How portal accounts work
Patients create their own account on first sign-in, and you can see their status on the card.
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The patient clicks Sign in on your booking page, or opens your portal link.
They enter their email and click Continue with email.
They enter the six-digit code, or click the link in the email.
If the email matches an existing patient, the account links to their record. Staff can see portal status on the card, under Portal Access, and can create or delete an account there.
Up next
Next, read Let patients upload documents and photos.