Granting Access to the Patient Portal
Granting access to the Patient Portal generates a one-time use user name and password the patient can use to initially access the portal. One-time passwords will be a random 8-digit string. Patient will be prompted to change the password when they log in to the portal.
There are several ways to grant access:
Patient portal invitations can be automatically emailed to patients a specific number of days before or after an appointment. Invites are only sent to patients who have not accessed the portal yet and who have an entered name, address, and date of birth. The invitation will include a one-time use password and user name the patient can use to access the portal. This service is optional. See Setting up the Patient Portal to set up patient portal invite rules and activate the service.
Patient portal user names and passwords can also be generated by including the patientPortalCredentialsStatic Text Field on any Sheet. The credentials will only display on the generated sheet for patients who have not yet accessed the portal, and who have an entered name, address, and date of birth.
Example of text that will replace the patientPortalCredentials static text field:
Patient Portal Login
Use the Patient Portal window to manually provide or remove access to the portal. Providing access will also generate a patient-specific user name and one-time use password. From here, you can also quickly generate a printout of portal credentials to give to the patient.
Hint: To quickly open the Patient Portal access window, help staff quickly grant access to patients, and generate portal user names and passwords, add a Patient Portal row to the Patient Info area of the Chart Module. In the main menu, click Setup menu, Display Fields, ChartPatientInformation, and move the Patient Portal field to the Fields Showing grid. The row will indicate whether patient has access or not. To provide online access, simply double click the row.
To open the window, there are two methods:
Patient Facing URL: The patient portal web address. Click Open to open the URL in your web browser.
Change User Name or Password: User names and passwords can be manually changed by staff at any time.
Patients can also change their own password and user name in the portal.
Once online access is provided, the Provide Online Access button changes to Remove Online Access. Click this button to remove the patient's ability to login to the portal.