Portal User Accounts for Online Booking

When someone books for the first time online, they must set up a user account. A portal user account allows someone to log in, book online and manage their appointments. However, sometimes users will need the ability to allow family members (e.g. a Guardian or Parent) to manage appointments on their behalf (e.g. a Dependent or Child). User Accounts will allow you to do this.

Existing Patients in your clinic have Patient profiles. When an existing Patient books online for the first time and creates a portal user account, they appear on your dashboard under New Portal Accounts Registrations. It's important to merge them with an existing Patient profile. If you don't, you will have duplicate Patient profiles.

1. Log in as the Admin or Practitioner.
2. Click Patients in the main navigation.
3. Click on the Patient's name for who you wish to invite users to manage appointments.
4. Click on Portal Accounts.
5. Click the Add User.
6. Add Email.
7. The intended recipient will receive an email to create a new account or log in to an existing account to accept the invitation to create that connection.
8. Click on the Black Triangle to either Resend the invitation, send Link directly from your email, or Delete the invitation.

Important Note: Sometimes, merging a new user account with an existing Patient profile is essential. Not merging similar profiles will often result in duplicate profiles. Remember that Patients cannot book appointments online without creating an account. However, if they prefer to avoid making an account online, the clinic can add them and book appointments manually in Noterro instead.