Activating Patient Portal Accounts

OfficeMate uses the patient’s name, date of birth, and email address to create the patient portal account. Verify this information on the Demographics tab before sending a clinical health summary. To create a patient portal account, you must send the patient a clinical health summary.

Patients are not required to have email addresses recorded in the Patient Demographics window for you to send them secure messages and for them to view secure messages in the patient portal. If the patient does not have an email address, follow these steps:

  1. Send him or her a clinical health summary in ExamWRITER.
  2. Go to the provider portal.
  3. Log in as a practice administrator.
  4. View the patient’s user name and reset the patient’s password in his or her account.
  5. Communicate this information to the patient.

For more information, go to Modifying & Viewing Patient Account Information.

The first time you send patients a clinical health summary, they will receive two emails: the first email notifies them that a document is available to review, and the second tells them how to activate their patient portal account. To activate the account, patients must complete the instructions in the welcome email and on the User Confirmation Screen and Account Information page in the portal. If patients do not see the emails in their inbox, ask them to check their junk or spam folder. If a patient needs the welcome email to be resent, go to Resending Patient Welcome Emails.