Patient Portal: What Patient Sees

In an internet browser, navigate to the Patient Portal Patient Facing URL (provided on the printout).

Patients can access the Patient Portal using most web browsers or mobile devices. Below is a summary of what the patient or Authorized Representatives may see when they go to the Patient Portal.

Sign in

Enter the user name and password.

To auto-enter this username the next time you sign in, check Remember User Name.

Note: The first time the patient logs in, they will be prompted to change their user name. This is only an option during the first login. To change it, enter the New User Name, then click Submit.

You may be prompted to verify your personal information as required by certain payment processors.

Enter your first and last name, and birthdate. Click Privacy Policy to view, if desired. Click OK to continue the sign in process.

Reset a Forgotten Password:

  1. Click forgot password.
  2. Enter the User Name and click Next. An email will be sent to the user's email address.
  3. On the Forgot Password window, enter the reset code found in the email.
  4. Enter and verify the new password.
  5. Click Log In.

Sign Out of the Portal: In the upper right of the portal, click Sign Out.

Navigating the Patient Portal

The patient can easily navigate the portal. Six clickable icons indicate each feature the patient can access.

Other Options:

Note: Date displays according to the language setting of the browser. For example, English (Canada) would display dd/mm/yyyy.


The Appointments area shows all of the patient's appointments and any outstanding action items, such as sent eConfirmations that have not yet been confirmed, or Web Sched Recall notifications for appointments not yet scheduled.

Click Schedule Appointment to schedule a Web Sched Recall appointment. Click Confirm Appointment to confirm a scheduled appointment.

View and Make Payments

In the Account area, Payment tab, view pending and processed statements (by pay split), as well as statement summaries. Patients can also make a payment from here.

An asterisk indicates a pending online payment that has been processed by the credit card provider but still need to be processed in Open Dental. See Online Payment Management.

Note: If a patient does not have a statement on their account, this area will be blank. Create a statement for account information to show.

Make a Payment in the Portal: Patients can make an online payment if they have a statement and Online Portal Payments is enabled.

  1. Click Pay.
  2. Enter the amount of the payment.
  3. Enter a note that will be viewable to office staff.
  4. Select the card to charge the payment to:
    • To select a card already on file, highlight it. The payment will process instantly with the credit card provider.
    • Otherwise, click New Card, enter the credit card information, then click Submit to instantly process the payment with the credit card provider.

To make a payment without logging in, see Online Payment.

Manage Credit Cards: When a patient makes a payment when logged in to the portal, credit card information is automatically saved. In the upper right, click the patient name, then Manage Credit Cards to add or remove credit cards.

Download Statements

In the Account area, click the down arrow next to a statement to download.

View Treatment Plans

The Treatment Plan area lists the patient's saved treatment plans.


WebMail messages are private messages between the patient (or their authorized representative) and a provider.

There are two folders:

Click on a message to preview it in the bottom of the screen.

Compose: Click to create a new message to send to your primary provider. Enter the subject and message then click Send.

Reply: Click to reply to a message. Enter the reply, then click Send.

Note: Authorized representative can send message on behalf of any family member. Click the Patient Name (next to Regarding Patient), then select the family member.

View, Download, Transmit Care Summary

This feature is primarily for EHR. Highlight a patient name to view the associated care summary. Click a Table of Contents link to jump to specific information. See EHR Continuity of Care Document ( CCD ).

The patient can perform the following actions for each care summary:

View, Download Images and PDFs

The Images area allows patients to view and download PDFs and image files. Only items stored in an Images folder that is designated as Show in Patient Portal are listed.

Images display chronologically by date, oldest to newest. Click to download the file.

Change Password

Patients can change their own password while logged into the portal.

  1. In the upper right corner of the portal, click the patient name, then Change Password.
  2. Enter the current user name and password, then enter and confirm the new password.
  3. Click OK to change.