You can invite a patient to connect through OnPatient from the iPad. The requirements for inviting a patient on the iPad app are the same as the web. You will need the patient's email and:
- The patient's Social Security Number
--OR--
- The patient's date of birth and phone number
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- Tap on the patient's name and select Patient Information.
 
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- On this screen, if needed, you can verify, edit, or add the information required to invite a patient to OnPatient.
 
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- Once the information is entered or verified, tap the switch ( ) to invite the patient. It will turn green ( ). 
 
- Once the information is entered or verified, tap the switch ( 
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- You can also invite from the patient's chart. Select Patient Information and toggle the switch to on.
 
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- After connecting, the switch will be green and the text will read OnPatient: On.