eyefinity patient portal

by Mr. Brandt Johnson DVM 7 min read

Eyefinity helps optometry practices elevate patient care

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How does Eyefinity EHR integrate with a patient portal?

Practice administrators can set Eyefinity EHR to automatically activate patient portals when visits or nonvisit orders are created. When a patient portal is enabled, Eyefinity EHR assigns a username to the patient and sends the username and login instructions to the email address listed in the patient's record.

How do I activate a patient portal?

The patient's portal must be activated before the patient can log into the portal and view the their record. Patient portal access is managed using the Eyefinity EHR web application. Practice administrators can set Eyefinity EHR to automatically activate patient portals when visits or nonvisit orders are created.

How long does a patient have to log in to their portal?

The patient has 72 hours to log in to their portal for the first time using the instructions provided in their email. If the patient does not log in to their portal within 72 hours, they can use the "forgot password" link on the login page to gain access to their portal. Log in to the Eyefinity EHR web application.

How do patients log in to their EHR portal?

Log in to the Eyefinity EHR web application. Navigate to the patient's chart. Locate the Patient Portal entry in the header and click Inactive. A confirmation window appears, explaining that login instructions will be sent to the patient's email address as shown. The patient will log in to their portal using the username specified in this window.

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How does Eyefinity EHR work?

When a patient portal is enabled, Eyefinity EHR assigns a username to the patient and sends the username and login instructions to the email address listed in the patient's record. When the patient logs in for the first time, they confirm their identity by entering their date of birth and last name, and then they create a password.

Why is it important to have a patient portal?

Enabling patient portals automatically saves your staff time; however, it makes it especially important that staff verify the patient's email address and date of birth at the time of scheduling. For example, if a patient recently turned 18, it may be time to change the email address from the parent's to the patient's own email.

What is a confirmation window?

A confirmation window appears, explaining that login instructions will be sent to the patient's email address as shown. The patient will log in to their portal using the username specified in this window.

How to change a patient representative password?

Click the Patient Representative Portal tab on the left side of the screen. Select the check bubble for Yes under Representative Account Enabled. Enter the Last Name and First Name of the representative. Enter a Username for the representative. Click Change Representative Password.

What happens if a patient does not have an email address?

If the patient does not have an email address, practice staff can set an initial password and provide login instructions to the patient.

Where is the Portal Settings tab?

Click the Portal Settings tab on the left side of the screen.

Can you reset a patient's password when they log in?

If you left Reset Password Upon Next Login defaulted to Yes, they will be prompted to change their password when they log in for the first time.

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