How to Find Who Has Patient Portal Enabled
To find which patients are portal enabled, follow these steps.
1. Click Reports and from the drop-down menu click the Clinical / Demographic Search.
2. On the Clinical / Demographic Search report:
a. Select all genders (to get all patients to show)
b. Click the Search button
c. Click the Export button
3. On the Export Settings window:
a. Choose the Patient Full Name (or another way to identify the patient)
b. Choose Patient Portal Enabled? setting
c. Click the Export button
4. On the Upload Site:
a. Click on Exports on the left side
b. Click on the Excel link
5. You will be prompted to save the file. You are able to name and choose where to save the document.
6. You will see a list of the portal enabled customers (marked as Y).
Watch our brief demonstration on how to find what patients are portal enabled.
Common Questions
Problem: How to Find Who Has Patient Portal Enabled.
Solution: Follow the steps below to resolve quickly.
- Check prerequisites and permissions.
- Follow the configuration steps.
- Verify the result and retry if needed.
Related Articles
Patient Portal Enabled Report
Index Sections Put in the criteria to run your report. Click the Export button. When the Export Settings window opens Choose the criteria you would like to choose. Click on the Patient Portal Enabled? option which is highlighted in the screenshot. ...Adding Portal-Enabled Patient Signature Forms
Adding Portal-Enabled Patient Signature Forms Portal-enabled patient signature is part of the premium patient portal service provided by ICANotes. For more information about the premium patient portal service, please contact Sales. The Premium Patent ...Mass Message to All Patients from the Patient Portal
Follow these instructions to send a Mass Message to all of your patients/clients that are portal-enabled. (See How to Find Who Has Patient Portal Enabled Knowledge Base Article.) This works for Basic and Premium Patient Portal users. 1. As a Portal ...Setting Up Custom Text Reminders on the Patient Portal
Index Sections ICANotes is required to include the Provider's name as well as "Appt Reminder:" in the beginning of the SMS text and "To unsubscribe reply STOP" at the end of the text message. Set Up Patient Portal Admin How to Manage Text Messages ...Uploading Telehealth Forms to the Portal
This Knowledge Base article will guide ICANotes customers through the workflow of uploading telehealth forms to the Upload Site to make them visible to patients via the Premium Patient Portal. For more details on adding portal-enabled patient ...