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How to Grant a Patient, or Contact, Access to the Patient Portal

Granting access to the Patient Portal allows patients or their designated contacts to view information, complete forms, and interact securely with your organization. You can assign this access directly from the patient’s profile within the Opus EHR.

✅ Before You Start

Make sure:

  • The patient or their contact has an active record in Opus EHR.

  • An email address is present on the patient or contact profile.

  • You have the necessary permissions to edit patient profiles.

🔄 Step-by-Step Guide

🚶‍♂️ Granting Portal Access to the Patient

  1. Navigate to the Patient Menu
    From the sidebar, click on Patients.

  2. Select the Patient Profile
    Find and click on the name of the patient you wish to grant portal access to.

  3. Click "Edit"
    Located at the top-right corner of the patient profile page.

  4. Review Demographic Details
    Ensure all key demographic information is accurate and complete.

  5. Go to Portal/Kiosk Access Section

    • Scroll or navigate to Portal / Kiosk Access.

    • Select the Patient’s Name from the dropdown if needed.

  6. Toggle to "Granted"
    This will activate their portal access.

  7. Save Changes
    Click Save or Save & Close to apply your changes.

👨‍👩‍👧 Granting Portal Access to a Contact

  1. Open the Patient Profile
    Start from the Patient Menu and select the relevant patient.

  2. Navigate to Patient Contact Section

    • If there is no contact listed, click + Add Contact.

    • Fill in required fields, especially a valid email address.

  3. Enable Contact’s Portal Access

    • Scroll to the Portal / Kiosk Access section.

    • Toggle Portal Access ON for the contact.

    • Click Granted to finalize.

  4. Save Configuration
    Choose Save or Save & Close to complete the setup.

 

✉️ Sending the Portal Invitation

After granting access (whether to the patient or their contact), you can send the invitation to their email by selecting the Send Portal Invite option.

  1. On the Patient's profile, navigate on the right side and click Options>Send Patient Portal Link
  2. A popup menu will appear to provide you options on where to send the link, dropdown contains the existing profiles that were granted on the Portal/Kiosk Access.
  3. Portal links are sent to the emails attached to the profile.

 

🙋‍♂️ Frequently Asked Questions (FAQ)

Q1: Can both the patient and the contact have portal access at the same time?
Yes, provided that you have sent the portal link TO EACH

Q2: What if the “Granted” option is greyed out?
Check that a valid email address is entered and saved in the demographics or contact section or the email is not used by another patient or contact that has Portal/Kiosk Access

Q3: Can I resend the portal invite?
Yes. Once access is granted, a resend option becomes available on the portal access section.

Q4: What does the portal give access to?
The portal allows patients or contacts to view appointments, fill forms, establish payment methods and engage with your practice digitally. Features may vary by configuration.

Q5: Is it safe to give a contact access?
Yes. Portal access can be configured with appropriate permission levels, and only designated contacts with email verification will have access.

Q6: Can both the patient and the contact have same email address?
No. Each individual should have a separate distinct working email address

Q7: I have sent the email to the patient/contact, they have clicked it but it displayed an invalid message.
To protect client data, each link has validity of 24 hours only. you may resend the Patient portal link if it displays this message.

Q8: Can't locate the correct relationship dropdown for the Contact.
Relationship dropdown can be modified on All Settings > Other : Relationships. User with sufficient access can add other relationship types in this dropdown.