The Patient Tab > The Patient Summary > Patient Communication > Generate a Patient Portal Invitation

Generate a Patient Portal Invitation

1 View a patient’s summary; for instructions, see Accessing a Patient Summary.

2 Click Patient Communication > Patient Portal Link > Send Invitation.

3 Click one of the following to indicate who the invitation is for:

Patient. Use this option when the patient will establish a MyQuest account.

Authorized Representative. Use this option when the patient’s authorized representative will establish a MyQuest account.

Note: Patients under 13 years old must have their accounts set up by an authorized representative, and patients between 13 and 18 years have the option of setting up their own accounts or having their authorized representative set up an account.

4 Do one of the following:

Print the Invitation letter. Click Print Invitation.

Email the Invitation letter to the patient. Click Email Invitation to and then type the patient or authorized representative’s email address.

5 Click Continue.

6 If you select the print option, use your browser's print functionality to print the letter.

Caution! The patient’s identity should be verified prior to providing them with a PIN. Whomever you give the PIN to will be able to receive patient health data that you send from that patient’s Care360 EHR record.

7 If you want the patient to have a copy of their office summary available upon registering for their MyQuest account, continue with Create a Patient Summary.

Caution! If you do not send the patient a copy of their office summary at this time, it can negatively impact your Meaningful Use metrics.