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Register a Patient While in the Office (Without a PIN)

The content below is relevant to the OP Patient Portal, powered by InteliChart.

Overview

Practice staff may choose to walk a parent/guardian through the process of registering for the OP Patient Portal while the parent/guardian is in the office. If the practices chooses not to issue a PIN to start this process, a custom URL must be established. Once the parent completes their information, the practice must authenticate the account creation in the Practice Portal by completing a Merge Match for the patient. Note: The workflow below can also be completed by the parent/guardian on their own at home if a custom URL has been provided to them.

Workflow

To walk the parent through the registration without a PIN:

Practice Staff:

  1. Navigate to the practice's custom URL.
  2. Click Let's Get Started.

Parent/Guardian: 

  1. Enter the email address that will be used to access the portal, and create a password.
  2. Click the Continue button.
  3. Enter the parent/guardian's date of birth.
  4. Select a security question, and provide the answer.
  5. Select I don't have a PIN.

  1. Enter the parent/guardian's first and last name.
  2. Enter the parent/guardian's sex.
  3. Enter the parent/guardian's phone number.
  4. Enter the zip code of the practice to search for and select the practice.
  5. If you are the parent/guardian of a patient of the practice, select the I’d like to add a child checkbox. If you are the patient, do not select this checkbox.
  6. Accept the Terms & Conditions.
  7. Click Continue (or Create My Account if you did not select the checkbox to add a child).
  8. If you selected the checkbox to add a child in step 10, enter a child’s first and last name, birthday, and sex.
  9. Optional: Click ‘I’d like to add another child’ to enter an additional patient’s information.
  10. Click Create My Account.