To send a Patient Portal invitation, go to the patient's Demographics Tab and enter the email they provided.
Once the email is inputted and the patient agrees to sharing health information via the patient portal, you can enable Sharing by clicking the checkbox for patient consent under the email address field.
The status of the Patient Portal Invitation will appear right below the inputted email.
There are three statuses that may appear:
Not Sent: The consent box is checked, but you have not shared any document.
Not Accepted: You have shared a document and the patient has received the email invitation, but has not yet accepted it.
Accepted: When a patient has joined the portal, you will also see the time and date the patient accepted the invitation.
The other section where you can check the status of the Portal invitation is the Global Portal tab. When you look through the Questionnaires you have shared with the patients, you can see two statuses:
Sent: if the invitation has been sent, but not accepted yet. You can also see the date when it was sent.
Accepted: if the patient has accepted the invitation already. The time stamp specifies the date the invitation was accepted.
