How do I indicate that a parent does not want to enroll for the portal?

If a parent feels strongly about not wanting to enroll for the portal, you can do the following:

  1. Discuss as a practice team where this should be noted in the patient chart (such as in Misc. Notes), and enter the appropriate note in OP.
  2. Navigate to the patient's record in the Practice Portal.
  3. Click the Actions drop-down menu, and select Data Sharing.
  4. Select the radio button for Full Opt Out. This removes the option to register the patient from the Appointment List in the Dashboard and indicates that the patient has chosen to opt out in their portal record.

If the parent later chooses to enroll for the portal, this setting can be changed by navigating back to Data Sharing in the patient's portal records and selecting the Full Opt In radio button.