Registering Patients for the Portal

Articles

Understanding PIN Generation
This article explains PIN generation for the portal.
Generate a Patient Portal PIN From OP (Easy Button)
This article explains how to generate a PIN using the OP easy button.
Issue a Patient Registration PIN from the Appointment List (Practice Portal)
This article provides the workflow a practice may choose to use to issue a patient registration PIN from the Appointment List located on the Dashboard in the Practice Portal.
Issue a Patient Registration PIN from Patient Administration (Practice Portal)
This article provides the workflow a practice may choose to use to issue a patient registration PIN from Patient Administration located in the Practice Portal.
Register a Patient While in the Office (With a PIN)
This article provides the workflow a practice may choose to use to assist a parent with registering for the portal when the parent has been issued a patient registration PIN.
Remove Access to a Patient Portal Account
This article explains how to remove an association's access to a patient's portal account.
Workflow: PIN Generation for Multiple Patients of the Same Family
The workflow described below is only available in OP version 20 or higher for clients who are using the new OP Patient Portal, powered by InteliChart. Overview Because registration for the OP Patient Portal, powered by InteliChart, is PIN-based,...
Complete Portal Self-Registrations in OP
Completing the registration for a new patient that Self-Registered on the Patient Portal begins with a message received in OP by staff associated to the New Registration department. Below is the workflow that will allow the practice to add a self-registered patient to OP.