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Kareo Help Center

Invite Patient to Patient Portal

Updated: 01/14/2020
Views: 7713

The Patient Portal is a function provided to comply with MIPS and Medicaid Promoting Interoperability (formerly known as Meaningful Use). Patients who are activated can view their problems, allergies, medications, lab results and vital signs. They can also manage their accounts, message their providers, and authorize access for a guest to view their account. Once a patient has been activated, he or she will receive an invitation email with instructions to register.

Once a patient is activated, providers can securely send and receive messages using the Patient Message function at the top taskbar of the patient chart.

 

Access Patient Portal

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
  3. Click Demographics. The Demographics page opens.
  4. Click the Patient Portal tab. The Patient Portal page opens.
Platform_Patients_Demographics.png

Invite Patient to Patient Portal

  1. Click to select "Activate Account".
  2. When available, the patient's email from their Profile will populate. Otherwise, enter the patient's email address and click Invite.
  3. The status changes as follows:
    • Activated on:
      • A Pending status indicates the invitation email is in the queue to be sent from Kareo Clinical.
      • A Sent status indicates the email has been sent. A date displays when the patient has accepted the invitation.
    • Patient Registered on: A Pending status indicates the patient has not yet completed the activation. A date displays when the patient has registered.
    • Last Log in on: A date indicates the last time the patient has accessed Patient Portal. A never status would mean the patient has not yet accessed Patient Portal.
Patient_Portal_Invite.png

Patient Portal View

Patients can log into portal.kareo.com to view their problems, allergies, medications, lab results, and vital signs. They can also manage their accounts, message their providers, and authorize access for a guest to view their account.

Patient_Portal_HealthRecord.png

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