Access & Registration
Updated login and registration workflows for accessing the patient portal via the EHR system and website. Both New and Existing registration flows now include an email OTP verification step.
Patients start by completing either the New Patient or Existing Patient registration form. After submitting, they are redirected to an OTP screen to verify the email address entered here.
New Patient Registration
Fields for new patient registration have been streamlined to reduce onboarding friction.
Existing Patient Registration
Existing patients can link their portal account using demographic details on file.
Step 2 - Email OTP Verification
Once the registration form is submitted, an OTP is emailed to the address provided. The user must enter this code to verify ownership of the email before they can activate the account.
New Patient - Verify Email
OTP fields validate the code sent to the new patient's email address.
Existing Patient - Verify Email
Existing patients follow the same OTP step to confirm the email on file.
Step 3 - Account Activation & Password Setup
After successful OTP verification, patients land on the activation screen, where they enter their activation code (if applicable) and set their portal password.
Dashboard
Overview of recent activity, appointments, and quick actions.
No new functionality added.
Standard request workflow.
Messages
Communication hub separated by Active and Resolved threads.
Active Messages
Includes a refresher button at the top.
Resolved Messages
Reminders resolved from the dashboard also appear here.
Clicking a message card opens the detailed thread view.
Appointments
View requested, upcoming, and past appointments, or schedule new ones.
Requested Appointments
Upcoming Appointments
Past Appointments
When the Portal Online Appointment Flag is enabled, "Request Appointment" is replaced with "Schedule Appointment".
Health Records
Patient chart summaries and C-CDA transmission.
Screen #8: Records List
Transmit C-CDA Modal
Triggered by clicking the "Transmit C-CDA" button.
Settings
Manage Demographics, Insurance, Payment Methods, Representatives, and Account Settings.
Save Confirmation
Appearance of success toast on save.
Delete Representative
Confirmation dialog when deleting a representative.
Activity Log
Account Switching
After adding a representative, users can toggle between patient accounts using the switching icon in the top right corner.