eyefinity patient portal retrieve cda

by Abbigail Torp II 9 min read

Eyefinity helps optometry practices elevate patient care

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How do I manage patient portals in Eyefinity?

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 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.

Why choose Eyefinity EHR?

From the day you go live with Eyefinity EHR to the day you sell your practice, Eyefinity is listening, innovating, and improving.

What's new at Eyefinity?

Eyefinity earned four 2017 EyeVote Readers’ Choice Awards, including its’ seventh consecutive Readers’ Choice Practice Management Software Company. The exam progress bar, a new Eyefinity EHR feature, helps alleviate the stress of ensuring that every part of the exam has been documented by showing users their exam progress in real-time.

How to activate patient portal in Eyefinity?

To manually activate a patient's portal. Log in to the Eyefinity EHR web application. Navigate to the patient's chart. Click Edit Patient Data on the action bar. Click the Portal Settings tab on the left side of the screen. Select the check bubble for Yes under Patient Portal Enabled. Enter a Username for the patient.

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.

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.