How do I change what the patient sees on the patient connect portal?

To change any information in the Patient Connect Portal, click on the "Patient Connect Portal" section under the Settings tab.

Here, you can:

- Click "Preview Patient Portal" to view a sample of what patients see in their portal.

- Include a message from the doctor(s) to personalize your portal. This message will appear at the top of the home tab of the patient connect portal.

- Include a deal/promotion that you may be running. This will appear on the bottom of the home tab of the patient connect portal.

- Select if you want patients to see their financial/transaction history (any payments they have made), their estimated insurance balance, treatment history (any codes that have been performed), or if you want them to be able to make a payment via credit card. 

- Add any pertinent forms or documents. 

Note, these changes will apply to ALL patients' accounts.