In this video we’re going to talk about creating portal accounts. For this example, let’s edit a current client. The same steps apply when adding a new client to the Client List. Make sure that the client’s name is listed. In order to create a portal account, the minimum requirements are name and email. If the client is an adult and has their own personal email address, add it into the first email field (under Allergies & Phone). If the client is a child or if they have a spouse or family member, add the parent’s or spouse’s email address in the email field under “Family Member Info.” Make sure to put the family member’s first AND last name in the “Name” field. Scroll down to the “Patient Portal Access” section. Check the boxes next to each person you’d like to create a portal account for this particular patient.
Upon clicking “Save Patient” the portal users will automatically be sent a login email to access the portal. If an email address is listed twice on the page either for a mom and a dad or for the client and the family member, you will only be able to check the Portal Access box once. That is because only one account can be tied to an email address. Check the box for the name you’d like to create an account for. If the name you’d like to select is unclickable with a red email address, remove the other email address or change it to a different email address. Then the name will become clickable.
If at some point the portal user would like to update their email, they must do it from within their account. Click the “Settings” icon in the upper right hand corner, and click “My Account.” Change the email address under “Username.” This will update the username used to log into the portal as well as where the email notifications are sent. If the therapist or administrator made a mistake when first creating the portal account and the email is incorrect, you can edit the email address on the Edit Info page. Make sure to recheck the Patient Portal Access box after updating the email.
To deactivate a portal account, simply uncheck the Patient Portal Access box on the Edit Info page and click Save Patient. They will no longer be able to see any portal items for that particular client, but they may still have access to other clients in the Client List.
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