OP Portal Setup, Customization and Administration

This article details the contents of the OP Portal welcome email and link duration, as well as explaining the differences in the parent login based on the Login options chosen during configuration.

This article goes over how to customize your parent/guardian and admin homepages by using widgets in the OP Portal.

This article will go over the message types, tags, message routing, and attachments in the OP Portal.

This article goes over configuration of Appointment Requests in the OP Portal.

This article details the default configuration for prescription refill requests in the OP Portal and provides information on how to adjust these settings.

This article explains the default configuration for importing and updating medical records in the OP Portal and provides information on how to adjust these settings.

This article goes over how to update Custom Texts in the OP Portal, including the Welcome email, disclaimers, and warning texts.

This article goes over how to change notifications from the OP Portal for staff, providers, and parent/guardians.

About Your OP Portal has multiple reports that you can run to track engagement, Audit Log tracking, Notification tracking, and more. This article will walk you through the major type of reports that will help you and your practice to view your ...