Set a Patient's Username & Password


 Quick Links:

Video that covers how to onboard a patient
Set a Username or Password


Onboard a Patient - Video



Set a Username or Password

1. Click Patients in the top navigation bar. 

2. Find the patient from the patient list.

3. Click Actions to the right of the patient's name. 

4. Select Edit from the drop-down menu. 

5. Scroll to the username field and set the username to match the patient's email. 

4. Scroll to the bottom of the profile to locate the Password and Password Confirmation fields. 

5. Enter a temporary password into the Password field.

Note: Passwords to be at least 8 characters long. They must contain upper, lower, and numeric characters. Special characters are allowed. A password is valid for 90 days, and users may not reuse any of the previous 6 passwords.

6. Re-enter the temporary password into the Password Confirmation field. 

10. Click Save

11. Provide the Patient with their username and the one-time temporary password. 

12. Instruct the Patient that upon using the one-time temporary password, they will be instructed to select a new password.

13. To do so, the Patient will be prompted to enter the one-time temporary password into the Current Password Field and enter their new password into New Password and Confirm New Password fields.