📌 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:

⚠️ Important:

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.

Steps

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

  2. 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 new patients to self-register at the specific clinic using the patient portal.

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

Patient Conversation Responses

Gives patients the ability to respond to your message.

💡 Tip:

If enabled, it will be selected by default in a new message.

You can turn it off on a per message basis.

Portal Billing

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

📌 Note: You need a Stipe integration to use this feature. See

Configuring Stripe in the CHR.

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.

Background Image

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

  • OTP and Date of Birth, or

  • ID and Date of Birth.

2. Click Save Portal Settings.

Steps (to turn on access to the portal for an individual patient)

  1. From the dashboard view in patients' charts, click Update Information.

  2. Click the Portal Tab.

  3. Under Access to patient portal, select On.

Updated May 31, 2021

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