Grant Patients Access to Accounts

Patients need to be granted access to their PatientAccess account. This allows them to perform any of the following:

  • View and confirm appointments.
  • Update personal information, including contact and address details.
  • View medical information, including problems, alerts, allergies, and medications.
  • Change their user names, passwords, and security questions.
  • View contact information and frequently asked questions.

Some institutions offer PatientAccess self-registration to patients. If your institution allows patients to use PatientAccess self-registration, they can create their password without assistance.

If your institution does not offer self-registration, or patients prefer to have their credentials assigned to them, you can still create the credentials manually.

To grant a patient access to an account:

  1. Open the Patients module and select a patient.
  2. Open the Patient Info window and click the Personal tab.
  3. Confirm the patient’s email address is entered in the Email field.
  4. Click Create PatientAccess Account....
  5. When prompted, click Yes to display the PatientAccess Info. window.

    6. axiUm displays an auto-generated user name and encrypted password.

  6. Perform one of the following:
    • Click Send Email Invitation to send the patient an email allowing them to complete the registration process.
    • Click Regenerate to generate another password to provide to the patient.
  7. Click the Modify Record () icon to save your changes.
  8. Provide the patient with the following:
    • The web address (URL) for PatientAccess.
    • The patient’s user name.
    • The patient’s temporary password.