View Patient Portal User Information

After you search for a Patient Portal user and verify their identity, you can select the record to view additional information.

1. The Details tab contains the following information:
   • Name
   • Date of birth
   • Patient ID
   • Medical record number (MRN)
   • The date the profile was last viewed
   • Whether the patient has a Patient Portal account

   The Details tab contains the Patient Portal user's contact information including the EHR email address, mobile phone, home phone, and work phone. The EHR Email Address is an email address saved in the EHR database and may be different from the Patient Portal user's primary email address.

   The Invitations tab contains a list of invitations that have been sent to the patient from the Patient Portal.

   • Short URL Code: The unique invitation code applied to the end of the URL to create the unique invitation link.
   • Workflow: The workflow that the invitation was for. For example, self-registration or Patient Portal Account Creation.
   • Issued Date: The date and time the invitation was sent.
   • Expiration Date: The date and time the invitation expired or will expire, if the date is in the future. Invitations are valid for one month by default, but this can be configured depending on your organization's preferences.
   • Last Used: The date and time the invitation was accessed.
   • Active: Whether the invitation is active. If the expiration date has passed or if you have revoked the invitation, this column is No.
   • Status: Whether the invitation is expired or unexpired. If the expiration date has not passed, the status is unexpired.
   • Action: For active invitations, you can select whether to re-create or revoke an invitation.

   The Proxy Relationships tab contains information about anyone the person is an authorized representative for.