Use Patient Portal Dashboard

Use the patient portal dashboard as your starting point after you sign in.

Who does this: Patients and caregivers.

Steps

Review the Home page greeting and summary cards.

Use Appointments to review upcoming and past visits.

Use Paperwork to review assigned paperwork.

Use Messages to send or read secure clinic messages.

Use Profile to review your contact information.

Use the patient switcher to choose the right patient if you manage care for more than one person.

Select Sign out when you are finished.

Common pitfall: If you are a caregiver, check the selected patient before opening paperwork or appointments.

I do not see a patient I manage. Contact the clinic so they can check portal access.

A portal section is empty. The clinic may not have shared anything there yet.

Need help? Contact your administrator or reach out to support.