Helping Patients Login to Patient Portal or Appointment Booking Portal
Your patients will need to set up a username and password to access their Patient Portal and also when they want to book appointments through our New Appointment Portal.
A. Patient Portal Access Through Email
zHealth's Login and Intake Form automated email contains a link to the Patient Portal that will allow patients, who have not created an account yet, to create a username and password. The patient portal link provided in the email will remain valid even after your patients create their username and password. So they can always come back for reference and access the patient portal link from the email.
If you’re trying to help a patient who is having trouble logging in to the Patient Portal or Appointment Booking account, here are some tips on how to help them.
1. Check that they have a username
Go to the Patient's Chart and check if there is a username on file for them. They will only have a username if they have previously set up their account in the Patient Portal during new patient intake paperwork. They might just need a reminder of their username.
If they’ve forgotten their username as well as password, you can send them an email or text message to tell them about their username.
a. Provide the username to the patient ask them to click on the 'Forgot Password' option in the Patient Portal. Once they enter the username and click "Submit", our system will send an email with a Reset Password link to the patient's registered email address.
b. Provide the username to the patient ask them to click on the 'Forgot Password' option when they try to complete an appointment booking. Once they enter the username and click "Reset Password", our system will send an email with a Reset Password link to the patient's registered email address.
Note that you cannot create usernames or passwords on behalf of the patients. They must click the link in the Password Reset Email to reset their usernames or passwords.
2. Check if they have duplicate profiles
Sometimes patients end up creating a duplicate profile in the system and, when they log in, they don’t see their details. If this happens, search for the patient, see if there is a duplicate profile and, if there is, merge the two profiles.
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