How to Search a Patient Portal User?

Settings > Practice > Patient Portal User

Patient Portal User – Tab

In order to search for a user:

  • Click on the User radio button from the Search By option.
  • Depending upon the need, you can also specify your search on the basis of User’s:
    1. Name
    2. Username
    3. Email
    4. Status(Active/Inactive)
  • Once you are done, click on the Search button from the top.
User List
  • The searched results are displayed below as a list.
  • Select the desired Patient from the list by clicking on the patient name.

NOTE:
The Attached Patients column shows those patients that are attached with the specific patient portal user.