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Allowing patients to access the patient portal
Allowing patients to access the patient portal
Updated over a week ago

When you enable the patient portal, existing patients in your CHR are not automatically allowed access. You must allow each patient access to the portal from their CHR chart.

💡 Tip: From your Patient Portal settings, you can choose to auto-allow any new patients you add to the CHR access to the Patient Portal. See Enabling and customizing the patient portal.


1. Open the patient's chart. See Searching for patients.

2. From the Patient dashboard view, at the top of the window, click Update Information.

3. Click the Portal tab.

4. Under Access to patient portal, select On.

5. Click Save.

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