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- Click the Practice tab.
- 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. - 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.
- Click the Update button to save your changes.
Enable Patients to Access the Patient Portal
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- Click the Patients tab.
- Click Patient Search/Add in the left hand navigation bar, and then search for the patient.
- Select the patient from the search results.
The Patient Summary Chart page opens. - Click the Edit button under Demographics.
- Click the Choices tab.
- Set Allow Patient Portal to Yes.
Create Patient Login Credentials
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- Click the Patients tab.
- Click Patient Search/Add in the left hand navigation bar, and then search for the patient.
- Select the patient from the search results.
The Patient Summary Chart page opens. - 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. - 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.
- 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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- Click the Patients tab.
- Click Patient Search/Add in the left hand navigation bar, and then search for the patient.
- Select the patient from the search results.
The Patient Summary Chart page opens. - 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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