Understanding Patient Access to the Portal
This section explains what patients or their authorized representatives see when they receive a clinical health summary or secure message from you. Encourage patients to view their records and secure messages in the patient portal.
Refer to the following topics if a patient asks a question about the patient portal:
- Activating Patient Portal Accounts
- Logging into the Patient Portal
- Viewing Clinical Summaries
- Sending Clinical Summaries to Other Providers by Direct Mail
- Sending Clinical Summaries to Other Providers & People by Email
- Downloading Clinical Summaries
- Sending & Receiving Provider Secure Messages
- Completing Intake Forms
- Changing Patient Portal Account Settings
- Viewing Audit Logs
If the patient does not receive the welcome email or is locked out of the patient portal, you may reset the patient’s password and send a new welcome email. For more information, go to Managing Patient Portal Accounts as an Administrator.