Patient Portal Accepting New Patients

This page will walk the user through how to accept patient user accounts into their patient portal.

To ensure proper security of your Patient Portal, new patient user accounts must be approved before they can begin using the portal. The Patient Portal uses what is called a two-step authentication process; that is, the patient must first activate, or confirm, their email address, and then they must be approved by the portal administrator. The steps to approve a new user account are found below:

  • After logging into the Admin portal, if there is a new user to accept you will see the Users Pending Approval link in the upper right-hand portion of the portal with a number next to it. See the below screenshot:
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  • Click this link to see the full list of user accounts awaiting approval. On this screen, you will see the patient’s First Name, Last Name, and email address. To accept a user, click the Accept link next to their name. You may also Decline a user if you believe the user is not truly a patient at your office.
pendingapproval1.PNG
  • Checking a patient is a “legitimate” patient: under the Properties tab in TRAKnet, you can use the Advanced Practice Search feature to search by the patient’s last name, first name, or email address. If the patient is a new patient and you have not seen their name or email before, it might be worth reaching out to that patient via email for confirmation.
  • Once a patient has been approved, they can log in with their user account to begin adding patient records and using the Patient Portal.

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