Setting Up Portal Packages

Required Permissions: Portal Packages can be created by users with the Manage Portal Settings or Manage Portal Packages role.

Create a Portal Package

Let's review the steps for creating a portal package. 

1. To begin, click on your initials and then click Settings. 
   
2. Then click the Portals tab.

3. Next, choose Packages.
4. Click Add Package.
5. Name the package and select the Locations that this package will be available in. Please note that every package must have a unique name or you will not be able to save.
6. Next, select at least two documents to include in the package from the Available Documents list. You can search by the form Name (3 characters required to search), filter by the assigned patient chart Tab, and filter by the Portal Signer (patient, guardian, or guarantor).
   1. Important: For a document to appear in this list, the form must be Enabled, marked as Available for portal, be available in the selected Location(s), and be assigned to a patient chart tab that the user creating the package can access. Any forms assigned to protected tabs that the user doesn't have access to, will not appear in this list.
7. From the Available Documents list, you can:
   1. Hover over the (i) icon to review the Portal Signers.
   2. Quickly identify whether the document is a Consent form (C) or Evaluation form (E).
   3. Click on the ID to review the template.
8. To select a form, simply click on the title. The form will be moved to the Selected Documents list.
9. Forms can be any type (consent or evaluation) and do not have to be housed on the same tab.
10. Once you have your package of documents, click Create.

Note: If a form within a package is no longer valid (e.g., it does not meet the criteria of being Enabled, available for the specific location(s), or marked as Available for portal), you will see the following error icon. Hover over for more information on why the form will no longer be included.  

Managing Portal Packages

You can view edit history, copy, delete, and edit portal packages using the related icons.

Please note that a deleted package cannot be restored, and any packages accidentally deleted in error will need to be manually rebuilt. Fortunately, deleting portal packages has no impact on forms that have already been shared as part of that package. 

For a less permanent option, we recommend disabling packages. To disable a portal package, open the package and toggle off the Enabled switch. Click the Update button to save your changes.