Create a Workflow Invitation

Administrative Console users with Support module permissions can send invitations to Patient Portal users for items like creating Patient Portal accounts.

To create an invitation:

1. Select Create Invitation. The Create Invitation dialog box is displayed.
2. From the Workflow list, select the type of workflow you want to invite them to.
3. Select the person from the Create Invitation For list. If the Patient Portal user is a proxy for additional users, those users are displayed in the Create Invitation For list.
4. Select Create.