Portal Setup
The patient portal Setup page in patient demographics helps set up the patient’s portal credentials, along with CCDA restriction setup and CCR report availability.
Portal Setup Screen
Patient Portal Setup
| Field | Description |
| Portal Accessed By | Patient/Authorized Representative |
| Username | By default, the patient’s email ID will be populated. |
| Password | Either provide a password or use the generate password option. |
| Request a Restriction | Choose this to restrict CCDA information from displaying on the patient portal. |
| Restriction Note | To add additional context for the restrictions. |
| Show CCR Report | Select this to show CCR report on patient portal |