This articles walks you through the staff portal and how it can be accessed by the staffs along with its features. How to Create and Share a Staff Portal
To create a staff portal and let your staffs access it, follow these steps:
A. Click on the staff(s) tab from the navigation bar. Locate and select the desired patient.
B. Click on "Staff Portal" from the menu.
1. Staff Portal Features Overview
a. Use secure messaging: Select this option to enable staff to communicate securely with the other staff through the portal.
b. Access billing documents: Choose this option to grant the staff access to the patient's 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.
After choosing the required features for your clients, click on the "Save Features" button to confirm your selections.
2. Patient Portal Access:
a. After saving the necessary features, share the activation e-mail link to access their portal with them via email. The email addresses you provided during staff creation will automatically appear.
b. Click on the "Send Invitation" box to let the staff activate and set up their account.
(Fig 2.1)
If you have shared the invitation but the provider hasn't signed in, you will see these words on the screen.
(Fig 2.2)
If you have shared the invitation and the provider hasn't completed the necessary steps, you will see these words on the screen.
(Fig 2.3)
3. Password Change Link:
You can share a link to the staff to change their password.
a. Firstly, set an expiration date by clicking on the calendar and click on the "Generate Link" button.
b. You can either copy the link and send it them in a message or you can email it to them.
- Use secure messaging - Activate the ability to send inter-office messages between staff
- Access billing documents - To be updated
- Pay a balance with a credit card using Stripe - To be updated
- Save Features - Save all checkmark options as features for the user
- Email - Select Email (populated from the Biographics screen) to send an activation e-mail
- Send Invitation - Sends an activation e-mail to the selected address
- Link Expiration Date - Set a day for password reset e-mail to expire
- Generate Link - Sends a password reset link to the registered e-mail for the staff member