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.



    • Related Articles

    • Employee permissions

      All staff and clinicians will have an employee tab on their client card. Edit permissions for use within Healthquest here. Appointments Appointment Access - View and book appointments in schedule. Appointment Setup - Ability to setup appointment ...

    • Patient view of the portal

      Patients can log into the patient portal on any device (computer, phone, etc.) Enter email and password. Patient will have access to upcoming appointments, messages, and any intake forms assigned to them. Appointments tab Depending on features ...

    • Patient messaging introduction

      Patient messaging is a secure platform allowing patient and clinician to communicate electronically. Setup patient messaging based on your clinic comfort levels: Allow patients to initiate messages to the clinic. Allow patients to respond only to ...

    • Patient portal invites

      Sending patient portal invites Send patients an invite to create their patient portal account from the client card or the charting window. Click on the patient messaging tab (on client card or charting). Select ‘Send patient portal invite.’ A default ...

    • Setup user access

      This can act as a report if you click the retrieve button, showing you all the permissions per user all at once. It will also allow you to make edits to those permissions within this window without having to search and open each staff member’s client ...