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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.

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