Users can send patients the link to their online portal via email campaigns. There is a special type of email campaign called the 'Patient Portal Welcome Email', which is set up to be automatically sent to patients immediately after the user creates their accounts.
Navigate to the System Menu > select Patient Engagement.
- Select the Operations tab.
- Click on the three-dotted menu for the Patient Portal Welcome Email line item to modify the campaign.
- On the drop-down menu, you can View or Edit the Campaign.
| Note: You can also attach the Patient Portal link in appointment reminder campaigns for patients to complete pending information before check-in. |
Click here to learn how to create campaigns.
Practices can use this simple guide to learn how to send the Patient Portal link via an Email Campaign to patients.