Client FAQ

Husband and Wife share the same email
The Portal can only associate one email to one profile.  To resolve, create a family connection between the registered patient and the unregistered patient,...
Wed, 30 Sep, 2020 at 1:21 PM
husband and wife share the same email but one is a patient elsewhere
As a patient, please contact your clinic, ask them to create a Caregiver account and allow the caregiver to manage the patient's Portal profile.
Mon, 18 Jan, 2021 at 12:59 PM
I'm a staff. When I log in I can't access any provider schedules
You were not added to your provider's workgroup.
Thu, 15 Feb, 2018 at 11:47 PM
Provider closed their schedule in the EMR but patients can still e-book
It is likely the provider adjusted the template in the EMR and did not actually block the calendar. Did the provider block the schedule by using a no patie...
Wed, 30 Sep, 2020 at 1:22 PM
How Do I Track If A Patient Has Opened A Notification?
There is a Notifications tab in the patient's profile that will allow you to track notifications.
Tue, 24 Apr, 2018 at 6:37 PM
Best Practice to Publish E-Book Availability by Creating Blocks
It is recommended that you create blocks of no patient appointments within the EMR's schedule for the days or times that the provider is not working.  D...
Wed, 30 Sep, 2020 at 1:24 PM
Cut and Paste of Patient Appointments To Another Schedule Does Not Work
Please make sure that the schedule you are pasting the appointment to is also syncing in the Portal.  To learn how to set up a new schedule, please follow t...
Wed, 5 Sep, 2018 at 6:41 PM
I would like to extend appointment lengths for certain patients. How do I do that?
We can create a Custom Patient Group...
Wed, 30 Sep, 2020 at 1:26 PM
How to Publish Templates on Alternate Weeks
Note:  Auto Template Publish does not work with alternating weeks, for now. Step 1: Week 1 start date set to Monday of last week > frequency: every 2...
Tue, 11 Dec, 2018 at 11:24 AM
Getting Oops Error When Adding an Email Address
When adding an email address into a Patient's Profile, you are getting the "Oops" error.  It is likely that the email is already in use by ano...
Thu, 1 Nov, 2018 at 2:43 PM