Quick Reference — To register for the Patient Portal in the office using a smartphone

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Important: To comply with the Children's Online Privacy Protection Act (COPPA), patients under the age of 13 cannot create self-registered Patient Portal accounts, and you cannot register or invite new Patient Portal users under the age of 13.

 

Patients and family members can sign up for the Patient Portal as part of the check-in process, as long as they have an email address and a smartphone (iPhone or Android device).

Note: This option is available only when registering for the Patient Portal; you cannot use a patient's smartphone to register for the Patient Information Center.

 

 

Important: When you start the mobile registration process, advise patients that they must complete their registration and create a new password within 6 hours or the temporary password will expire.

  1. On the Quickview or Check-in page, scroll down to the Contact Details & People with Portal Access section and click Add Contact Person and Grant Portal Access.
    The Add contact window opens.
  2. Click The Patient or Not the Patient to indicate whether the Patient Portal or PIC account owner is the patient or another person (a family member or caregiver, for example). If the patient already has a Patient Portal account, these options do not appear; the new contact that you are creating is assumed to be "not the patient."
    Note: If your practice does not use family access, the Not the Patient option does not appear.
  3. You can click Pre-fill fields using the chart contact details to fill in fields — such as address and phone number fields — that exist already in the patient chart. This option is especially useful for parents and guardians of minor children.
  4. After you enter all required contact information, click Save and Go To Portal Registration.
    The Choose Portal Registration Method window opens.
  5. Click Register With Smartphone.
    After you click this button, athenaOne:
    • Sends a text message to the mobile phone number with a secure link to access the Patient Portal.
    • Generates a temporary password on your computer.
  6. Write down the temporary password and give it to the patient or family member.
    Note: The temporary password that you generate for smartphone registration is valid for 6 hours.

 

  1. When you receive the text message, open it and then tap the link to the Patient Portal in the text message.
  2. On the Patient Portal page, tap .
  3. Enter your email address and the temporary password given to you by the practice staff and then tap Log In.
  4. On the Security update page, tap Continue.
    The Choose your security option page appears.
    Note: For detailed instructions about creating your Patient Portal account, see To create a new Patient Portal account from a notification email. The steps are summarized here.
  5. Select your security option and then verify access to your patient record.
  6. Create a permanent Patient Portal password. Enter the temporary password in the Current password field and then enter your permanent password in the New password fields.
    This password must be 8-20 characters long and must have at least one uppercase letter, one lowercase letter, and one number or symbol.
  7. On the All set page, tap Continue.
    The mobile Patient Portal home page appears. You are now registered for the Patient Portal.