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.

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 portal account
The Contact section contains the Patient Portal user's contact information including the EHR email address, mobile phone, home phone, and work phone.

Note:

The EHR email address is an email address saved in the EHR, and may be different from the Patient Portal user's primary email address.

The Proxy Relationships section contains information about anyone the person is an authorized representative for. For example, children could be listed under a parent's account.

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

  • Invitation Created For: The person the invitation was created for. If a user is an authorized representative, the invitation could be to create a portal account for another person.
  • Unique 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. Currently, Self-registration and Patient Portal Account Creation are available.
  • 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.
  • Last Used Date: If the patient portal user accessed the invitation, this date and time indicates when 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 an invitation, revoke an invitation, or show the link. You can copy the link and send it to the patient portal user if needed.