The patient portal comes included as part of your CHR Collaborative Health Record software. It is enabled by default.

You must be the account owner/ system administrator to modify your patient portal settings. Speak to your implementation team or contact the TELUS Health support team through the in-app support bubble to help configure and customize the patient portal for you.

⚠️ Important: When you enable the patient portal at a later stage, existing patients are not automatically allowed access. You must turn on portal access for each patient individually. See Allowing patients to access the patient portal.

Steps

  1. From the main toolbar, click Settings > Patient Portal.

  2. Under Patient Portal Configuration, Enable or Disable the following:

Field

Description

Portal Accessibility

Gives patients access to the portal.

Portal Accessibility for New Patients

Gives all new patient access by default.

Patient Registration

Allows patients to self-register at your clinic using the patient portal.

See Self-registering at clinics using the patient portal (for patients).

Patient Conversation Responses

Allows patients to respond to your messages.

💡 Tip: If enabled, you can still choose to prevent patients from responding to messages on a per message basis. See Sending messages to patients through the patient portal.

Extra Searchable Identifications

Allows patients to search for their "other" (non-provincial health number) ID when confirming their identity during login.

You enable this this setting if your clinic uses ID types, other than provincial health numbers, when adding patients to the CHR. See Adding a patient.

Background Image

To display a watermark image over your patient portal's blue background, click Select a background image and upload an image from your computer.

Patient Timeout Duration

When patients login to the patient portal, they verify their identity by entering a one time passcode - which they receive through an email or text message.

To modify the amount of time it takes for the one time passcode (OTP) to expire,

select a timeout duration from the drop-down list.

Appointment Statuses to hide

To prevent patients from seeing past or future appointments that have certain appointment statuses, select the appointment statuses that you want to hide. See Hiding appointment statuses in the patient portal.

Required login Credentials from notifications

Patients can either login from an email or SMS with

  • a One Time Passcode and Date of Birth, or

  • Patient Identification and Date of Birth.

Select one option.

Portal Billing

Allows patients to see and pay their private bills from the patient portal.

📌 Note: Your CHR must be set up with the Stipe integration to use this feature. See Configuring Stripe in the CHR.

2. Click Save Portal Settings.

Updated January 17, 2021

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