Modifying & Viewing Patient Account Information

You can modify a patient’s email address, portal user name, notification preferences, password, and authorized access.

1. Log into the provider portal as a practice administrator. For more information, go to Logging into the Provider Portal.
2. Click Administration and select User Accounts.
3. Select Patient from the Access Type drop-down menu.
4. Search for and select a user.
5. (Optional) Modify the Email Address, Username, First Name, Last Name, and Password.

   If you modify the name or email address, be sure to edit this information in the patient’s demographic record in OfficeMate, too.

   The password must meet the following requirements:

   • Contain at least eight characters
   • Contain at least one uppercase letter (A–Z)
   • Contains at least one lowercase letter (a–z)
   • Contain at least one number (0–9)
   • Contain at least one special character
6. If the patient does not want to receive notifications about new clinical health summaries or patient portal, select the Opt Out of Notifications check box. For information about opting multiple patients out of notifications at one time, go to Opting Patients Out of Notifications in Bulk.
7. If applicable, modify the patient’s authorized account access:
   • Select the Override Patient Account Access check box.
   • Select the Mark Patient Confidential check box.
   • Click Add Authorized Representative and record the name, email address, portal user name, and password of the patient's authorized representative. An authorized representative can access the patient’s portal if the patient is under age.
   • Select the Authorized Representative Waiver Accepted check box when the patient’s authorized representative has accepted the waiver. This check box must be selected for the authorized representative to access the patient’s portal.
8. Click Save.