The patient portal allows you to securely share information with patients and lets them access it through their own account.
When a patient receives shared content for the first time, they are prompted to create a portal account.
Before You Begin
To successfully invite a patient to the portal, the following conditions need to be met:
1. Patient must have an email address
Go to the Patient Demographics page and ensure an email is entered
This email is used to send the portal invitation
2. Portal consent must be enabled
Locate the consent checkbox (bottom-left section)
This lets you share documents through the portal
How to Invite a Patient
Patients are invited automatically when you share content with them.
Steps:
Open the patient’s chart
Select an item to share (e.g., note, result, form, invoice, or questionnaire)
Click Share
Once shared:
The patient will receive an email invitation
The email prompts them to sign up for the portal
To learn more about sharing documents with the patients, check the article below.
For an overview of the Patient Portal account and its features, click below.
To see a manual on signing up for Portal as a patient, click below.