Invite a patient to the portal

Give patients secure access to their record — here's how to send a portal invitation and confirm they've enrolled.

1

Open the patient's chart from the Patients list.

Open the patient's chart from the Patients list.
2

Check the email on file — the invitation link is sent there and expires after 72 hours.

Check the email on file — the invitation link is sent there and expires after 72 hours.
3

Click Send invitation — once the patient sets a password, their portal status flips to Enrolled on the chart.

Click Send invitation — once the patient sets a password, their portal status flips to Enrolled on the chart.