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.