Patient Settings

Patient Settings

Patient Settings

The Patient Settings section controls how patients are invited to create their own accounts.

Automatically Invite Patient to Register

When this option is turned ON, the system will automatically send a registration invitation to a patient as soon as you create their record.

This allows patients to:

  • Create their own login

  • View their orders

  • Track refills

  • Access infosheets and instructions

When this option is turned OFF, patients are added to your system without receiving an invitation. You can still manage everything on their behalf, and no patient-facing account is created unless you invite them manually later.

Use this setting to control whether patients are given self-service access by default or whether all interaction remains practitioner-managed.

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