Help : Enable Patient Portal Access

Edit Patient Info 2To enable or disable Patient Portal access for a patient, open the Patient Information pop up by clicking on the pencil icon just below the patient's profile picture, and click on the Patient Portal tab (generally at the far right). Toggle the button for Patient's Access Level to "Patient Can Access Portal" to enable access, or to "No Access to Portal" to disable.

For patients who you add manually (versus those who are added when they sign up via an electronic registration form), Patient Portal access is automatically enabled if "Should the patient be able to activate portal without further confirmation" is checked.

A patient who signs up with your practice via our electronic registration form will automatically have Patient Portal access enabled when the patient verifies his or her email address by clicking on the link in the automatically-generated confirmation email. If that verification step is not completed, Patient Portal access will remain toggled off and you will need to manually enable the patient's Portal account as described above, then have the patient follow the process for resetting his or her password.

Patient Portal Access Popup

To enable Patient Portal access, you will need to have a home zip code and email address on file for the patient. For patients who want to share a single email address, each one must have a unique username for the Patient Portal.

For detailed information about troubleshooting Patient Portal access (written for patients), see Patient Portal - Help for Patients: Accessing your Patient Portal Account.

Important Privacy Note

Before granting access to the patient portal, it is important that you verify with the patient that only he or she has access to the listed email account. Any other people that have access to the account could potentially gain unauthorized access to protected health information, in violation of privacy laws.

Once patient portal access is enabled, be very cautious when changing a patient's email address to make sure that the change request is authorized and not an attempt by a third party to gain unauthorized access.