Send a patient their portal registration from within the EHR or the Scheduling application. You can do so at any time for an existing patient, or at the time you are adding a new patient to your practice.
If the patient is a minor or has a representative such as a spouse, the parent or representative may register for the patient's portal as well. They will select Representative while registering.
EHR
Existing patient
Navigate to the patient's dashboard and click their name hyperlink to display the Patient Edit screen.
The patient’s email address must be on file in order to send the patient portal registration. If the email address is not on file, scroll down to enter it below.
To save, scroll to the bottom of the screen and click Update.
Click Send Portal Registration.
A date and timestamp will display indicating when the registration was sent.
You will be notified if there is no email on file for the patient
The registration link will be sent to the email address on file for the patient.
Please inform your patient that the registration link is only valid for 72 hours. If the patient does not register within 72 hours, follow steps outlined above in the “Existing patient” heading to resend the link from the Patient Edit Screen.
Once the patient registers, a message will display indicating the patient has successfully registered with a date and timestamp of their last login.
New patient
Add a new patient and complete their full profile of demographic information, or utilize the Quick Add function.
Quick Add is the fastest way to send the patient portal registration.
Click Add Patient.
Within the top highlighted Quick Add row, enter the patient’s last name, first name, date of birth, email address and select the Activate PHR checkbox. Then, click Quick Add to add the patient to the system and send the patient portal registration link.
The patient can now begin their patient portal registration with the link sent. Any demographic information the patient completes on their portal will transfer to the EHR for you to review and accept or reject. Click here to learn more!
Please inform your patient that the registration link is only valid for 72 hours. If the patient does not register within 72 hours, follow steps outlined above in the “Existing patient” heading to resend the link from the Patient Edit Screen.
Click Add Patient.
Enter all required fields (highlighted in yellow) and the patient’s email address.
Scroll down and click Add. The patient’s chart will automatically open.
Click their name hyperlink to display the Patient Edit screen.
Click Send Portal Registration.
The date and time will display when the registration was sent.
You will be notified if there is no email on file for the patient
The registration link will be sent to the email address on file for the patient.
Please inform your patient that the registration link is only valid for 72 hours. If the patient does not register within 72 hours, follow steps outlined above in the “Existing patient” heading to resend the link from the Patient Edit Screen.
Once the patient registers, a message will display indicating the patient has successfully registered with a date and timestamp of their last login.
Revoke patient portal access
Once registration has been sent, you have the ability to revoke the patient portal access at any time, if necessary. Doing so will make any emailed links inactive and remove existing portal access from a patient.
Revoking patient portal access is only available in the EHR. This function is not available in the Scheduling application.
The patient will receive an email indicating their portal was deactivated by their healthcare provider and to contact them with any questions,
A date and timestamp will display indicating when the access was revoked.
Once revoked, patient portal access can be granted again, at any time by clicking Send Portal Registration.
The patient or representative may use the same login credentials they initially had prior to their access being revoked.
Scheduling
Navigate to the patient's dashboard and click their name hyperlink to display the Patient Profile.
Existing patient
The patient’s email address must be on file in order to send the patient portal registration. If the email address is not on file, enter it in the Email field and click Save.
Click Send Portal Registration.
You will be notified if there is no email on file for the patient
A date and timestamp will display indicating when the registration was sent.
The registration link will be sent to the email address on file for the patient.
Please inform your patient that the registration link is only valid for 72 hours. If the patient does not register within 72 hours, follow steps outlined above in the “Existing patient” heading to resend the link from the Patient Edit Screen.
Once the patient registers, a message will display indicating the patient has successfully registered with a date and timestamp of their last login.
You cannot revoke patient portal access from the Scheduling application.
New patient
Add a new patient and complete their full profile of demographic information, or utilize the Quick Add function.
Quick Add is the fastest way to send the patient portal registration.
The patient can now begin their patient portal registration with the link sent. Any demographic information the patient completes on their portal will transfer to the Patient Requests tab in Scheduling application for you to review and accept or decline. If accepted, the demographics will sync with their patient profile.
Please inform your patient that the registration link is only valid for 72 hours. If the patient does not register within 72 hours, follow steps outlined above in the “Existing patient” heading to resend the link from the Patient Edit Screen.
Once the patient registers, a message will display indicating the patient has successfully registered with a date and timestamp of their last login.
You cannot revoke patient portal access from the Scheduling application.
Click Add Patient.
Enter all required fields (indicated by red asterisks), the patient’s email address, any desired optional fields, then click Save.
If your company has the patient reminders add-on product enabled, the Authorized Communication Methods will also be a required field.
Once the Patient Profile is saved, the Patient Dashboard will display. Click their name hyperlink to display the Patient Profile once more.
Click Send Portal Registration.
You will be notified if there is no email on file for the patient
A date and timestamp will display indicating when the registration was sent.
The registration link will be sent to the email address on file for the patient.
Please inform your patient that the registration link is only valid for 72 hours. If the patient does not register within 72 hours, follow steps outlined above in the “Existing patient” heading to resend the link from the Patient Edit Screen.
Once the patient registers, a message will display indicating the patient has successfully registered with a date and timestamp of their last login.
You cannot revoke patient portal access from the Scheduling application.
Patient portal pdf
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New look and feel - EHR
Beginning on Thursday, August 22nd, 2024, users will experience an updated quick add feature and patient information screen. The updates will begin gradually and will be fully implemented for all customers by Wednesday, August 28th, 2024. Refer to the below instructions if the updates have been released to your practice.
Send a patient their portal registration from within the EHR or the Scheduling application. You can do so at any time for an existing patient, or at the time you are adding a new patient to your practice.
