The patient portal allows your patients to book appointments, send and receive messages with your practice's Vision(X) users, e-sign important documents, and access vision prescriptions and other care recommendations. This tutorial will demonstrate how to create a patient portal for any patient in your Vision(X) site.
Select a Patient Profile
In order to activate a patient portal, they must have a patient profile in your Vision(X) site, and in order to receive login information for their patient portal, at least one email address must be entered in the patient's Communication Methods. If you are creating a brand new patient profile, you will have the option to create a patient portal as part of that initial process. If a profile already exists for the patient, navigate to their profile summary page, then click "Edit patient info":
Portal Accounts
The Patient information menu will appear. Select the "Porta'" subtab. If a patient portal already exists for the patient, you will see it listed in the "Portal Accounts" field. To create a new portal for this patient, click "Add Portal Account":
The New Portal field will display. Select either toggle option for "Self" (if this portal is for the named patient) or "Authorized Rep." (if this patient's portal will be managed by another party, such as a parent or guardian for a patient who is a minor), then click "Save":
Success!
You will receive a confirmation message that the patient portal has been created, and the patient will receive a notification email containing their login credentials.
