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. Once a portal is created, the patient will need to follow instructions provided by an automated email to access their portal. This tutorial will demonstrate how to re-send a patient's login credentials for a patient portal.
Select a Patient Profile
In order to re-send a patient their credentials, you must first create their patient portal. Navigate to the patient's profile summary page, then click "Edit patient info":
Select Portal
The Patient information menu will appear. Select the "Portal'" subtab. If a patient portal already exists for the patient, you will see it listed in the "Portal Accounts" field. To re-send the portal login credentials email, click the ellipsis, then click "Resend Temporary Password":
Success!
The patient's login credentials have now been re-sent to the email address displayed.