How to Use Patient Links
Patient links are secure, unique URLs that give patients access to specific actions without needing a full portal login. Each link is tied to a single patient and can be used for a variety of tasks.
What Links Can Do
You can generate links for:
- Appointment booking - patient can book or reschedule an appointment
- Questionnaire completion - patient can fill in an assigned questionnaire or survey
- Document review - patient can view and sign documents
- Payment - patient can pay an outstanding invoice
- Portal access - patient can log in to the full patient portal
Generating a Link
- Open the patient's record
- Navigate to the Patient Links section (or use the actions menu)
- Click Create Link
- Choose the type of link you want to generate
- Copy the link or send it directly to the patient via email or SMS
Link Security
Patient links are:
- Unique - each link is a one-time-use or session-based token
- Patient-specific - the link is tied to a single patient record
- Tracked - link usage is logged so you can see when a patient accessed it
Managing Links
View all generated links for a patient in the Patient Links section. You can see:
- Link type and purpose
- When it was created
- Whether it has been used
- Current status
Tip: Patient links are a convenient way to collect information from patients before an appointment. Send a questionnaire link in advance so the data is ready when they arrive.