Update 2025

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.

Login window via PracticeEHR
Updated login window for accessing Patient Portal from PracticeEHR
Login via Website
Updated Patient Portal login screen from website
Registration Workflows

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

New patient registration form

Fields for new patient registration have been streamlined to reduce onboarding friction.

Existing Patient Registration

Existing patient registration form

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
New patient registration OTP verification screen

OTP fields validate the code sent to the new patient's email address.

Existing Patient - Verify Email
Existing patient registration OTP verification screen

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.

Welcome to Our Patient Portal - account activation and password setup screen

Dashboard

Overview of recent activity, appointments, and quick actions.

Dashboard & Recent Activity
Dashboard View
Screen #2: New Message
Create New Message Modal

No new functionality added.

Screen #3: Request Appointment
Request Appointment Modal

Standard request workflow.

Messages

Communication hub separated by Active and Resolved threads.

Active & Resolved Views

Active Messages

Active Messages

Includes a refresher button at the top.

Resolved Messages

Resolved Messages

Reminders resolved from the dashboard also appear here.

Screen #5: Message Details
Message Details Window

Clicking a message card opens the detailed thread view.

Appointments

View requested, upcoming, and past appointments, or schedule new ones.

Appointment Status Tabs

Requested Appointments

Requested Appointments

Upcoming Appointments

Upcoming Appointments

Past Appointments

Past Appointments
Cancel Request
Cancel Appointment Request Modal
Online Scheduling

When the Portal Online Appointment Flag is enabled, "Request Appointment" is replaced with "Schedule Appointment".

Schedule Appointment Setup
Select Time Slot

Health Records

Patient chart summaries and C-CDA transmission.

Health Records Views

Screen #8: Records List

Health Records List

Transmit C-CDA Modal

Transmit C-CDA

Triggered by clicking the "Transmit C-CDA" button.

Settings

Manage Demographics, Insurance, Payment Methods, Representatives, and Account Settings.

Configuration Areas
Settings Tab Main View
Save Confirmation
Save Success Message

Appearance of success toast on save.

Delete Representative
Delete Representative Confirmation

Confirmation dialog when deleting a representative.

Activity Log & Account Switching

Activity Log

Activity Log Window

Account Switching

Account Switching Dashboard

After adding a representative, users can toggle between patient accounts using the switching icon in the top right corner.