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How to Re-Send a Patient's Portal Login Link

The patient portal allows your patients to book appointments, send and receive messages with your practice's Vision(X) users, e-sign important documents, and access vision prescriptions and other care recommendations. Once a portal is created, the patient will need to follow instructions provided by an automated email to access their portal. This tutorial will demonstrate how to re-send a patient's login link for their patient portal.

Select a Patient Profile

In order to re-send a patient their credentials, you must first create their patient portal. Navigate to the patient's profile summary page, then click "Edit patient info":



Select Portal

The Patient information menu will appear. Select the "Portal'" subtab. If a patient portal already exists for the patient, you will see it listed in the "Portal Accounts" field. To re-send the portal login credentials email, click the ellipsis, then click "Resend Temporary Password":


Success!


The patient's login credentials have now been re-sent to the email address displayed.