IO: Setting up Patient Portal Accounts

This article applies to Valant IO

Option 1: Express Validation (Recommended)

  1. Click on Persons and Institutions | Patients
  2. Find and open the profile of the patient
  3. Click on the Portal tab of the user profile
  4. Click on Setup Account | Express Validation
  5. In the new window, make sure to enter the patient’s email address and click Generate
  6. If patients are present, share the code and open the URL so they can complete the process. If patients are not present, share the code and send the URL by clicking Send Email

Option 2: Email Validation

  1. Click on Persons and Institutions | Patients
  2. Find and open the profile of the patient
  3. Click on the Portal tab of the user profile
  4. Click on Setup Account | Email Validation | Send Email with Link

After the user has completed the process

  1. Go to the Dashboard and click on Portal accounts needing verification
  2. Find and open the profile of the patient
  3. Click on the Portal tab of the user profile
  4. Click on Setup Account | Email Validation | Validate Account

The options for allowing the patient to initiate Secure Messages, receive Patient Statements, and view their Balances are dependent of the practice account configuration.

Notes

  • The Patient has 7 days to setup their account or the link will expire
  • The password must be at least 6 characters long, contain 1 lower case letter, and 1 number or non-alphabetic character (Example: #$%^&*?@)
  • A final account verification is still required by the provider before additional information is available via the Patient Portal

Warning

 the patient is having trouble accessing their account, it is best to reset their password rather than re-initiating their account. Re-initiating their account, will orphan their existing account permanently. It will be impossible to re-associate the old portal with the account in the EMR. 

Patient Portal end-user experience.pdf

Was this article helpful?

header-top-left-border Created with Sketch.
header-top-right-border Created with Sketch.