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.
When to Use This
Grant Portal Access 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
What You Need
- A saved Patient Profile
- Access to the Portal Access tab within the Patient Profile
Giving a Patient Access to the Portal
You can send an email invitation to for the patient to sign up for the Portal or you can manually create an account to grant a patient access.
Option 1: Sending an Email Invitation
- Open the patient's profile
- Click Portal Access
-
Select Click Here to send an invitation to the email address saved 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 Creating Login Details
- Open the patient's 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 so that your patient can use the Forgot Password option so they will be able to reset their password if they forget it |
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 an account for the patient, provide them with the username and password and they will be able to log in immediately
Troubleshooting
The patient says the link does not work.
- The invitation may have expired! Once sent, the link is valid for 3 days.
- 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 up as their email address, they can use the Forgot Password option to reset it themselves or
- You can go in to the Portal Access tab in their profile and update the password for the patient so they can sign in.
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