Resource Center

Patient Portal - User Guide

Dashboard View

On choosing the practice, you will land in “Dashboard” view of the patient portal, which will have the following sections

  1. Top Menu (Settings)
  2. Main Menu (Sections)
  3. Quick Menu (Frequently Used Actions)
  4. Timeline
  5. Announcements
  6. Current Medications

Top Menu (Settings)

Top Menu has four actions

  • Practice Details
  • Settings
  • Lock Screen
  • Patient & Practice Switch
Top Menu

Practice Details

On clicking the "Practice Details" icon, you will be shown the following page, which will show the facility details, provider details and other useful information about the practice.
Practice Details


Allows you to disable/enable the available sections based on your view preferences. Based on this selection, the sections shown in the left hand side menu will get changed. Sections that are used to communicate with the practice cannot be hidden/disabled.

Lock Screen

Lock Screen allows you to lock the screen when you are away from your work. You can provide your password to unlock and continue using it.
Lock Screen

Patient & Practice Switch

  • When you click on your photo at the top-right corner of the page, you will find the option switch patient and practice.
  • Select the patient to switch and then select the practice listed under 'Switch Practice' option.
  • Now, you will be redirected to the dashboard view of the selected patient and practice.
    Switch Practice

Main Menu (Sections)

Main Menu is divided into two sections, viz.,

  • Practice Communication (Top portion of the menu)
  • Personal and Wellness Section

The section that is currently selected is highlighted in Orange color and besides each item, the number of unread entries will be shown.
Main Menu

Quick Menu (Frequently Used Actions)

Quick Menu has action links that are frequently used for practice communication. This can be invoked irrespective of the current section you are in.
Quick Menu

  • Online Store
  • Send Message
  • Request Appointment

Send Message to Providers

Patient portal enables you to securely communicate with your provider. You can quickly compose a message to your provider using the "Send" option.
Compose Message

Request Appointment

Use this quick menu to schedule an appointment with your provider. The appointment request page lists all the providers in your practice. Choose the provider with whom you would like to schedule an appontment. Fill the date and time and click the 'Request' button.
Request Appointment


Timeline is a new way of presenting your practice interactions based on the timeframe in which events occurred. It gives you a historical snapshot of all your practice interactions in one single convenient location.

Details View
Appointment View


This section shows all the important announcements you received from your practice.

Details View
Announements Details

Current Medications

This section shows the list of all your current medications.
Current Medications