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Enabling and customizing the patient portal
Enabling and customizing the patient portal
Updated over a week ago

The patient portal comes included as part of your TELUS Collaborative Health Record (CHR) software. It is enabled by default for all new clinics.

To access your clinic's patient portal, enter the following URL similar to your clinic's CHR login URL, but with /portal at the end, for example:

Only the TELUS CHR Support account has access to your account’s portal settings. Contact the TELUS Health support team through the support chat for more information.

⚠️ Important: If your access to patient portal was previously disabled but you now want to enable the patient portal again, you must individually turn on portal access for each patient chart that had the access disabled previously. Refer to Allowing patients to access the patient portal.


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

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



Portal Accessibility

Gives patients access to the portal.

Portal Accessibility for New Patient

Gives all new patients access by default.

Patient Registration

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

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. Refer to 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.

Enable this setting if your clinic uses ID types, other than provincial health numbers. Refer to 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 log in 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.

Select appointment statuses to hide on the patient portal.

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

Required login credentials from notifications

Patients can either log in 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 Stripe integration to use this feature. Refer to Configuring Stripe in the CHR.

3. Click Save Portal Settings.

Updated May 8, 2023

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