Where do I manage a patient's portal account?
In the Inbox, open the Address Book.
Search for the patient and select them.
Select the Patient Portal tab.
What can I do from the Patient Portal tab?
Option | Use it when… |
Print Card | The patient doesn't have an email address and needs their login information |
Edit Username | The patient forgot their username |
Reset Password | The patient needs a new password and has an email address on file |
Opt Out | The patient asks you to stop sending messages and records to their portal |
How do I print a login card?
On the Patient Portal tab, select Print Card.
Your computer's print options appear. Print the card and give it to the patient.
The card has everything the patient needs to log in to the Patient Portal.
How do I change a patient's username?
On the Patient Portal tab, select Edit Username.
Enter the new username.
Select Save.
How do I reset a patient's password?
Note: The patient must have an email address in their demographics.
On the Patient Portal tab, select Reset Password.
The patient gets an email with a temporary password.
The temporary password also appears in the Address Book, but only until you close it. After that, it doesn't show again.
Tip: Patients can also reset their own password. They select Forgot Password on the Patient Portal login page.
How do I stop sending messages to a patient's portal?
On the Patient Portal tab, select Opt Out.
Users can no longer send messages or health records to that patient's portal.
Can the patient opt back in?
Yes. The patient can do it themselves:
Log in to the Patient Portal.
Go to the Account tab, then My Profile.
Check Send protected health information to my patient portal.