Create an Invitation

Support module users can send invitations to Patient Portal users to create a new patient portal account or so they can self-register for an appointment if they do not have a patient portal account.

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.