Patient Portal Settings

1. Go to Settings > Scheduling > Patient portal settings menu.
2. Configure your patient portal settings to let patients request appointments online, and review demographics changes done by patients & documents uploaded.
3. The “Patient portal settings” details can be configured in three tabs as “Settings”, “Email”, and  “Patient Activities”.
4. In the “Settings” tab, you can enable whether your practice wants to use portal access or not, plus you can also view the portal link, which will be sent to the patients.

1. Enable the “Online Appointment Request” toggle so that patients can schedule an appointment from the patient portal.
2. Set up a time limit on when the patient can schedule an appointment by selecting from the “When can Client request appointments” drop-down.
3. In the “Email” tab, you can enter the email template message that will be sent to patients when they receive the patient portal link.

1. Click on the Edit button, which opens a pop-up, set your email template, and click “Save” to save the email template.

1. In the “Patient Activities” tab, the provider can view the activities done by the patients like updating their profile, uploading new documents & signing consent forms.

1. To view the detailed info of the activity, click on any particular gray highlighted activity, which brings up a pop-up displaying the changes made in their profile.
2. The updates are categorised as:

• Changes in demographics
• Uploaded new Documents
• Signed Content forms.

12. If the provider is ok with the changes, they can click on the “Commit to chart” button, or if not ok, they can click on the “Revert Edits” button.

12. As for the activity based on the documents, if the user is ok, they can click on the “Save to Patient Document” button and click the “Done” button.