If your client / patient wants to gain access to their medical data online, you will need to provide them with an access code.  Access codes can be redeemed by a patient in their Patient Portal to gain access to multiple patient records.  This means that a single individual can redeem access codes for all their family members if they want to consolidate access to their medical records into a single Patient Portal account.

Access codes for Medical Records can only be provided directly by the clinic to the patient, and are never sent out automatically.  You will provide the access code to your client whenever they first come into the clinic.  Here are the steps to generate and provide Medical Records access codes to your patients:

1. Go to the Patient Workspace for that patient.
2. Click on the Patient Portal Access tab at the top right of the Patient Workspace.
3.  Click on the “Request Access Code button in order to generate a code.
4. Click on the “Print” button to generate a printout of the access code, with instructions on how to use it.  Give this paper to your patient.

Request and generate the access code.

Print the Acces Code Instructions

The printed Access Code provides instructions.