Patient User Accounts for Online Booking

Portal user accounts allow people to log in online and manage their appointments. Sometimes, you need the ability to allow family members (for example, a Guardian or Parent) to manage appointments on behalf of another individual (for example, a Dependent or Child). User Accounts will allow you to do this.

When someone books for the first time online, they must set up a user account. A portal user account allows someone to book online.

The existing patients in your clinic have patient profiles. When an existing patient books online for the first time and creates a portal user account, they appear on your dashboard under New Portal Accounts Registrations. It is important to merge them with an existing client profile. If you do not, you will have duplicate patient profiles.

1. Log in as the Admin or Practitioner
2. Click Patients in the main navigation
3. Click on the name of the patient for whom you wish to invite users to manage appointments
4. Click on Portal Accounts
5. Click the Add User
6. Add Email
7. The intended recipient will receive an email to create a new account or login into an existing account to accept the invitation to create that connection.
8. Click on the Black Triangle to either Resend the invitation, send Link directly from your email, or Delete the invitation.

Important note: Sometimes, merging a new user account with an existing client profile will be essential. Not merging similar profiles will result in duplicate patient profiles. Remember that Patients are unable to book appointments online without creating an account. If they prefer to avoid creating an account online, you can add them and book appointments manually in Noterro instead.