Invite a client to the patient portal

Each client record has a Portal row near the top that shows where they stand with the portal.

Steps

1. Open Clients and choose the client.
2. On the Portal row, select Send setup link, then Email it or Text it. The client chooses a password, turns on Face ID and adds the app to their phone. The link works once, for 24 hours.
3. To send an invitation instead, select Invite to portal on the row (Invitation if one is already out, or Send a new invitation if it expired). The Portal invitation window opens.
4. Check the Portal invite email. It starts with the email on the record, then select Create invitation. Oben emails the client a link to set up their portal.
5. If the email does not arrive, select Show activation link, then Copy link, and give it to the client another way. This does not send another email, as long as you leave Portal invite email unchanged. Changing the email creates a new invitation with a new link.
6. If the invitation has expired, select Create new invitation.

Good to know

• A setup link is never shown to staff. Texting one asks the client's date of birth first, so add it to their record before you text it.
• "This patient already has an active portal login" means the client is already set up.
• If the email already signs in to another client's portal, nothing is sent. Use this client's own email, or merge the two records if they are the same person.
• If your portal address is not live yet, the invitation is saved and sent automatically once it is.
• If the email was not accepted, select Retry invitation email.
• Once the client has signed in, the clinic owner sees View as with the client's first name. It opens their portal read-only for up to 30 minutes, after choosing a reason. The client is not told, and the view is recorded.