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      Linking Portal Users to Client Chart

      This walkthrough will show you how to link a family portal user to an active client chart in the EMR.

      The Family Portal is a powerful tool to obtain important client documents during the application, admissions and discharge process. In order to manage the Family Portal, you will need the Family Portal Permission, if you do not have this permission contact your Rehab Admin and they can add it for you.

       

         

        1. Navigate to the "System Settings" tab.

         

        2. Then the " Family Portal" tab.

         

        3. Once in the Family Portal tab, click on "+ Add Portal User".

         

        4. Input the User's information and choose the Role for the Family Portal User. Ensure all information is accurate.

        • Participant: Use this role if the Family Portal User is the Client themselves
        • Family Member: Use this role if the User is a Family Member of the Client
        • Consultant: Use this role if the User is any other person (e.g. Parole Officer)

         

        5. Link the Family Portal User by either selecting "Link Clients" or "Link Prospects".

        • Use "Link Clients" to link to Active Client Charts (Already Admitted)

        • Use "Link Prospects" to link to Prospective Clients (Has not yet been Converted to Client)

         

        6. Find the client you want to link to the portal and click on "+ Add Client".

         

        7. Then click "Create". This will send a welcome email to the new portal user. They will be prompted to setup their username and password in order to login to the portal.

         

        8. You will get a green "Success" pop up in the top right corner of your screen. You can then click on "All Accounts" and find the Client that you just linked.

         

        🎉🎉 All done!