Patient Verification

Patient Verification

Patient Verification

To access the Patient Website (Patient Portal), a patient must first register and verify their account. Verification ensures that only the correct patient can access their personal and order information.

Patient Registration Requirements

  • A patient must already exist in the dispensary

  • ​Patients can only register for the patient portal after being added by a practitioner.

  • Patients cannot self-create an account without first being entered into the system.

Patient Verification Process

To verify their identity, the patient must:

  • Enter their email address or phone number in the Patient Verification section of your dispensary

  • Complete the verification steps provided

A list of patient portal and verification links is available in the Patient Website section.

Invite Patients to Register

During Patient Creation

When a practitioner creates a new patient, they can choose to send an email invitation prompting the patient to register and verify their account for the patient portal.

From the Patient Profile in Practitioner Account

After a patient has been created, a practitioner can re-send the registration invitation:

  • Open the patient profile in the practitioner website

  • Send the registration email again if needed

This is useful if the patient missed or deleted the original invitation.

Manually Register a Patient (Admin Only)

The dispensary admin can manually complete patient registration:

  1. Open the patient profile in the Admin area

  2. Enter a username and password for the patient

  3. Mark the patient as Verified

  4. Save the profile

Once verified, the patient can log in to the patient portal immediately.

Summary

Patient verification ensures secure access to the patient portal by:

  • Requiring practitioner-created patient records

  • Verifying identity via email or phone number

  • Supporting email-based invitations

  • Allowing admin-controlled manual verification when needed

This process protects patient data while keeping registration simple and flexible.

    • Related Articles

    • About Patient Portal (Website)

      Patient Website (Patient Portal) Estimated reading: 1 minute The Patient Website, also referred to as the Patient Portal, allows patients to manage their account information, pay for orders, and place refill orders that have been made available to ...

    • Patient Order History

      Patient Profile – Orders History The Orders tab within a patient’s profile shows every order that has been placed for that patient. This view focuses on completed, pending, and cancelled transactions rather than individual formulas. What You See in ...

    • Patient Dashboard

      Patient Website Dashboard When a patient logs in to the Patient Website (Patient Portal), they are taken directly to the Patient Dashboard. What the Patient Dashboard Shows The dashboard provides a quick, easy-to-read overview of the patient’s ...

    • 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 Profile Overview

      Patient Profile Overview The Patient Profile is the central workspace for managing an individual patient. From this page, you can view their details, review treatment history, manage refills, and handle everything related to their care and orders in ...