Help : Invite Existing Patients to Join the Portal

Patients are able to set up their own portal accounts (or reset their passwords) from the patient portal as long as the following information is set up in the EMR:

However, you may instead choose to set up a patient's Patient Portal account in the office. There are two ways to do this:

1. Send the patient an invitation/reset email. This will send an email to their email address on file with a link to (1) set up their username if they do not already have one on file and (2) set a password. To do this for a single patient:

  1. Click on the pencil icon in the upper right of the Patient Information block to open the Edit Information pop out.
  2. Click on the Patient Portal tab and make sure that Patient Portal access is enabled (or click to enable access if it is not).
  3. Click on the link near the bottom to "Send invitation/reset email" to the email address on file. This email will contain a custom link that the patient can click to set up their username, if they do not already have one on file, and set a password.

Edit information pop out

To send invitation/reset emails to multiple patients quickly, you would use the Patient Portal Onboarding Tool:

  1. Click on My Links --> Patient Portal Onboarding Tool to open up a custom report listing all of your patients, showing their current portal status in a colored rectangle beside their name.
  2. If the colored rectangle beside the patient's name is RED, Patient Portal access is not enabled. Click on the rectangle to enable Patient Portal access.
  3. Click on the email address to the right of the patient's name to send an invitation/reset email to that patient.
  4. Repeat as needed for other patients on the list.

2. Manually set the username and password for the patient. This is useful where the patient does not have an email address, is having difficulty receiving confirmation emails at their email address, or is otherwise having a lot of trouble getting set up via the traditional methods. To do this:

  1. Click on the pencil icon in the upper right of the Patient Information block to open the Edit Information pop out.
  2. Click on the Patient Portal tab and make sure that portal access is enabled.
  3. Type in the Patient's Username field to set a username, if there isn't one already specified (text will turn green if it's valid and unique).
  4. Check the box to Manually Set Patient's Portal Password, and type in a password. Then communicate the patient's username and password to him/her in person or over the phone.
  5. Click Edit Patient to save.