We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Creating OP Patient Portal Accounts Within OP 14

Version 14.19

Creating Patient Portal Accounts Within Office Practicum


Before using the Create/Validate Button for the first time
Make sure you have the correct E-Correspondents set up for the Portal

Staff-Created Portal Accounts

When checking patients into the office, you may want to ask parents if they have a Patient Portal account. This can easily be checked by going to the F2 Register screen to view the contact's information.

If the parent does not have an email on file, a staff member can create a patient portal account directly within Office Practicum by following these steps:

  1. Input the parent's email address and click the Create/Validate button to the right of the e-mail address field.

Parents cannot share the same email address.

  1. Click Yes in the dialog box that pops up, asking if you want to create the account.

  1. Provide the parent with this log-in information. This password is only temporary, and nothing is emailed to the parent about the creation of this account. Click OK to close the dialog box.
Version 14.10

Creating Patient Portal Accounts Within Office Practicum


Before using the Create/Validate Button for the first time
Make sure you have the correct E-Correspondents set up for the Portal

Staff-Created Portal Accounts

When checking patients into the office, you may want to ask parents if they have a Patient Portal account. This can easily be checked by going to the F2 Register screen to view the contact's information.

If the parent does not have an email on file, a staff member can create a patient portal account directly within Office Practicum by following these steps:

  1. Input the parent's email address and click the Create/Validate button to the right of the e-mail address field.

Parents cannot share the same email address.

  1. Click Yes in the dialog box that pops up, asking if you want to create the account.

  1. Provide the parent with this log-in information. This password is only temporary, and nothing is emailed to the parent about the creation of this account. Click OK to close the dialog box.