How Do I Disconnect a Portal Account? (Re-Invite a Patient to the Portal)

Issue

The patient isn't receiving the portal invite and I've already had them check their Spam folder, made sure that the email is correct in the Portal Account Details page, and re-sent the invitation email.

OR

I want to disconnect a Portal account because my facility only wants our patients to view their current episode of care and not past episodes.

Environment

Kipu EMR, Roles: All Admin, Facesheet, Patient Portal

Resolution

If a patient still hasn't gotten the Portal invite after you've confirmed their email address and re-sent the invite, disconnecting, updating, and reconnecting the account usually fixes the issue.

To disconnect a patient's portal account, a user with any of the Admin role types must complete the following steps.  

1. From the patient's Information tab click the Kipu Portal button.
   
2. Once in the Portal Account Details, select the disconnect icon in bottom right corner, then select the Enable slider to disable the account.
   
3. The Portal account is now disconnected.

If you are simply attempting to disconnect the account, you're done. If you need to re-invite the patient to the Portal, follow these steps:

1. Go back to the patient's Information tab on their chart and make any necessary changes before selecting the Invite To Portal button.
   
2. A new invitation is sent to the email listed in the facesheet and a notification will populate showing the new invitation was successfully sent.
   

Additional Information

• To learn more about setting up the Patient Portal, click here.
• To learn more about directing your Patient through the Portal, click here.