Patient/Caregiver Accounts

Patient/Caregiver account creation, activation/deactivation

How to Add a Caregiver Account
Caregiver accounts are created for individuals who manage care for a clinic's patient(s) but are not patients at the clinic themselves. Follow the step...
Tue, 8 Sep, 2020 at 12:45 PM
How to Connect Patient Accounts
Usually the patient can add their own family connection, however sometimes, disparities in names may cause an issue when trying to match patient identities ...
Wed, 25 Apr, 2018 at 11:47 AM
How to Add a new Patient (non-EMR)
Please note that this method applies to creating a new patient when the Portal is not integrated with your EMR. 1)  In the Portal: a)Click on the Patie...
Fri, 24 Apr, 2020 at 6:40 PM
How to Add a New Patient (EMR)
This article assumes that your EMR is integrated with the Portal, and the patient already has a valid email in the EMR. 1.  Do the following: a) Click ...
Wed, 25 Apr, 2018 at 11:52 AM
How to Override a Patient's Permission
This document outlines the procedure to edit a patient’s e-booking permission, messaging permission, and file attachment permission.  Please note:  These pe...
Fri, 16 Mar, 2018 at 12:09 AM
How to Deactivate a Registered Patient/Caregiver
Please note that if the patient is unregistered, you may also deactivate this user to exclude them from receiving an registration email during the mass/bulk...
Fri, 23 Mar, 2018 at 12:04 PM
How to Manage Patient Groups
Patient Group dictates what features can be managed base on membership.  ie.  Patient Group A can do e-booking only whereas Patient Group B can do e-booking...
Wed, 25 Apr, 2018 at 11:59 AM
How To Create/Manage Custom Patient Groups
This document outline instructions to create and assign patient membership into a Custom Group.  Patients within a Custom Group typically also belong to a P...
Mon, 16 Mar, 2020 at 12:44 PM
How to Send Mass Invitations to Patients
This document describes how to send registration emails to all patients in a Patient Group, and track patient engagement in Browse Patients. Send Invita...
Tue, 27 Mar, 2018 at 10:48 PM
How to Import Primary Provider Patient Groups
Note:  You must be have full Site Manager permission to use this function.  This document outline instructions to import patient demographics into the Porta...
Thu, 30 Aug, 2018 at 4:35 PM