Configure Patient Portal
The Patient Portal is a website where patients may book an appointment when they receive self-booking links. The Patient Portal also features other patient facing services, which are detailed below.
Contact page​
You can customise what contact information to make available on the Patient Portal.
In the user management portal
Select your organisation
Scroll down to the Patient Facing Services section. There you will find a sub-section for the Practice Contact Details.
Enter the contact information you wish your patients to have available. All fields are optional; however, we do advise supplying at least means to contact the organisation.
You may preview how the information will display to a patient by clicking on the Preview Patient Contact Page link.
Patient Tasks​
Patient tasks may display to a patient when they visit the patient portal. Tasks are derived from matches against any of the clinical rules that are in effect for your organisation.
An example of how tasks display to a patient is show below. Patients are shown only the tasks that apply to the individual, the relevant status, and are given instructions. These instructions can be set by the practice.
To configure patient tasks in the user management portal:
Select your organisation
Scroll down to the Patient Facing Services section. There you will find a sub-section for the Patient Tasks.
The task categories that may display to the patient are shown in the Task Categories column (visible in image above). You may turn any of these off to prevent the tasks for that category being visible to your patients.
You can define what instructions will display to your patients for each task category. To do so
Select the task category
Enter your preferred instruction text into the text boxes shown below each status label.
The default text that will be displayed per status is visible in grey when the text areas are empty.
Turn off Patient Tasks​
You may also turn off the display of patient tasks altogether by toggling the feature on or off.