You can automatically invite patients to connect with you through OnPatient prior to their appointment through a reminder email or the scheduling widget.
1. Go to Account > OnPatient Settings.
2. Navigate to the Communication tab. Check the Allow patients to connect without an invitation box and click Update OnPatient Settings.
Connecting with an Email Reminder
When a patient receives a reminder email, there is a link for appointment details and information.
The patient's cell phone number must be entered in the chart to access the invitation correctly.
The appointment details link will direct the patient to a page containing their appointment information, along with a button to sign up for OnPatient.
The invitation link is valid for 7 days. After it expires, you will need to re-invite / resend the invitation.
By clicking the Sign up for OnPatient button, they will be taken to the OnPatient Sign Up page to create an account with the email and Social Security Number or the email, date of birth, and cell phone number entered in their chart.
Connecting through the Scheduling Widget
When a patient schedules an appointment using the scheduling widget, they will receive an email to confirm their appointment.
After confirming the appointment, the patient will be taken to a reminder website. They will be prompted to Sign up for OnPatient.
The invitation link is valid for 7 days. After it expires, you will need to re-invite / resend the invitation.
By clicking the Sign up for OnPatient button, they will be taken to the OnPatient Sign Up page to create an account with the email, date of birth, and phone number they entered into the widget.
