient will receive the invitation to their email and click the link that will take them to the portal allowing them to set up a username and password.

Push_Portal_Invite_3.png

The email set in the patient's profile will be the email that the Patient Portal Invitation is sent to.

 

*Important: The Patient Portal must be turned on and the Patient must have a valid email address in order for these methods to work.

 

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