Setting Up Your Practice's Portal

Learn how to activate your Practice Portal user account.

This article explains how to maintain the appointment types for the portal.

Page Templates are used to customize the practice's notifications, reminders, disclaimers, etc. The portal is delivered with a collection of System Templates.

A parent or patient has the ability to manage how they would like to receive notifications in the OP Patient Portal.

This article describes how to disable multiple notifications that may be going to parents/patients.

The following steps should be taken to ensure that the information displayed on the portal is appropriate and respects visibility restrictions.

The workflow and setup instruction, in this article, is specific to sending Internal and CHADIS Surveys to the OP Patient Portal.

A list of the Page Template in the Practice Portal and a description for when each is triggered.

Learn how to setup Participating Insurances and enable Provider Search for the Patient Portal.

Learn how to configure the Allow Medical Record Request feature in the Practice Portal.