How to Activate Your Patient Portal

Directions to activate and set up your patient portal.

How to Set Up the Portal

  • Go to the section of the left-hand menu titled 'Patients (Pro)' 
  • Find the section that says 'Enable Patient Portal' and toggle that on. 
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  • Choose your subdomain.
    The subdomain will be your practice's unique URL for your patient portal. 
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Numbers, spaces, and uppercase letters will cause an error and your subdomain URL will not work.

  • Save your settings

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