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.

Patients can use the following tabs within their portal:

  • My Health. Enables the patient to edit their contact preferences and medical history. Keep in mind that most demographic data under Contact Info is read-only, so the patient will need to contact your office to change things like their email address, phone number, and home address. Changes to medical history must be approved by a provider before they're officially entered into the patient's record. For more information, see Reconciling Changes Made by the Patient.
  • Appointments. Enables the patient to view upcoming and past appointments. This is where the patient can view any of their visit notes that have been finalized. For preliminary visits, the patient can view education information on any problems, diagnoses, medications, or lab results that have been documented. The patient can also view, download, and send CCDA's from here.
  • Messages. Enables the patient to exchange messages with members of your staff using IntraMail.
  • Tests and Results. Enables the patient to view their lab and test results.

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.