If you sent an authorization e-mail to one of your patients to set up a username and password for the client portal, there are a couple of ways to check on the status of them creating their portal account.
Checking The Client Portal Status for a Single Client/Patient
You can check the status for a single client/patient by going to your client list, finding the client, click the tools icon associated with that client and then clicking Client Login in the menu that appears.
You will now see the client log in (client portal) status dialog. At the top, it will display the clients name and an indication of the status underneath the name. The following indications may appear.
Client Login Set-Up: This is an indication that you have not sent the authorization e-mail to the patient. To begin the client portal set up for this patient, click the Send Login Authorization button. This will send them an e-mail with instructions for creating their portal account. See Activating the Client Portal for Your Patients for more information.
- Client Login Authorization Sent: This is an indication that you have e-mailed them with instructions for setting up their client portal. However, they have not yet created their account by following the link in the e-mail and creating a username/password.
- Client Login Settings: You should also see in big green text ACTIVE LOGIN ACCOUNT. This means that the client/patient has finished creating their client portal by creating a username/password so that they can now login to their account.
Checking the client portal status for multiple clients/patients at once
There is a report in Snapshot Reports (under Client/Patient reports) called Portal Status. This report will give you a list of all clients/patients that you have sent client portal emails to. Each client/patient in the list will display the email you sent the initial authorization request to, as well as the current status. The status indicators are below.
- Authorization e-mail sent: This indicates that you have sent them the e-mail (to the e-mail listed) to set up the account. However, the client/patient has not yet created their account by creating a username/passsword.
- Account username/password Created: This indicates the the client/patient has created their client portal by creating a username and password.