Enrolling Patients in the Portal

Q: Enroll a Patient in the Portal

Go to Tools > Patient Portal > Add/Edit Patient/Alternative Enter patient search criteria and click Search Select the patient and click OK The ‘Patient Portal Access’ dialog will display The email address will automatically populate with the email saved in demographics. The email address can be changed if the patient would like it to be sent to another one. Click "Send Invite" Once the invite is sent, the status will update to ‘Pending’ An email will be sent to the patient from My Sevocity Healthlink with the subject of Patient Portal Registration

Q: Enroll a Patient-Authorized Representative in the Portal

Go to Tools > Patient Portal > Add/Edit Patient/Alternative Enter patient search criteria and click Search Select the patient and click OK The ‘Patient Portal Access’ dialog will display Enter the email address for the alternate contact. Click "Send Invite" Once the invite is sent, the status will update to ‘Pending’ An email will be sent to the alternate contact from My Sevocity Healthlink with the subject of Patient Portal Registration

Q: Tasks Associated with Patient Portal Accounts

Revoke Access and Delete Account Go to Tools > Patient Portal > Edit Patient/Alternate Enter patient search criteria and click Search Select the patient and click OK Under the email address two buttons will appear, 'Revoke Access' and 'Delete Account' If Revoke Access is selected, the patient portal account will be revoked meaning that the patient will not be able to login to the account, but all the account information will remain in place, and the action can be undone. A red flag displays for patients whose patient portal access has been revoked. If Delete Account is selected, the patient’s portal account will be deleted, but all associated events and messages will remain for auditing purposes. This option should only be used if the patient cannot access their account due to a forgotten username, as usernames cannot be recovered. Once deleted, the patient’s status will reset to Not Invited, and a new portal account can be created.

Updated July 9, 2026 2 minute read

Patients must have a patient portal account before any communication can be exchanged through the portal. Patients can also authorize a representative to access their health information on their behalf, including access to the patient portal.

Enroll a Patient in the Portal

Go to Tools > Patient Portal > Add/Edit Patient/Alternative
Enter patient search criteria and click Search
Select the patient and click OK
The ‘Patient Portal Access’ dialog will display
The email address will automatically populate with the email saved in demographics. The email address can be changed if the patient would like it to be sent to another one.
Click “Send Invite”
Once the invite is sent, the status will update to ‘Pending’
An email will be sent to the patient from My Sevocity Healthlink with the subject of Patient Portal Registration

Enroll a Patient-Authorized Representative in the Portal

Go to Tools > Patient Portal > Add/Edit Patient/Alternative
Enter patient search criteria and click Search
Select the patient and click OK
The ‘Patient Portal Access’ dialog will display
Enter the email address for the alternate contact.
Click “Send Invite“
Once the invite is sent, the status will update to ‘Pending’
An email will be sent to the alternate contact from My Sevocity Healthlink with the subject of Patient Portal Registration

How Do I Know a Patient is Enrolled in the Portal?

Once the patient has completed enrollment! The status in Sevocity will update to ‘Enrolled‘

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

Tasks Associated with Patient Portal Accounts

Revoke Access and Delete Account

Go to Tools > Patient Portal > Edit Patient/Alternate
Enter patient search criteria and click Search
Select the patient and click OK
Under the email address two buttons will appear, ‘Revoke Access‘ and ‘Delete Account‘
1. If Revoke Access is selected, the patient portal account will be revoked meaning that the patient will not be able to login to the account, but all the account information will remain in place, and the action can be undone. A red flag displays for patients whose patient portal access has been revoked.
2. If Delete Account is selected, the patient’s portal account will be deleted, but all associated events and messages will remain for auditing purposes. This option should only be used if the patient cannot access their account due to a forgotten username, as usernames cannot be recovered. Once deleted, the patient’s status will reset to Not Invited, and a new portal account can be created.

What’s Next?

Patient Portal API