Giving patients access to the Patient Portal means that they can enter their own personal details, book appointments, view and pay invoices, complete intake forms, and upload documents through your clinic’s Patient Portal.
What You Need
- A saved Patient Profile
- Access to the Portal Access tab within the Patient Profile
Option 1: Send a Patient Portal Invitation Email
- Navigate to the Patient Profile
- Click Portal Access
- Select Click Here to send an invitation to the email address stored in the patient’s profile.
This sends the patient an email with a link to create their password and activate their portal account.
Option 2: Manually Create a Patient Portal Login
- Navigate to the Patient Profile
- Click Portal Access
- Select Create an account manually
- Enter a Username and Password
- Click Save
| Tip: Set the Username as the patient’s email address. This allows them to use the Forgot Password option later and reset their password independently. |
Select Available Practitioners
By default, all practitioners are available to the patient in the portal.
If you would like to limit which practitioners a patient can book with, go to the Available Practitioners section and select the appropriate practitioner or practitioners.
- Hold CTRL to select multiple practitioners.
- Click Save when finished.
| Tip: You can also send the Patient Welcome Packet to provide a Patient Portal registration link along with intake forms. |
Result
- If you selected Click Here, the patient receives an email invitation that is valid for three days.
- The patient creates their password and gains access to the portal.
- If you manually created credentials, the patient can log in immediately using the provided Username and Password.
When to Use This
Use this when you want patients to:
- Enter or update their personal information
- Book appointments online
- Pay outstanding invoices
- View their invoices
- Complete intake forms
- Upload required documents
Troubleshooting
The patient says the link does not work.
The invitation may have expired. Send a new invitation from the Portal Access tab.
The patient did not receive the email.
Confirm the email address in their profile is correct. Ask the patient to check their spam or junk folder.
The patient forgot their password.
If their Username is set as their email address, they can use the Forgot Password option to reset it themselves or you can go in and manually change it in the Portal Access tab.
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