Index

• Sections
  • Using the Basic Patient Portal
  • Inviting Patients to the Portal

Using the Basic Patient Portal

All practices have the Basic Patient Portal enabled for their group. This will include Direct Messaging and the ability to view CCDA from the Patient Portal. Your practice will need to invite each patient to the Portal. 

Inviting Patients to the Portal

For each patient seen, you will need to do the following:

• Enter the patient’s Email in Demographics. (Each patient must have a unique email address)
• Make sure you are listed as the Assigned Provider.
• Check the box next to Portal to send the invitation as shown below.

This is a screenshot from the New patient Demographics page:

If the patient would like to use the same email address for multiple accounts, for a parent and children as an example, they are able to do so using an email alias. For additional information on email aliases, please see our Knowledge Base article here. 

Please Note: CCDAs will only be generated for notes created AFTER you have enabled portal access for the patient in Demographics.

Once the portal has been activated, additional  buttons will  appear. If the patient needs to have their portal password reset, you can do that for them by clicking the ‘Reset PW’ button. The ‘Set Portal Owner’ button is where you can set up additional portal owners. This is commonly used for parents of patients. For further information on Portal Owners, please see our Knowledge Base Article.

The patient will receive the following email invitation to register for an account on the patient portal:

Note that the email invitation does not identify the name of your practice. This is to protect the patient’s privacy.

You will want to make sure the patient is aware of the portal and how to use it. The patient can only register through the email invitation.  Please provide patients with the Patient Portal Instructions PDF linked at the end of this document and encourage them to register using the link provided in the email shown above. Once they have registered their account, they can log in at: https://patientonlineportal.com/ 

You will be able to monitor whether or not a patient has accessed the portal from the Patient Information screen in Demographics. If the patient has registered and logged in successfully, a green check mark will appear by the Portal checkbox. 

The Message Center drawer icon will show if there are any new messages from your patients. Click the link to view the messages.

Regularly check the Patient Portal section of the Messaging Center for secure messages

from your patients.

When you reply to a secure message from a patient, they will receive an email at their regular email address notifying them to check the portal for a secure message from their provider. 

Patient Portal Instructions - Patient Facing