Enrolling Patients in the Portal

1. Go to Tools > Patient Portal > Add Patient/Alternate
2. Enter patient search criteria and click Search
3. Select the patient and click OK
4. Select the Add to Portal checkbox
5. Create a Login Name for the patient
   1. Login Name must be unique to all Sevocity patient portal accounts. If the Login Name is already in use, the user will be prompted to select another upon saving
6. Click Generate Password
7. Click OK to add the patient to the portal

Prior to creating a patient portal account for a patient-authorized representative, the representative must exist as an alternate contact in the patient’s chart. See Contacts

1. Go to Tools > Patient Portal > Add Patient/Alternate
2. Enter patient search criteria and click Search
3. Select the patient and click OK
4. Select the Add to Portal checkbox for the Alternate Contact
5. Create a Login Name for the patient-authorized representative
   1. Login Name must be unique to all Sevocity patient portal accounts. If the Login Name is already in use, the user will be prompted to select another upon saving
6. Click Generate Password
7. Click OK to add the patient-authorized representative to the portal

Upon adding the patient or patient-authorized representative to the portal, a welcome letter PDF will be generated that contains the credentials required to log in to the portal. Provide this document to the portal account holder.

Note

If the patient’s Preferred Language is Spanish or Spanish; Castilian in the patient demographics, the welcome letter will be generated in Spanish

Patients enrolled in the portal are identified with a purple flag indicator (). This indicator displays on the chart header, on the Active Charts list, and in patient search results.

Running the Patient Portal Report generates a list of all patients enrolled in the portal.

Patient Portal API

Patient Portal Report