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How Patients Register for The Scheduling App/Patient Portal

The Scheduling App, Patient Portal, Patient Registration, Clinic ID, Access Token, Mobile Apps, Scheduling,

Written by Giselle Mauldin

The Scheduling App is a great way to give your patients the freedom to schedule and track any upcoming appointments, while also, being able to communicate with the office directly with just a click of a button!

Prerequisites:

  • Your Clinic ID or your clinic's direct Patient Portal URL (found under Settings > Apps).

  • The patient's first name, last name and phone number exactly as it appears in Aloha.

Step-by-Step Registration Guide

How to Register:

  1. Access the App or Portal

    • Mobile App: Instruct the patient to download The Scheduling App on their mobile device and provide them with your clinic's Clinic ID.

    1. Patient Portal (Web): Direct the patient to your clinic's direct Patient Portal URL. Note that a Clinic ID is not required for web access.

  2. Guide the Patient Through Verification

    • Instruct them to agree to the terms of service

    • Verify that they are connecting with your correct clinic location.

  3. Verify Patient Contact Details

    • Have the patient enter their First Name, Last Name, Phone Number (mobile), and desired password.

    • Ensure the details entered match exactly what is in Aloha. For example, if the patient is listed in your system as "Elizabeth Smith," entering "Liz Smith" will prevent the account from linking to the correct profile

  4. Request the Access Token

    • Instruct the patient to select Request Access Token.

    • The system will send a verification token via text message to complete the registration.

If the patient is OPTED-OUT of texting then they will NOT be sent a token. They would need to text START to your office number to opt back in.

Common Questions

Why is the patient not receiving their access token?

  • What it Means: The patient's entered name or phone number does not match what is in Aloha, or their mobile phone number is currently opted out of text messaging.

  • How to Fix: Verify that the name entered matches the exact spelling in your system. If the information is correct, check their texting status; if they have opted out of texts, instruct the patient to text START to your office phone number to opt back in before requesting the token again

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