About

In order to register a parent for the portal, they only need to be added as a contact with certain fields configured. The below steps will help you add a parent as a contact and register them for the OP Portal.

Register a Parent/Create an Account

The parent must be associated with the patient in OP as a Family Contact. 

1. Navigate to the Patient Chart > Family Contacts.
2. Add a new contact or select an existing contact.
3. Confirm or add the following required fields to register a parent/guardian for the OP Portal:
   • Home Email: Enter the parent's home email (used for Welcome email and to login, if your practice does not have passwordless login enabled).
   • (Optional, based on configuration) Cell Phone: Enter the parent's cell phone number. Must be entered if your practice has chosen to use passwordless login
   • Authority: For the parent to have access to the OP Portal, they must have either Joint or Exclusive selected as the Authority. Note: Resides with is not required.

1. The Welcome Email will be sent automatically once the Authority of Joint or Exclusive has been selected.
   • The Portal Status column will show as Active when the parent first logs into the OP Portal.
2. Repeat the process for each patient related to the parent. 

Register a Patient When They Reach Age of Majority

To register a Patient for their own OP Portal account once they reach your state's age of majority, you must add them as a Family Contact in their own Patient Chart. 

1. Navigate to the Patient Chart > Family Contacts.
2. Add a new contact or select an existing contact.
3. Confirm or add the following required fields to register the patient for the OP Portal:
   • Home Email: Enter the patient's home email (used for Welcome email and to login, if your practice does not have passwordless login enabled).
   • Role/Reason: Select Other Relative. DO NOT select 'Self' - the Welcome email will not be sent.
   • Authority: Select Joint or Exclusive.
   • (Optional, based on configuration) Cell Phone: Enter the patient's cell phone number. Must be entered if your practice has chosen to use passwordless login
4. The Welcome Email will be sent automatically once the Authority of Joint or Exclusive has been selected.
   • The Portal Status column will show as Active when the patient first logs into the OP Portal.

Resend the Welcome Email

If a parent needs the Welcome email resent, navigate to the Patient Chart > Family Contacts, then:

• Adjust the Authority level and click Save, then the email will be resent. OR,
• Click the folder button next to the Email Address field, then click the Register button in the Caregiver Contact Authority tab.

Parent Login

The Parent will receive the Welcome Email in their inbox, and click on the link to log in. They must have their child's/their own DOB, and set up a new, unique password on first login.