Index

• Sections
  • Patient Portal: Patient Portal Owner
  • Portal Owner for Multiple Accounts

Patient Portal: Patient Portal Owner

You can assign patient portal owners in ICANotes. Portal owner designation gives a person the ability to access multiple patients on the portal - for example, a parent managing the accounts of more than one child. Portal owners are set up by the office.

Please keep in mind that the underlying portal account still needs to be activated with a unique email address. In the above given scenario, for example, each child portal account needs to be activated with a unique email address. The portal owner would need a unique email address as well, but that email address could be used to assign the portal owner to all child accounts. You may be able to use email aliases if the parent does not have multiple email addresses. See KB article 104059 for more details.

Note: The same functionality can be done from the patient's patient portal. See KB article 95522 for more details.

1.  From the Chart Face, go to Demographics. 

2.  In Demographics, ensure that there is a valid email address in the Email field and that the patient is portal activated. 

Note:  You will know when the patient has accessed the Portal by seeing a green checkmark by "Portal".

3.  Click on the Other Contacts tab, then click on the Family Contacts tab and enter the parent/guardian information. Name, phone number, and email address are required. 

 4.  Go back to the Patient Information tab, and click the  button. 

• Select the radio button next to the appropriate contact on the left.
• Click the  button. 
• The parent/guardian will show under Active Portal Owners.

5.  The assigned Portal owner will receive an email similar to this: 

6.  By clicking the link, they will be brought to the Patient Portal Registration page. They will need to click the  button.

7.  Once the portal owner has registered, they will receive an email similar this to confirm their email address.  

8.  After clicking the link to confirm, they will receive an email similar to this. 

9.  When the portal owner logs in for the first time, s/he will need to accept the terms and conditions to proceed. 

10.  After the terms and conditions were accepted, s/he will have full access to the patient's portal.

Portal Owner for Multiple Accounts

1.  A portal owner can have access to multiple portal accounts. By clicking the registration link in their email, they will be brought to the Patient Portal Registration page. They will need to click  this time, as they have already registered for the first account. 

2.  The portal owner can click the Select an account button near the top of the Patient Portal page to change accounts.