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

athenaCommunicator

 

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.

 

You can use the Quick Registration functionality to allow patients and their family members to sign up for the Patient Portal from athenaOne.

 

Important: If a patient's family member is creating a Patient Portal account (for example, the parent of a young child), do not enter the family member's email address in the Portal email field for the patient. If the patient does not have an email address, select the No email option.

 

To start the Quick Registration process:

  1. On the Quickview or Check-in page, scroll down to the Contact List & 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 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. Contact person is the patient's — Specify the relationship of the new contact to the patient by selecting an option from the menu, for example, Mother, Spouse, Child, Grandparent, or Caretaker.
  5. Email — Enter the email address for the patient or contact. You must enter an email address to create a Patient Portal account.
  6. Legal first name — Enter the legal first name of the patient or contact.
  7. Legal last name — Enter the legal last name of the patient or contact.
  8. Contact type — Select Portal Access or NO portal Access.
  9. The following field appears when you select Portal Access:
    Portal & messaging access level — Select Full Access or Billing Only.
    • Full Access — Patient Portal user has full access to a patient record that is not his own. Full access is used in a family access scenario, such as when a mother has a Patient Portal account and accesses her child's patient record. (The Patient Portal user does not need to be a patient at your practice.)
    • Billing Only — Patient Portal user has billing-only access to a patient record that is not her own. A Patient Portal user with billing-only access can see only billing information, not health information. An example of this type of access is when a parent is the Patient Portal user with billing-only access to the patient record of a 20-year-old child.
  10. Mobile phone — Enter the mobile phone number of the patient or contact, or select the No mobile phone option.
  11. Home phone — If you entered a mobile phone number, this field defaults to Same as mobile, but you can enter a different home phone number in this field.
    Note: If you selected the No mobile phone option in the Mobile phone field, you must enter a phone number in the Home phone field.
  12. Work phone — You can enter a work phone number in this field, if you choose.
  13. Address line 1 — Enter the first line of the contact's address. If you need a second line, use the Address line 2 field.
  14. Zip — Enter the contact's 5-digit ZIP code. The ZIP code populates the City and State fields from the athenahealth ZIP code database. (If you find an error, please contact the CSC by selecting Support > Create Case or Call in the Main Menu.)
  15. City — Enter the contact's city.
  16. State — Enter the contact's state.
    Note: You can click the Verify address option below the State field to validate the address that you entered (you must first enter the address and either the ZIP code or the city and state).
  17. After you enter all required contact information, click Save and Go To Portal Registration.
    The Choose Portal Registration Method window opens.
  18. Click Register With This Computer.
    A message appears about your responsibility for verifying the patient's or family member's identity.
  19. Click Continue.
  20. You are logged out of athenaOne, and the Create new password page appears.
  21. Allow the patient or family member to use the device that the practice user was using.
    1. The patient or family member confirms the email address and types in a Patient Portal password on the Create new password page. This password must be 8-20 characters long and must have at least one uppercase letter, one lowercase letter, and one number or symbol.
    2. The patient or family member checks the box to accept the Terms and Conditions and the Privacy Policy and then clicks Create account.
      The Patient Portal home page appears.
  22. When the patient or family member signs out of the Patient Portal, the athenaOne login page appears.
  23. You log back in to athenaOne and are returned to the Check-in workflow.