The content in this article is relevant to the OP Portal.
If a parent states that they have not received their Welcome email, navigate to the patient's Family Contacts and check their Authority and Email Address. If both are correct, you can always resend the Welcome email by clicking Register and confirming you want to send another email. This is especially helpful if they have a new email address.
Any changes to Widgets, new warning messages, etc. can take 15 minutes or longer to update in the portal.
- Instamed is the preferred vendor. However, we will work with other vendors on a case by case basis.
- If your practice uses a bank and the parents are currently accessing payments via a URL, this can be added to a custom widget and/or warning message (in the Billing section) on the OP Portal to allow payments to be collected easily. See the pages for Updating Custom Texts or Customizing Your OP Portal Home Page for more instructions.
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.
