From the staff dashboard, click on your name at the top right corner and select My Account.  From here you can make changes to the following by expanding each bar:

Name & Profile:

  • Display Name is visible to the patients.
  • Internal Display Name is the name shown to other staff members only.
  • Provider Type is useful for reporting purposes.
  • Advanced Options is not relevant for daily operations and can be ignored.
  • Click Save Changes to commit.


  • Enter a new email address and click Save Changes

  • An email will be sent to your new address to validate the change.  Click on Validate Email to commit the change.

Password must meet the following criteria:

  • Minimum of 8 characters
  • Contain a upper case
  • Contain a lower case
  • Contain a number
  • Contain a special character such as !@#$%^&*()<>?

2-Factor Authentication:

  • Follow the instructions within and click Save Changes to commit.

Workgroup Membership:  A workgroup is a logical or physical separation of staffs within a clinic.  An example of a workgroup is a pod structure where receptionist A only reports to doctor A, and receptionist B only resports to doctor B. Any incoming messages or e-book requests will only be appear to the specific workgroup that they belong to.

  • To join a new workgroup, expand the workgroup bar and click Join.

  • Click the "Include unread workgroup messages in new message count" box to be notified of new incoming secure messages from your patients.  Front line staff triaging messages should have this box checked.
  • Remove from Workgroup button will rescind your membership to this particular workgroup.

Messaging Options:

  • Select all Patient Groups that can select you as a recipient of secure messages.  Un-check all boxes to not allow direct messaging.
  • Type in a Messaging Disclaimer if applicable.
  • If you allow direct messaging, do you also Allow Patients to Attach Files to you?  Check the box if the answer is Yes.
  • Set the number of days that the Portal will remind you if the patient has not yet read your message.  Set this under Flag Conversations If Unread By A Patient.
  • Click Save Changes to commit.


  • Check the box to receive notification if you accept direct messaging.  The system will notify you when you receive a message within the Portal.
  • If you are a staff member that monitors incoming messaging requests on a daily basis, it is recommended that you uncheck the box.
  • Click Save Notification Preferences to commit.