Adding Patients to the Patient Portal

Brief Overview

For a patient to have access to the Patient Portal the patient email address must be added to the patient demographics. If the patient wishes to update their Patient Portal login email address, this needs to be changed in the patient demographics. 



1. Go to patient file by clicking Patients on the left-hand tab and enter a patient name to search. 


2. Once you find the patient click the downward arrow next to the name of the patient and click Edit.



3. If the patient does not have access to the portal already add their Email Address and also click the Patient Portal Access tick box. 

If you are updating the email address, enter the new email address and ensure the Patient Portal Access tick box is selected.


4. Click Save.

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