The Patient Portal allows existing patients the convenience of tracking the following information from the comfort of their homes:
1. View or request an upcoming appointment.
2. Complete and sign forms from home.
3. View statements, outstanding balances, payment history, or make a payment online (if enabled).
To access the patient portal link, perform the steps below.
- Navigate to the System Menu > Practice Setting > Portal > Patient Portal.
The user can access the Patient Portal link in multiple ways:
- Website integration: Copy the link to integrate the patient portal onto your practice webpage so that the patients can access the portal from your practice website.
- Send Link to Patient: You can easily send the Patient Portal Link to your patient by navigating to the Patient Overview and clicking on Check Patient Portal Status. You can send the portal link to the patient by clicking on Send Link to Patient.
- Patients will receive an email with a link to access the Patient Portal.
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- This link will take them directly to the verification page for logging in.
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- Patients can enter the verification code they receive to log in to the Patient Portal.
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Campaign: We can send patients the link to their online portal through email campaigns.
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- There is a special kind of email campaign called 'Patient Portal Welcome Email' that is set up to automatically send to patients right after we create their accounts.
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- To do so, navigate to System Menu and click on Patient Engagement.
- Select the Operations tab.
- Click on the three-dotted menu for the Patient Portal Welcome Email line item to modify the campaign.
- On the drop-down menu, you can View or Edit the Campaign.
| Note: You can also attach the Patient Portal link in appointment reminder campaigns for patients to complete pending information before check-in. |
Check out the Appointment Reminder Campaign article to learn more about setting Appointment Reminder Campaign.
Practices can use this simple guide to send Patient Portal Link to their patients.