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Fully compliant with the 21st Century Cures Act, the Patient Portal is a way for your patients to access all of their personal medical history recorded in the software such as:

Setup Patient Portal

Access Patient Portal

Patient Login

How Patients Update their Info

The Patient Portal is an add-on service. To activate it, you will contact our support team at 1-800-436-3150 option 2, option 1.

Once the service is activated, the owner will receive an email confirming the subscription.

Once you've setup your Patient Portal add-on you can find your Patient Portal in your Online Booking/Customer Portal website located in your Company Settings > Online booking > General Options:

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Once you've setup your Patient Portal add-on, your patients can access their medical information by clicking on Medical History and logging in from the Online Booking/ Customer Portal website.

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The next screen will ask the patient to verify a 6-digit code sent to the email address used to log in.

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If a patient's password is insecure, they will have to change their password. Additionally they can reset their password with a link to the account's email.

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After they enter the code, they will have full access to their Patient information such as previous medical procedures, prescribed medications, and all other Record Types in your Treatment Screen like:

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They can also update their information from the patient portal by clicking on the Update My Details button:

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