Give a patient access to their portal
Patients see the shared parts of their record, their care plan sheets, invoices and journal through an emailed magic link. No password.
Where to find it: Patient → Communication → Copy Patient Portal Link
Steps
- Open the patient's Communication tab and use “Copy Patient Portal Link”, or let the portal email it.
- The patient signs in with that emailed magic link. There is no password.
- The first time a link is opened on a new device, the patient is also asked for a 6-digit code sent to the email address on their record. That browser is then remembered for 30 days.
- The portal shows the shared parts of their record. Each care plan sheet, current and earlier, has a “Download / print this sheet” button. The portal also lists the patient's invoices and a Documents section with the agreements they accepted, the forms they submitted and the leaflets attached to their care plans.
Good to know
The code always goes to the patient's email, never to the practitioner, also for links you copy yourself. Which sections patients see is set under Account & Settings → Patient Portal.
Related guides
These guides describe the portal as it works today. They are product help, not clinical guidance.