How to Create a Patient Portal Account

1. Confirm that the patient has a unique email address under Communication Methods.

Note: Couples or families cannot share an email. Each patient must have their own on file.

2. From the patient record click Portal

3. Click Portal Access button (upper right)

Click Portal Access button (upper right)

4. If the patient is the portal owner: Select Self > Click Save

The user name defaults to their email address, but it can be changed to anything they want.

If the patient is the portal owner: select Self > type a 4 digit Verification Key > click Save

5. If the patient has a care giver: Click Authorized Rep > Search for Representatives name

Note: An Authorized rep can be a patient or contact.

If the patient has a care giver: click Authorized Rep button > search for the Authorized Rep's patient record

Note: If the Authorized Rep does not have a patient record or contact record, one will need to be created.

6. Once saved, an email is sent to the patient using the email from their patient record