Users can customize the Patient Portal by selecting which features to utilize.

In eServices Signup, click More Settings.

Also see:

• Patient Portal to navigate to the Patient Portal URL.
• Patient Portal Access to grant patient's access to Patient Portal.

Patient Portal Features

This process will determine which features are available to patients in the portal. See Patient Portal: What Patient Sees.

Select the features patients can see and use in the portal.

• MakePayments: Patients can make online payments using XCharge (OpenEdge) or PayConnect. For more setup information, see Online Payment Management.
• ModuleAccount: Patients can view payments and statements.
• ModuleWebMail: Use WebMail to view, compose, and send secure messages between provider and patient.
• ModuleCareSummary: Patients can view, download, and transmit care summaries. See EHR Continuity of Care Document ( CCD ).
• ModuleImages: Patients can view and download PDFs or images stored in Images folders shared to the portal.
• MakeAppointments: Patients can view scheduled and completed appointments and other action needed items, such as eConfirmations that need confirmed and Web Sched Recall notifications that are still unscheduled.
• ModuleTreatmentPlan: Patients can view saved treatment plans.

Click Submit to apply changes. It may take up to 15 minutes for changes to take effect.