How to use Patient Portal as a Patient

Patients access their portal via a link that they will receive in their appointment reminder. They log in using their surname and date of birth.

When Patient Experience is set up we will add the portal link to you automatic appointment reminders, your patients will then automatically receive their links to complete their forms online.

You can also add the patient portal merge field to any other communication as well, just add [patient.portalURL] to your templates.

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From the home page, patients can complete forms, view previously completed forms, and check-in.

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The portal can be viewed in the following languages:

• English

• French

• Italian

• Spanish

To select a language patients click the world icon and select the language they require

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Forms will be assigned either automatically as part of their reminder or manually via the user. See Requesting Forms for more details.

Patients can fill out forms on their own device through the portal by selecting the form they wish to complete. This will expand the editable form for patients to complete.

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Forms expand to an editable view. The 'Next' and 'Previous' buttons allow patients to navigate through the form.

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Once complete, patients must select 'Save'.

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The back button will navigate back to the Home Page

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Completed forms will move to 'Completed Forms'.

On the Home Page patients can view previously completed forms by selecting the form they wish to view. These forms will be at the bottom of the home page.

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