Inviting Patients to the Patient Portal

Location: Various

There are two ways to invite patients to your Patient Portal:

•Auto-create

•Individually via the Address Book

Auto-create

To invite patients automatically:

1.Go to Admin > Patient Portal.

2.Click Portal Accounts tab.

3.Check Automatically create Portal Accounts for Patients with an email address.

4.Click Save.

Once this setting is turned on, any patient who has an email address in the system and doesn't already have a patient portal account will be sent an email invitation to create their account.

Individually via Address Book

To manually invite patients on an individual basis:

1.Go to Address Book.

2.Enter patient's name in the Search box.

3.Select the patient from the search results list.

4.Click Patient Portal tab.

5.Click CREATE ACCOUNT.