Activating a Patient's Portal

The patient's portal must be activated before the patient can log into the portal and view the their record. Patient portal access is managed using the Eyefinity EHR web application.

Practice administrators can set Eyefinity EHR to automatically activate patient portals when visits or nonvisit orders are created.

When a patient portal is enabled, Eyefinity EHR assigns a username to the patient and sends the username and login instructions to the email address listed in the patient's record. When the patient logs in for the first time, they confirm their identity by entering their date of birth and last name, and then they create a password.

Ensure the patient's email address and date of birth are correct prior to creating a visit or manually enabling the portal.

Some patients may share a single email address. Each patient will receive their own username and login instructions in separate invitations sent to that shared email address.

If the patient does not have an email address, practice staff can set an initial password and provide login instructions to the patient.

If a patient is under the care of a representative such as a parent or caretaker, you can activate the Patient Representative Portal to enable access for the patient's representative.

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