Granting access to the Patient Portal Feature generates a one-time use user name and password the patient can use to initially access the portal. One-time passwords will be a random 8-digit string. Patient will be prompted to change the password when they log in to the portal.

There are several ways to grant access:

• Set up patient portal invites that are automatically triggered by a scheduled or completed appointment.
• Manually provide online access from the Patient Portal window (Chart module or EHR Dashboard).
• Generate a sheet that has the patientPortalCredentials static text field on it.

Patient Portal Invites

Patient portal invitations can be automatically emailed to patients a specific number of days before or after an appointment. Invites are only sent to patients who have not accessed the portal yet and who have an entered name, address, and date of birth. The invitation will include a one-time use password and user name the patient can use to access the portal. This service is optional. See Patient Portal Invites to set up patient portal invite rules and activate the service.

patientPortalCredentials Static Text Field

Patient portal user names and passwords can also be generated by including the patientPortalCredentials Static Text Field on any Sheet. The credentials will only display on the generated sheet for patients who have not yet accessed the portal, and who have an entered name, address, date of birth, email address, and phone number.

Example of text that will replace the patientPortalCredentialsstatic text field:

Patient Portal Login

UserName: Ann123

Password: xxxxxx

Patient Portal Access Window

Use the Patient Portal window to manually provide or remove access to the portal. Providing access will also generate a patient-specific user name and one-time use password. From here, you can also quickly generate a printout of portal credentials to give to the patient.

Hint: To quickly open the Patient Portal access window, help staff quickly grant access to patients, and generate portal user names and passwords, add a Patient Portal row to the Patient Info area of the Chart Module. In the main menu, click Setup menu, Display Fields, ChartPatientInformation, and move the Patient Portal field to the Fields Showing grid. The row will indicate whether patient has access or not. To provide online access, simply double click the row.

To open the window, there are two methods:

1. On the EHR Dashboard, click Provide online Access next to the ElectronicCopyAccess measure.
2. In the patient's Chart Module, Patient Information area, double click the Patient Portal row.
   

   Patient Facing URL: The patient portal web address. Click Open to open the URL in your web browser.

3. Click Provide Online Access to automatically generate a user name and password.
   • Online Username: Defaults to the patient's first name plus a random number. It can be manually changed. The user name is not case sensitive.
   • Online Password: A random 8-digit one-time use password. It can be manually changed but must have at least 8 characters, one uppercase letter, one lowercase letter, and one number. The password is case sensitive.
     
4. Click Print to generate a printout of the user name, password, and the patient portal URL to give to the patient.

For information about what the patients sees when they log in to the portal see Patient Portal: What Patient Sees and Authorized Representatives.

Change User Name or Password: User names and passwords can be manually changed by staff at any time.

1. Open the Patient Portal window. The current user name will show and the current password will show as asterisks.
2. To manually enter a new user name or password, type it in. To automatically generate a new password, click Generate New.
3. Click Print to print a copy of the user name, password, and the URL.

Patients can also change their own password and user name in the portal.

Remove Online Access

Once online access is provided, the Provide Online Access button changes to Remove Online Access. Click this button to remove the patient's ability to login to the portal.