Skip to content
English
Sign in
Contact us
  • There are no suggestions because the search field is empty.

A Patient's Guide to Completing Documentation Through the Patient Portal

In this article, we provide a brief step-by-step guide for how to complete documentation through the Opus patient portal.

Step 1: Check Your Email

  • You will receive an email from Opus Team. This email contains a button to access the patient portal. Ensure to check your inbox, including spam or junk folders, for this email.

Step 2: Click on the Access Patient Portal Button

  • Open the email received from Opus Team and locate the button labeled "Access Patient Portal".
  • Click on the "Access Patient Portal" button. This action will redirect you to the Opus patient portal login page.

email sent to patient inviting them to access to patient portal. There is a green button with text "Access Patient Portal"

Step 3: Navigate to the Home Screen

  • After logging in successfully, you'll be directed to the home screen of the patient portal.
  • Look for a section labeled "My Pending Documents". This is where you can find documents that require your attention.

Patient portal picture. Currently on the dashboard tab with greeting. The dashboard also shows the pending documents available for completion for the patient

Step 4: View Pending Documents

  • In the "Pending Documents" section, you'll see a list of documents that are awaiting completion or review.
  • Click on 'start' next to the document you wish to complete or review. This will open the document for viewing and/or editing.

picture of the patient portal on the dashboard with a black box highlighting the start button

Step 5: Complete the Document

  • Fill out the document with the required information. Depending on the document, you may need to input personal details, medical history, consent information, etc.
  • Ensure to review the document thoroughly before submission to avoid any errors or omissions.

Patient Portal on Documents Tab. Image shows a document / assessment that the client will need to complete

Step 8: Submit the Document

  • After completing the document, look for a button labeled "Complete and Submit".
  • Click on the "Complete and Submit" button to finalize the document.

Patient Portal on the documents tab. Image shows the form / assessment that is already completed. red box encircling the "Complete and Submit" button

Step 9: Confirmation

  • Once the document is successfully submitted, you may receive a confirmation message or notification acknowledging the completion of the document.
  • You can revisit the patient portal at any time to track the status of submitted documents or to complete any remaining tasks.

Image pop out "Document Completed" with an Ok confirmation button