This articles walks you through the patient portal and how it can be accessed by the patients along with its features.
How to Create and Share a Patient Portal
To create a patient portal and let your clients access it, follow these steps:
A. Click on the patient tab from the navigation bar. Locate and select the desired patient.
B. Click on "Patient Portal" from the menu.
Patient Portal Features
Select the features you wish to include in the patient portal. There are three key options available:
a. Use secure messaging: Enable this option to allow the patients to communicate securely with clinic staff through the portal.
b. Access billing documents: Choose this option to grant patients access to their invoices and allow them to upload documents like updated insurance cards.
c. Pay a balance with a credit card using Stripe: Enable this option to allow patients to pay for services rendered using their credit card through Stripe.
Once you've chosen the necessary features for your clients, click the "Save Feature" button to confirm your selections.
Share the Patient Portal Access:
a. After saving the necessary features, share the portal link with them via email. The email addresses you provided during patient creation will automatically appear.
b. Click on the "Send Invitation" box to let the patient activate and create an account.
c. Your clients will receive an email containing a link to set up their account credentials. You can find more details about this process in this linked article.
Share the Password Change Link:
a. If a client forgets their password, you can share a link for them to reset the password.
b. Set an expiration date by selecting a date from the calendar.
c. Click on the "Generate Link" button and share the generated password change link with users who need to change the password.
