Patient Portal Overview

The patient portal gives patients secure access to their health information, appointments, and communications with your practice.

What Patients Can Access

Through the portal, patients can:

• View their upcoming and past appointments
• See clinical documents shared with them
• Read messages from the practice
• View and pay invoices
• Complete questionnaires sent to them
• Access their clinical record (where enabled)

How Patients Access the Portal

Patients access the portal by following a secure link sent to them by the practice. They verify their identity using their date of birth or a one-time code sent via SMS or email.

Configuring Portal Access

Navigate to Configuration > Patients > Portal to configure:

• Portal Access -- allow patients to log in and view their information
• Clinical Record Access -- control whether patients can view their clinical record through the portal
• Patient verification -- the identity check patients must pass before viewing their records

Patient Identity Verification

Patients must verify their identity before accessing sensitive information. The verification method (date of birth, SMS code, or email code) is configured at the organisation level.

Tip: Decide whether clinical record access is appropriate for your practice before enabling the portal, and confirm your verification method is set up.