Understanding the Patient's Portal Experience

Patients log in to their portal using the same practice URL you use to log in. If you activate a patient's portal via email, they'll automatically be directed to the practice URL. Make sure to provide patients with the practice URL if you instead activate their portal manually. For more information, see Activating a Patient's Portal.

By default, the patient portal opens to the Appointments tab. Patients can use the following tabs within their portal:

Want to truly understand how your patients experience the portal? Create a test patient and activate their portal. You can then log in as that patient and take a firsthand look at how your welcome message displays, what information your patients have access to, and what features they can take advantage of.

For information on activating the portal for your test patient, see Activating a Patient's Portal.