Enroll Patients in the Patient Portal

Send an email invitation to a patient, guardian, or guarantor to register for a portal account. This article covers sending portal invites from the Facesheet or Portal Directory. 

Invite from Facesheet

You can invite the patient and contacts (guarantor or guardian) added to their chart from the facesheet. The following table breaks down which elements each user role can view.

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

1. Open the Patient Chart and confirm the patient has an email address on file in the Information tab.
   
   
2. Click the Invite to Portal.
3. Ensure the email is correct, then click Yes.
   
4. You’ll receive an alert at the top of the patient facesheet until the invitation is accepted by the patient.
5. The process for inviting the contact is the same. Simply scroll down to the Contacts section of the facesheet and click Invite to Portal.
   
6. Only contacts with the Relationship of Guarantor or Guardian can be invited to the portal.

Email Invite Example

The patient/contact will receive an email branded with your company name, logo, and phone number.