Setting up a Patient Portal Admin
Setting Up a Portal Admin
A Security Administrator is able to make any user a Patient Portal Admin from the Security Center.
To set this up, you need to go to Settings. This is located at the bottom right-hand section of the Chart Room.
From there, select the Security Center button.
This will prompt you to enter your ICANotes password. This is the same password that you use to log on normally.
Once you've entered your password, click 'OK' and you will be brought to the Security Center. In the Security Center, find the name of the person who will take the role of Patient Portal Admin and click the Edit button in the right column.
In the top left corner, click the 'Patient Portal Admin checkbox to turn on the feature.
If the user is currently logged in, please have them log out through the chart room using either the pink 'Log Off' button or the Sign Out > Exit option, then log back in to ICANotes for the change to take effect.
This user is now ready for Patient Portal Admin functionality.
For more information on what a Patient Portal Admin can do, please take a look at our Premium Patient Portal Admin knowledge base article
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