The Patient Portal is an easy-to-use, web-based, mobile-responsive patient engagement solution. In addition to boosting clinic efficiency, the Patient Portal increases patient and caregiver engagement, which improves patient outcomes and satisfaction!
Want to see the Patient Portal in action? Sign up for a live training session today!
With the Patient Portal, Kipu EMR users can:
- Invite patients, guardians, and guarantors to register a portal account.
- Share consents, evaluations, outcomes assessments, and treatment plans for review and signature collection.
- Securely messages patients in their care.
- Receive shared files from portal users.
With the Patient Portal, patient, guarantor, and guardian users can:
- Easily access personal information.
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View scheduled appointments and launch telehealth appointments.
- With the new Scheduler enabled, patients will also be able to view their Group Sessions and start Telehealth Group Sessions.
- Review, complete, and sign shared documents and treatment plans.
- View medications (for facilities that use the ePrescribe functionality).
- Securely message members of their care team or other facility representatives.
- Upload and share requested files to their care team.
This table breaks down which user roles can see which information.
Location |
Patient | Guardian | Guarantor |
Dashboard | All | All except for preferred name | All except for preferred name |
My Information | All | All except for except for gender identity | None |
My Appointments | All | All | None |
My Documents |
All evaluations and consents shared with them, all outcomes |
All evaluations and consents shared with them, no outcomes | All evaluations and consents shared with them, no outcomes |
My Treatment Plans | All plans shared with them | All plans shared with them | All plans shared with them |
My Medications | All | All | None |
My Files | Upload | Upload | Upload |
My Account | Yes, for their own information | Yes, for their own information | Yes, for their own information |
Messages (if enabled) |
Can send messages to and receive messages from available EMR users | Can send messages to and receive messages from available EMR users | Can send messages to and receive messages from available EMR users |
Ready to dive into the Patient Portal? Check out the Patient Portal Overview course in the Kipu Academy to get started today!
Feature Overview
Let’s review the key features included in the Patient Portal. Click on each of the following article links to learn more.
- Patient Portal Setup: Enable the Patient Portal in your EMR instance, review your company information, set up consent and evaluation templates, and enable notifications.
- Patient Portal Settings: Enable and customize the My Messages feature and EMR users.
- Enroll Patients in the Patient Portal: Invite patients and guarantors/guardians to the patient portal.
- Manage Portal Accounts: Review portal registration status, resend portal invitations, view connected accounts, and disable portal access.
- Message Patients: Assigned care team members or selected EMR users can message patients in their care.
- Patient Guide: Discover the patient view of the portal including upcoming appointments, shared documents, and prescribed medications.
- FAQs: Check out common questions and answers on everything from user management to treatment plans, patient notifications, and the legacy Kipu messenger.