Patient messaging setup

Patient messaging setup

The Clinic must have Healthquest Online (HQO), and the Patient Portal enabled. Contact your client services representative or call technical support to have these features enabled.

Our staff will go through all the features with you and set up as the clinic requests.

To make any edits, click on setup > program setup > admin > patient portal.


Common items to edit: 

General tab

  1. Clinic display name.
  2. Days until a patient portal invite expires.
  3. Max number of caregiver verification attempts

Patient messaging tab

  1. Message disclaimer.
  2. Allowing patients to send in attachments.
  3. Send reminders to patients if they remain unread.
  4. Adjusting patient capabilities (allow patients to reply or allow patients to initiate a message).
  5. Who the new messages will be assigned to (employee or jobclass).


Limit staff access to the patient portal on their employee client card.

Or under the admin menu, setup user access.