Step 1: Add the Patient’s Email to Demographics Before starting portal registration, enter the patient's email in their demographic information.
Step 2: Open the Portal Menu Once the email is saved, go to the Portal menu from the inquiry or client profile.
Step 3: Start Patient Registration Click the plus icon under the portal registration management table to begin.
This opens the registration page for the client.
Step 4: Confirm Patient Information and Save You’ll see the client’s first name, last name, and email from demographics filled in. Hit Save to register the patient.
The patient will receive a registration email with login credentials and a link to the portal.
Step 5: Register the Guardian After registering the patient, click the plus icon again to start another registration.
Step 6: Select Guardian Registration Notice that registrant is not the client is now selected, since the patient is already registered.
You can also choose to add a third-party contact if necessary.
Step 7: Enter Relationship and Guardian Details Provide the relation to the client, then fill in the guardian's first name,
last name,
and a unique email address (different from the patient).
Each registrant needs a unique email.
Step 8: Save Guardian Registration Click Save to complete guardian registration.
This returns you to the client profile.
That’s it! You’ve successfully registered a patient and, if needed, a parent, guardian, or third party for portal access.
