Premium Patient Portal Admin Function
Index
- Sections
- Premium Patient Portal Admin Function
- Set Up
- How to Make Changes to the Portal Landing Page
- How to Turn On/Off Messages and Disclaimer
Premium Patient Portal Admin Function
Set Up
1. To set this up, you need to go to Settings + Directories. Click the drawer from the Chart Room.
2. Click the button.
3. Enter your ICANotes password.
4. Click the button to continue.
5. In the Security Center, find the name of the person who will take the role of Patient Portal Admin and click the button in the right column. (Note: If you are setting another user to be the Patient Portal Admin, the
button will be grey .)
6. In the top left corner, click the 'Patient Portal Admin checkbox to turn on the feature.
7. Click the button to save the change.
This user is now ready for Patient Portal Admin functionality.
How to Make Changes to the Portal Landing Page
1. As a Patient Portal Admin, go to https://patientonlineportal.com/admin/ and log in using your ICANotes user name and password.
2. You will be logged into the default Patient Portal with areas that can be edited.
3. On the main page, you can change the name of the Patient Portal and the welcome message.
4. Click the pencil icon in the top left to change the name of the Patient Portal.
5. When the Menu Text popup window populates, change the name to what you would like it called. In this example, I added "Clinic Name" to the title. Click the button to save the changes.
6. The name at the top will be changed.
7. Click the pencil icon in the middle of the webpage to change the welcome message.
8. When the webpage goes to the edit screen, make the changes to the message as desired. Click the button to save the changes.
9. The welcome message will now be changed.
How to Turn On/Off Messages and Disclaimer
1. Click the button at the top to go to the next area that can be modified.
2. You can change the disclaimer message that appears in the yellow area. Click the icon.
<img src="https://app.teamsupport.com/dc/622114/attachments/8f459c01-17e6-44
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