Portal – Enabling

Where you have ‘Clients’ that refer patients/employees/subjects to you, Clinic-Assist provides an inclusive Portal feature to accommodate this.  The Portal allows referring managers, HR contacts and GPs for example, a ‘secure’ and controlled level of access to certain patient information.  The Portal is also used to communicate securely with your clients and for your clients to select forms and questionnaires for onward delivery to patients (e.g. management referrals and pre placement forms).   Additionally, patients have the facility to complete such forms online and throughout the process, communications and completed forms are automatically assigned to the relevant patient file.

To enable the Portal for a Client, select and save the ‘Has Portal’ tick box on the Client record.

A Portal user (contact) for that client must be assigned as either (or both) a HR, or Manager contact.  This is selectable on the Contact record. 

Ensure the contact has a valid email address.  Select ‘Apply’ and click on the ‘Send Portal Credentials’ button.  Finally, select ‘Save’ to exit the Contact record.

The contact will receive an email with relevant details to access the Portal.  Upon initial login, the contact will be requested to change their given password.

The portal is available at https://portal.Clinic-Assist.co.uk for further assistance