Pomelo Health

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 steps...

Usually the patient can add their own family connection, however sometimes, disparities in names may cause an issue when trying to match patient identities ...

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...

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 ...

This document outlines the procedure to edit a patient’s e-booking permission, messaging permission, and file attachment permission.  Please note:  These pe...

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...

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...

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...

This document describes how to send registration emails to all patients in a Patient Group, and track patient engagement in Browse Patients. Send Invita...

Note:  You must be have full Site Manager permission to use this function.  This document outline instructions to import patient demographics into the Porta...