📌 Note: The patient portal can only be enabled by the account owner. Contact TELUS CHR support for more information.
The patient portal is mainly used to securely send messages (see Sending messages to patients on the patient portal). You can attach any portion of the patient chart to messages (lab requisitions/results, forms, encounter notes, invoices, training/educational videos, qnaire data).
Through the patient portal, patients can:
View new and existing messages
Respond to messages, if enabled (see Sending messages to patients on the patient portal)
Book, change and cancel appointments
View past and future clinic appointments
Self-register (see Self-registering at clinics, using the patient portal (for patients).
View and update demographic information
View and pay their outstanding bills (see Collecting payments through the patient portal using Stripe).
Once the patient portal is enabled, existing patients are not automatically given access. You must turn on portal access for each patient individually. See steps at the end of this article.
From the main toolbar, click Settings > Patient Portal.
Enable or Disable the following:
Gives patients access to the portal.
Portal Accessibility for New Patients
Gives all new patient access by default.
Allows new patients to self-register at the specific clinic using the patient portal.
Patient Conversation Responses
Gives patients the ability to respond to your message.
If enabled, it will be selected by default in a new message.
You can turn it off on a per message basis.
Allows patients to see and pay their private bills from the patient portal.
📌 Note: You need a Stipe integration to use this feature. See
Extra Searchable Identifications
Allows the patient to search for their "other" ID. This setting is used when a clinic has created another (ad hoc) ID type when adding a patient. See Adding a patient.
Click Select a background image to upload an image from your computer. This will display as the background in your patient portal.
This displays as a watermark on the blue portal background.
Patient Timeout Duration
Select the time it takes for the onetime passcode (OTP) to expire.
Click arrow and select a timeout duration.
Appointment Statuses to hide
Specify appointment statuses that you do not want to make visible to the patient in the patient portal. See Hiding appointment statuses in the patient portal.
Login Credentials from notifications
Patients can either login from an email or SMS with
2. Click Save Portal Settings.
Steps (to turn on access to the portal for an individual patient)
From the dashboard view in patients' charts, click Update Information.
Click the Portal Tab.
Under Access to patient portal, select On.
Updated May 31, 2021