Search for Patient Portal Users

When a patient portal user contacts you for assistance, verify their identity using your organization's policies and procedures. After you verify their identity, you can search for them to access the items you can help them with.

To search for patient portal users:

1. Access the Support module.
2. Select one of the following filters from the Filter Type list:
   1. Name and Date of Birth
   2. EHR Email
   3. Phone Number
3. Enter the applicable information from the patient portal user.
4. Select Search. Matching results are displayed.
5. Select the user.