If the patient is a minor or has a representative such as a spouse, the parent or representative may register for the patient's portal as well. They will select Representative while registering.
Existing patient
Navigate to the patient's dashboard and click their name hyperlink or Patient Information within the navigation menu to display the Patient Information window.
The patient’s email address must be on file in order to send the patient portal registration. If the email address is not on file, scroll down to enter it below.
To save, scroll to the bottom of the screen and click Update.
Click Send Portal Registration.
Make a selection from the dropdown menu to send the registration link by Email or Text Message.
A message will appear indicating the registration was successfully sent.
A date and timestamp will display indicating when the registration was sent.
Please inform your patient that the registration link is only valid for 72 hours. If the patient does not register within 72 hours, follow steps outlined above in the “Existing patient” heading to resend the link from the Patient Information tab.
Once the patient registers, a message will display indicating the patient has successfully registered with a date and timestamp of their last login.
New patient
Add a new patient and complete their full profile of demographic information, or utilize the Quick Add function.
Quick Add is the fastest way to send the patient portal registration.
Click the +.
In the Quick Add popup, enter the patient’s First Name, Last Name, Date of Birth, and select the Activate PHR checkbox.
Choose between sending the registration link By Email or By Text Message, then enter the appropriate contact information (email address or cell phone number) below. Lastly, click Add to add the patient to the system and send the patient portal registration link.
The patient can now begin their patient portal registration with the link sent. Any demographic information the patient completes on their portal will transfer to the EHR for you to review and accept or reject. Click here to learn more!
Please inform your patient that the registration link is only valid for 72 hours. If the patient does not register within 72 hours, follow steps outlined above in the “Existing patient” heading to resend the link from the Patient Information tab.
Click Add Patient.
Complete all required fields, any optional fields you wish, and be certain to enter the patient’s Email Address.
Required fields:
- First Name
- Last Name
- Date of Birth
- Sex
- Social Security Number
- Preferred Phone
Scroll down and click Add.
Click their name hyperlink or Patient Information within the navigation menu to display the Patient Information window.
Click Send Portal Registration.
Make a selection from the dropdown menu to send the registration link by Email or Text Message.
A message will appear indicating the registration was successfully sent.
A date and timestamp will display indicating when the registration was sent.
Please inform your patient that the registration link is only valid for 72 hours. If the patient does not register within 72 hours, follow steps outlined above in the “Existing patient” heading to resend the link from the Patient Information tab.
Once the patient registers, a message will display indicating the patient has successfully registered with a date and timestamp of their last login.
Revoke patient portal access
Once registration has been sent, you have the ability to revoke the patient portal access at any time, if necessary. Click Revoke Patient Portal Access. Doing so will make any emailed links inactive and remove existing portal access from a patient.
Revoking patient portal access is only available in the EHR. This function is not available in the Scheduling application.
The patient will receive an email indicating their portal was deactivated by their healthcare provider and to contact them with any questions,
A date and timestamp will display indicating when the access was revoked.
Once revoked, patient portal access can be granted again, at any time by clicking Send Portal Registration.
The patient or representative may use the same login credentials they initially had prior to their access being revoked.
New look and feel - Scheduling
Existing patient
Navigate to the patient's dashboard and click their name hyperlink to display the Patient Profile.
The patient’s email address must be on file in order to send the patient portal registration. If the email address is not on file, enter it in the Email field and click Save.
Click Send Portal Registration.
You will be notified if there is no email on file for the patient
A date and timestamp will display indicating when the registration was sent.
The registration link will be sent to the email address on file for the patient.
Please inform your patient that the registration link is only valid for 72 hours. If the patient does not register within 72 hours, follow steps outlined above in the “Existing patient” heading to resend the link from the Patient Edit Screen.
Once the patient registers, a message will display indicating the patient has successfully registered with a date and timestamp of their last login.
You cannot revoke patient portal access from the Scheduling application.
New patient
Add a new patient and complete their full profile of demographic information, or utilize the Quick Add function.
Quick Add is the fastest way to send the patient portal registration.
Click the +.
In the Quick Add popup, enter the patient’s First Name, Last Name, Date of Birth, and select the Activate PHR checkbox.
Choose between sending the registration link by Email or SMS, then enter the appropriate contact information (email address or cell phone number) below. Lastly, click Add to add the patient to the system and send the patient portal registration link.
The patient can now begin their patient portal registration with the link sent. Any demographic information the patient completes on their portal will transfer to the Patient Requests tab in Scheduling application for you to review and Accept or Decline. If accepted, the demographics will sync with their patient profile.
Please inform your patient that the registration link is only valid for 72 hours. If the patient does not register within 72 hours, follow steps outlined above in the “Existing patient” heading to resend the link from the Patient Edit Screen.
Once the patient registers, a message will display indicating the patient has successfully registered with a date and timestamp of their last login.
You cannot revoke patient portal access from the Scheduling application.
Click Add Patient.
Enter all required fields (indicated by red asterisks), the patient’s email address, any desired optional fields, then click Save.
If your company has the patient reminders add-on product enabled, the Authorized Communication Methods will also be a required field.
Once the Patient Profile is saved, the Patient Dashboard will display. Click their name hyperlink to display the Patient Profile once more.
Click Send Portal Registration.
You will be notified if there is no email on file for the patient
A date and timestamp will display indicating when the registration was sent.
The registration link will be sent to the email address on file for the patient.
Please inform your patient that the registration link is only valid for 72 hours. If the patient does not register within 72 hours, follow steps outlined above in the “Existing patient” heading to resend the link from the Patient Edit Screen.
Once the patient registers, a message will display indicating the patient has successfully registered with a date and timestamp of their last login.
You cannot revoke patient portal access from the Scheduling application.
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