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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.
   
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Enable Patients to Access the Patient Portal

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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. Click the Edit button under Demographics.
   
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5. Click the Choices tab.
6. Set Allow Patient Portal to Yes.
   
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Create Patient Login Credentials

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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. 
   
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   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.
   
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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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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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