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 templated message will appear, or select a different template saved in your clinic. (Contact support if changing this template to make sure the invitation link is correct.)
Click the preview button, to show what the patient will see.
Click send.
Once the patient has registered for the patient portal, the client card and charting patient messaging tabs will both have a link to ‘Send patient portal message’.
Click here to review how a patient registers for the patient
portal.
Re-sending a patient messaging invite
If a patient portal invite has expired, you can re-send patients an invite to the patient portal from the client card or the charting window.
Click on the patient messaging tab (on client card or charting).
Select ‘Re-send patient portal invite.’
A default email template will appear, use this, or select a different template and click send.
End dated patient’s patient portal access
Existing patient messages will remain on the patient chart as read only.
New messages cannot be created.
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