Patient View - How To Create a Patient Portal Account

Step by step instructions on how your patients will create a Patient Portal account!

Follow these steps to create a Patient Portal account

• If you receive an email like the one below, to create your Patient Portal account click the green Create Account button to begin.
• Once the button is clicked, you will then be brought into the Clinic's Patient Portal page to create a Patient Portal account.

• If accessing the Clinic's Patient Portal page, from the URL or website link, you can create a Patient Portal account by clicking the blue Create Account button. This is located under, Don't have an account? (The red arrow below)
• Next, there will be a pop up window, Let's get started, fill in your Email Address and click the blue Create Account button. (The red box below)

• You will see this message asking you to Check your email and verify your email address.

• Next, log into your email account to find the email from UnifiedPractice titled Patient Portal Invite and click to open this email.

• Click the green Verify Email button or copy and paste the link into your browser to verify your email.

• After clicking Verify Email you will be brought to the Patient Portal Registration page.
• Be sure to fill in all required fields, create and confirm your password.
• Then click the blue Continue button to complete registration.

• Now you will be able to use your Patient Portal account.
• From the left hand menu, you can access My Appointments, My Forms, Book Appointment and My Profile.

• To fill out or update any forms, click My Forms from the left hand menu.
• Then click the form you want to fill out or update from the right hand menu. The selected form will be indicated by a green check mark.