Practice administrators can set Eyefinity EHR to automatically activate patient portals when visits or nonvisit orders are created. When a patient portal is enabled, Eyefinity EHR assigns a username to the patient and sends the username and login instructions to the email address listed in the patient's record.
The patient's portal must be activated before the patient can log into the portal and view the their record. Patient portal access is managed using the Eyefinity EHR web application. Practice administrators can set Eyefinity EHR to automatically activate patient portals when visits or nonvisit orders are created.
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Log in to the Eyefinity EHR web application. Navigate to the patient's chart. Locate the Patient Portal entry in the header and click Inactive. A confirmation window appears, explaining that login instructions will be sent to the patient's email address as shown. The patient will log in to their portal using the username specified in this window.
To manually activate a patient's portal. Log in to the Eyefinity EHR web application. Navigate to the patient's chart. Click Edit Patient Data on the action bar. Click the Portal Settings tab on the left side of the screen. Select the check bubble for Yes under Patient Portal Enabled. Enter a Username for the patient.
Click the Patient Representative Portal tab on the left side of the screen. Select the check bubble for Yes under Representative Account Enabled. Enter the Last Name and First Name of the representative. Enter a Username for the representative. Click Change Representative Password.
If you left Reset Password Upon Next Login defaulted to Yes, they will be prompted to change their password when they log in for the first time.