This article explains how to configure employee notifications for Patient Portal activity at a specific practice location.
Instructions
- Access Admin > General > Locations and open the appropriate location.
- Select the PHR Settings tab.
- Scroll to the PHR Notifications section.
- For each notification type, select a User Role or specific employee(s) as needed:
- Existing Patient Updated
- Existing Patient Scheduled
- PHR Orders
- Patient Message Recipients
- Select ‘Save’ to apply the changes.
- Log out and log back in to view the updated settings.
If a practice needs to display a notice informing patients that a provider or specific employee may not be available to view messages, this can be configured at the employee level. Access Admin > Employees/Roles > Employees, open the appropriate employee, select the Preferences tab, and scroll to the Patient Portal section. Enable ‘Display Message to Patient’ and enter the desired text in ‘Message to Patient’. When configured, a banner message is displayed to patients when that employee is selected as a message recipient.