-1.png?height=120&name=513x513px%20Logo%20(1)-1.png)
Learn how to enable, set up, and invite patients to create their Patient Portal account.
Jump to:
- Accessing and Enabling your Patient Portal
- Setting up Patient Portal Preferences
- Inviting Patients to Create a Patient Portal Account
Accessing and Enabling your Patient Portal:
- To access your Patient Portal Settings, navigate to Patient Portal
- To access your Patient Portal URL, click on the link next to Patient Portal URL.
- Toggle on the "Allow patients to book appointments online" option.
Set up your Patient Portal Preferences
The settings here work the same way that the previous online booking page worked. Below is an explanation of each setting:
- How far into the future can appointments be booked? How far out do you want your patients to see availability and possibly book an appointment?
- Minimum number of hours that an appointment can be scheduled in the future. When your patients are logged into their account to schedule an appointment, how soon do you want them to see availabilities (do you want patients to make same day appointments, do you want patients to see availabilities 24 hours into the future)?
- Minimum number of hours prior to an appointment that a patient can cancel or reschedule. Do you have a cancellation policy? How many hours before the appointment time do you allow your patients to cancel or reschedule their appointments?
- If you have Card Capture for Policy Enforcement set up, this setting will stop patients from being able to access the cancel/reschedule page within the number of hours you set. For example, if you enforce a late cancel fee within 24 hours of the time of the appointment, we recommend setting the "minimum number of hours prior to an appointment that a patient can cancel or reschedule" hours to something less than 24 hours. If both this setting and the CCPE setting are set to 24 hours, they essentially cancel each other out and will not allow your patients to cancel the appointment themselves online and will not allow the fee to automatically be assessed - you will have to do it manually.
- Round the appointment booking availabilities. Force the appointment start times to only land 15, 30, or 60 minute. This will override some Staging settings.
- Allow existing patients to select "No Preference" for the provider. If you are a multi-practitioner clinic and do not want patients to pick a specific practitioner, they can select "no preference" and they will be booked with whoever is first available based on the time they choose.
- All0w patient to cancel or reschedule an appointment online. If you do not want any patient to cancel or reschedule their appointment via the Patient Portal, disable this feature. All edits to appointments will be done manually by you.
- Get Book Appointment button for your website. Select the size and color of the Book Appointment button you want to embed on your website. Use the Save & Close button to apply. Once that is saved, under Embed Code, you can copy and paste the HTML code that now appears.
Inviting Patients to Create a Patient Portal Account
Important Instructions:
- Before inviting your patients to your clinic’s Patient Portal, be sure to check Reports > Patient Summary for any duplicate email addresses by filtering the report by email address using the arrow to the right of the column.
- Note the duplicates. The identifier for the Patient Portal account is the email address. Only one patient can be associated with each email address. For duplicate addresses, navigate to the Patient File > Personal tab to change or delete email addresses for any patients who should receive a portal invite to a different address.
- Example: A family shares an email address. Associate the correct email address with the appropriate household member. This may require families to create a separate email address for each member. All family members will need to have a different email address on file with your clinic to associate with their Patient Portal Account.
Bulk Invite Patients
Click the Invite Patients to Portal button on the Patient Portal Page:
- Click on the Patient Portal icon on the left hand side of your Unified Practice account. Click on “Send (#) invites”. This will automatically send an invitation to all patients who have a valid email address entered in their Patient File > Personal tab and do not already have an active patient portal account
Invite Individual Patients
From the Patient File, find the "Send Invite to patient portal" link in the top right hand corner, under the red flag section. Click this link and the invitation email will be sent.
Here is the email that patients will receive when invited to create their Patient Portal account:
