Patient Portal - Patient Site

The Patient Portal's Patient Site provides the patient with access to basic health information gathered and recorded by the provider. This page will explain the different sections of the patient experience on the Patient Portal.

Patient Login

Patients will receive an invitation to the patient portal via email when the practice sends them a CCDA; The patient must have an email address in their Demographics for this to work. This email will contain a link to the patient portal and a temporary password for the patient. To login for the first time, click this link, and login with the email address and temporary password. Please note that this invitation will only be sent to the patient the first time a CCDA is sent to them.
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User Settings

After logging into the patient portal, the patient is able to update their information through the drop down under the patients name on the left hand side. The patient can also see any other patients they are the legal guardian for.
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By clicking on profile settings the patient can update their profile information and add an image for their profile.
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Clicking change password the patient can change their password and clicking logout will log the patient out of the patient portal.

Summary

The summary screen shows a summary of the patients information.
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Messages

The Messages screen provides the patient with a quick easy way to communicate directly and securely with the practice through the patient portal.
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Visit Summary

Visit summary provides a location where the patient can view, download, or transmit visit summaries sent to the patient.
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Appointments

Appointments allows the patient to request a specific appointment time with the practice. Once submitted this will show the status of the appointment request.
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Educational Resources

The education resources screen holds all education materials sent to the patient.
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Documents

The Documents screen provides a location where the patient can view and download / print documents provided by the practice. This screen also allows the patient to upload documents to send to the practice through the patient portal.
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Payments

The payments screen allows the patient to make payments through the patient portal, see previous payments made through the patient portal, and see their current balance. (Note patient payments are only available if the practice is setup to take Patient Portal Payments).
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Additional Material

Unless otherwise stated, the content of this page is licensed under Creative Commons Attribution-NonCommercial-NoDerivs 3.0 License