If a parent/guardian is also a patient at your practice, the Welcome email will not be sent if their entry in their own Family Contacts is listed Self as the Role/Reason.
To send the Welcome Email and allow the parent/guardians portal account to show their own patient account as well as their dependent(s),- Create a Family Contact in the child's/dependent's chart with the required fields and save.
- Navigate to the parent's Patient Chart > Family Contacts.
- Create a Family Contact in the parent's chart with the required fields. Their Role/Reason cannot be Self. We recommend setting the Role/Reason to Other Relative.
- The Authority is must still be set to either Joint or Exclusive.
- The Email address must match what is on the Family Contacts for the child/dependent.
After the parent registers, they will see themselves as a dependent on their OP Portal account, as well as any children/other dependents.
