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What to do if your patient lost the invitation to create an account?

Learn how to quickly and easily resend a patient account invitation in your EHR system.

Updated over 8 months ago

It can happen to anyone: your patient has lost the invitation to create an account. Don’t worry! In this article, we’ll explain step by step how to easily resend the invitation. 👩‍⚕️👨‍⚕️

Step 1: Select "Patients" 👥

Click on the "Patients" option in the menu. Here, you’ll see a list of all your patients, including their invitation status.

Step 2: Choose "Invited" 📜

Select the "Invited" option to view only the patients who have already received an invitation. This makes it easier to find the right patient.

Step 3: Search for the patient 🔍

Scroll through the list and look for the name of the patient who lost the invitation. It may take a moment, but don’t worry; this is an important step!

Step 4: Resend the invitation 📬

Once you find the patient, click on the three dots behind their name. You’ll see the option to resend the invitation. Click on it, and voilà! The invitation is sent again. 🎉

Conclusion 🌟

Resending the invitation is a simple and quick way to ensure your patient can access their account. Follow these steps, and you’ll be done in no time!

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