Let's explore how to sign in to the Patient Portal.
Watch this video for a quick walkthrough!
- Navigate to the System Menu > select Practice Settings > Portal > Patient Portal.
On the Patient Portal Configuration tab:
Click the Patient Portal link.
On Patient Portal:
- Enter the First Name, Last Name and Date of birth.
- Next.
| Note: Ensure that the details entered while signing into the Patient Portal and the details in CareStack are the same. |
- Choose your preferred mode (email or phone number) to receive the Verification Code.
- Click GET VERIFICATION CODE.
You will receive the verification code via email or SMS, depending on the preferred mode.
- Enter the Verification Code.
- Click Verify and Login.
- The Patient Portal homepage opens up.
| Note: Sometimes, when a patient tries to sign in to the Patient Portal, they may get an error message as shown below. This is because the patient may not have entered their first name, last name, or date of birth exactly as entered in CareStack. |
Practices can use this simple guide to learn how to sign in to the Patient Portal.