Help a patient sign in to the portal

Patients start from the invitation email your clinic sends, then sign in on your clinic's own portal address.

Steps

1. Send the invitation from the client's record. See Invite a client to the patient portal.
2. Ask the patient to open the invitation email and tap the link on the phone or computer they will use. The sign-in page then shows Activate your account.
3. After that, the patient signs in on the portal page, which shows Welcome back, and follows the steps on screen.
4. If the link has expired or fails, open the client's record and look at the Patient portal box. Select Create new invitation, or Show activation link and Copy link to give it to them another way.
5. If the box says "This patient already has an active portal login", the patient is already set up. Ask them to sign in from the portal page rather than the old email.

Good to know

• The sign-in page has a link to request a new link. Depending on your clinic it reads Email me a new link or Ask your clinic for a new link.
• Help & contact on the sign-in page shows your clinic's published contact details.
• If the email already signs in to another client's portal, nothing is sent. Check for a duplicate record.
• Patients can change their own email in Profile, confirmed with a code. They then sign in with the new email.
• If your clinic has Public sign-up turned on, the sign-in page also shows Create a free account for newcomers. It is never shown while a patient activates an invitation.