DrCloudEMR provides a Patient Portal feature that your patients can use to access their records at any time, from any location that has an Internet connection. For example, patients can log in from home, or from another provider location to share their records with the physician. With the Patient Portal, patients can register and complete forms online, access medical records, request prescription refills, and schedule appointments, all within a secure program that meets HIPAA standards for patient privacy.

Through the Patient Portal, patients can access their profile information, consent forms, form letters, visit forms, appointments, and reports and records. You specify the forms to make available through the portal, including appointment, consent, and​ visit forms. Patients​ who log in to the Patient Portal will have access to the forms in their​ patient chart only.​

You must enable each individual patient to access the Patient Portal. You also create credentials that the patient uses to log in to the portal.

This topic contains the following sections:

Forms Available through the Patient Portal

Types of Forms

The following table lists the types of forms you can make available through the Patient Portal:

FormDescription
Consent FormsForms a patient uses to authorize the facility to provide care, and to acknowledge receipt of HIPAA information. The patient confirms consent and acknowledgement by completing and eSigning the forms.
Visit FormsForms to be completed during a patient's visit, such as a medical history. These forms can be partially completed before the patient visit to save time.
Appointment Forms

Forms used to find and schedule an appointment. To find the next available appointment:

  • Select an appointment type from the drop-down list, and then click the Find Available button.
  • Select the provider and time, and then click Confirm Appointment.

Select the Forms to Make Available 

Select the encounter and consent forms to make available to patients through the Patient Portal.

  1. Click the Practice tab.
  2. Click the Administrative tab in the left hand navigation bar, and then click Patient Portal Forms.
    The Patient Portal Forms Administration page loads with the complete list of available forms.
  3. Select the checkbox for each form you want to make available in the Patient Portal. You can also specify the order in which forms appear.
  4. Click the Update button to save your changes.

Enable Patients to Access the Patient Portal

Grant a Patient Permissions to Access the Patient Portal

Enable each patient to access the portal in the Demographics section of the Patient Summary Chart page.

  1. Click the Patients tab. 
  2. Click Patient Search/Add in the left hand navigation bar, and then search for the patient. 
  3. Select the patient from the search results.
    The Patient Summary Chart page opens.
  4. Click the Edit button under Demographics.



  5. Click the Choices tab.
  6. Set Allow Patient Portal to Yes.

Create Patient Login Credentials

After you enable a patient to access the portal, create the credentials the patient needs to access it.

The system generates a user name and password for the patient. You can change the password. After you create the credentials, the application generates a form containing the following information, which  the patient needs to access the portal:

  • Patient Portal Web Address
  • User Name
  • Password

You can print the form and provide it to the patient.

  1. Click the Patients tab. 
  2. Click Patient Search/Add in the left hand navigation bar, and then search for the patient. 
  3. Select the patient from the search results.
    The Patient Summary Chart page opens.
  4. Hover over the Patient Info tab at the top of the page, and then select either Create Onsite Portal Credentials or Create Offsite Portal Credentials. 



    Note: If you do not see these options, you must grant the patient permission to access the Patient Portal in the patient's Demographics settings.
  5. The Generate Username and Password page opens. The system generates a user name and password for the patient. Optionally click the Change button to change the password.

  6. Click Save. The application generates a form that you can print with the information the patient needs to access the portal.

Reset a Patient Password

If the patient forgets their password, you can generate a temporary password that enables the patient to log in. The application prompts the patient to create a new password after logging in.

  1. Click the Patients tab. 
  2. Click Patient Search/Add in the left hand navigation bar, and then search for the patient. 
  3. Select the patient from the search results.
    The Patient Summary Chart page opens.
  4. Hover over the Patient Info tab at the top of the page, and then select either Reset Onsite Portal Credentials or Reset Offsite Portal Credentials. 
    The application generates a temporary password that you can give to the patient.



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