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PatientConnect365

  • To configure your Patient Connect Portal:
    1. Log in to RevenueWell.
    2. Click on the Settings Tab.
    3. Select the Patient Connect Portal from the menu.
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    4. Here, begin configuring your settings. ⬇️
    5. Patient Connect Home Page Settings: These options help personalize the first page your patients see after logging in.
      • Include Message from the Doctor: Toggle ON to display a custom welcome or informational message from the provider on the portal homepage.
      • Include “Your Deals & Promotions”: Toggle ON to show current promotions or special offers to patients upon login.
      • Pro Tip: Use this section to reinforce patient engagement or promote seasonal services.
    6. Additional Settings: These control what patients can view and do within their portal.
      • Show financial/transaction history: When ON, patients can view their past billing and payment transactions. When OFF, they can still make payments but won’t see past balances or details.
      • Allow patients to make payments online: Toggle ON to enable patients to pay their bills directly through the portal. Note: Disabling this does NOT remove the payments link from Payment Preferences—only disables the function in the portal.
      • Allow patients to see estimated insurance balance: When ON, patients will be able to view estimated amounts that insurance is expected to cover.
      • Allow patients to see treatment history: When ON, patients can review past treatment summaries.
      • Pro Tip: Use these settings to control patient transparency and self-service options!
    7. Secure Attachment Notification: This section manages file sharing and notifications for documents shared through the portal. You will be prompted whether you want to notify the patient each time you add or change a file.
      • Patient Notification Email Preview: Shows what the patient sees when you upload a secure document to their portal.
      • Edit Message: Customize the email notification that’s sent when files are shared with patients.
    8. Forms & Documents: Click “➕ Add a File” to share forms, images, or documents directly to the patient's portal.
    9. After adjusting any of these settings, click “Save Changes” at the bottom of the page to apply them. ✅ 
  • Once you click on Preview Patient Portal, you can enter the patient portal from the patient's perspective.
    Explore the pages of the patient portal below. ⬇️
    1. On the patient's Home page, the patient will see:
      • A greeting,
        Hi {Patient Name}, Welcome to Patient Connect, your online account management center for {Office Name}.
      • Any scheduled appointments.
      • A notice if they are overdue for an appointment.
      • The "Request an Appointment" button.
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    2. From My Appointments, patients can see: 
      • A notice if they are overdue for an appointment.
      • Scheduling Upcoming Appointments.
      • Appointment History (Date, Time, Patient Name).
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    3. This page allows patients to upload files to share with the office.

      By clicking Upload File patient can choose a file to upload, name the file, and provide a description. Additionally, they can choose if they need to notify the office of the file being uploaded.
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    4. Where patients can see the Forms & Documents the practice has uploaded. 
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    5. Clicking on this page will simply redirect patients to write a review.
    6. From the Refer a Friend page, patients can see:
      1. Any active referral incentives.
      2. A form with the following fields - 
        1. First Name
        2. Last Name
        3. Email
      3. A field allowing them to write a personal message to invite their friends to the office. 
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    7. Communication Preferences allows patients to edit their communication preferences by checking the box next to the email and text communications they would like to enable. 
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    8. This page allows patients to change their password by entering their current password and then entering and verifying a new password. 
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    9. The Contact Us page gives the patient all of the practice information, including: 
      • Map 
      • Address
      • Phone
      • Fax 
      • Website
      • Email
      • Office Hours
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  • PatientConnect365 provides an online portal for patients to view their information, complete forms, make online payments, and more! Dive into our FAQs below! ⬇️

    How does the invite work? Can I edit the invite to enroll?

    If the RevenueWell Welcome Letter is enabled, patients with an email address on file will receive an invitation to join PatientConnect365 when their RevenueWell account is first activated. New email addresses added to patient profiles will also trigger this invitation.

    • To edit Welcome Letter settings: go to Settings > Patient Enrollment

    • To manually invite a patient: open their RevenueWell patient profile and click Send Invitation to Enroll.

    How does a patient enroll?

    When a patient clicks to enroll in PatientConnect365, they will be prompted to verify their birth date and create a password. After that, the patient should be able to log in and view their information. 

    To see a sample of what patients can see in their portal, or to edit that information, click on the Settings tab and "Patient Connect Portal." 
    Can patients view pending treatment plans in PatientConnect365?

    No. Pending treatment plans are not visible in the patient portal.
    Why might a patient get an error when trying to log in?

    The most common issue is sharing email addresses. Each adult patient must have a unique email. Only responsible parties and their dependents (under 18) can share an email address.
    How do I update what patients see in the portal?

    To edit patient portal content, go to Settings > Patient Connect Portal. Click Preview Patient Portal to see what patients will see. These changes will apply to all patient accounts. 
    What can family members see in each other’s accounts?

    Access depends on account role and age:

    • Responsible Party (e.g. parent): Can see balances for all family members. They can only view appointment and treatment history for themselves and dependents under 18. The system will prompt for the responsible party’s date of birth and then allow them to set a password. This logs them into the responsible party's account, which includes access to dependent info.

    • Other Adults (e.g. spouse, adult child): Can only see their own information.

    • Children under 18: Can only see their own information.

    These limitations are in place to comply with HIPAA patient privacy guidelines. 
    How do patients access the PatientConnect365 portal?

    Patients can log in using any of the following methods:

    1. Visit www.patientconnect365.com and log in.

    2. Click “Access My Account” from an email.

    3. Use the Patient Login link in the top right of your practice’s microsite.

    4. Use custom links or buttons placed on your website -

      • Find links under Settings > Web Links

      • Download buttons from Resources > Website Banners