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Patient portal

The patient portal is a separate surface from the staff console. Patients sign in at /patient-portal/sign-in with portal credentials issued during activation or self-registration.

Sign in​

  1. Open /patient-portal/sign-in.
  2. Enter the tenant id, portal username, and password.
  3. After sign-in you land on /patient-portal.

Clinic invite (staff)​

From a patient chart, staff with patientportal.invite.write can choose Issue portal invite. The server returns an activation URL and optionally sends the link to the patient's on-file phone or email.

Activation (patient)​

  1. Open the activation link or go to /patient-portal/activate?token=….
  2. Choose a username and password.
  3. You are signed in automatically when activation succeeds.

Self-registration (patient)​

  1. Open /patient-portal/register.
  2. Enter tenant id, identifier type id, identifier value, and optional birth date.
  3. Submit to receive a verification code at the masked on-file contact shown on the next screen.
  4. Complete /patient-portal/verify with the code and chosen credentials.

Sign out​

Use Sign out on the portal home screen to clear the separate patient session store.

My record​

  1. Sign in to the portal and open My record from the home screen, or go to /patient-portal/record.
  2. Review allergies, released lab results, active medications, conditions, and document metadata.
  3. Empty sections mean nothing is recorded for that category.
  4. When a downstream clinical service is unavailable, the section shows an explicit unavailable message instead of an empty list.

Appointments​

  1. Open Appointments from the portal home or go to /patient-portal/appointments.
  2. Review upcoming visits, book from available slots, reschedule, or cancel with a reason.
  3. When scheduling is unreachable, the page shows an explicit unavailable banner.

Consents and access log​

  1. Open Consents from the portal home or go to /patient-portal/consents.
  2. Review active consents, temporary access grants, and where you are discoverable.
  3. Use Grant consent to add a consent with optional start and end dates.
  4. Use Revoke on an active granted consent to withdraw it.
  5. Open Access log (/patient-portal/access-log) to see who accessed your record — role and facility only, with a break-glass badge when emergency access was used.
  6. Use the pager at the bottom of the access log when more than one page of events exists.

Secure messaging​

  1. Open Messages from the portal home or go to /patient-portal/messages.
  2. Read the response expectation banner — messaging is not for emergencies.
  3. Click New message, choose a topic, enter the care-team user account id your clinic provided, and send your first message.
  4. Open a conversation to read replies and send follow-ups while the thread is open.
  5. Unread staff replies show a badge on the list; opening a thread marks staff messages read.

Appointments​

  1. Sign in and open Appointments from the portal home, or go to /patient-portal/appointments.
  2. Review upcoming visits in the next 30 days.
  3. Choose a date range to load bookable slots, pick a slot, optionally add a reason, and confirm booking.
  4. Use Reschedule on a booked visit: pick a new slot from availability, then confirm the move.
  5. Use Cancel and enter a reason — cancellations are kept on record.
  6. Toggle SMS and EMAIL reminder opt-in/out; preferences follow the clinic notification subscription model.
  7. When scheduling is unavailable, the page states that explicitly instead of showing an empty list.