Monitor and manage Patient Portal accounts from the Portal Accounts tab of the Kipu Access Management page.
From the Portal Accounts tab, you can view portal registration status, resend the portal invitation email, change a user’s portal login email address, view charts connected to a portal account, disconnect the patient/contact from a portal account, and disable/enable a portal account.
Additionally, portal user's last login time is reflected for each account (in the portal user's local time zone).
Note: Only Super Admins and users with Manage Users permission can access this page.
Portal Accounts Tab
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From your initials, click Manage Users.
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Open the Portal Accounts tab. This tab shows both Patients and Contacts by default.
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Filters: Use the available filters or search bar to narrow down your patient/contact list.
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Enabled: Toggle this field off to disable the portal access for any of the users in this list.
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Relationships/Connection fields: Review guardian and guarantor portal users and the patient they are connected to.
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Status: Monitor the status of portal account registration. Hover over the alert for more information.
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Actions: From the actions menu you can resend the invitation email for users who have not activated their account.
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Click on the Edit icon to open the Portal Account Details page.
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On this page, you can edit the user’s email address, review any connected patients, guarantors, or guardians, and disconnect using the Actions menu as needed.
- To edit the portal user's name or email, click on the edit icon.
- Make the desired changes and then click on the Save button.
Can an EMR user reset a portal user’s password?
No. For security reasons, an EMR user cannot manage a portal user’s password. EMR users should direct the portal user to the Forgot Password link and workflow on the Patient Portal login page.