Patient Portal Connection

Portal Integration Overview

When patients create accounts through Online Booking:

Account works for both booking and portal
Single sign-on experience
Access to forms, appointments, and records
Unified patient profile

Account Synchronization

Creating Accounts

When a patient registers during booking:

Patient user account created in OutSmart
Can immediately access Patient Portal
Same credentials work everywhere
Profile information synced

Existing Accounts

When a patient logs in during booking:

Same account used
No duplicate creation
Access booking history
Portal features available

Portal Features for Booking Patients

What Patients Access

After booking, patients can use the portal for:

Feature	Description
View Appointments	See upcoming and past bookings
Complete SmartForms	Fill out assigned intake forms
Update Profile	Change contact information
View Documents	Access shared records
Message Practice	Secure communication

SmartForms in Portal

When forms are assigned during booking:

Forms appear in patient’s portal
Patient receives email notification
Direct link to access forms
Complete forms before appointment
Responses saved to patient record

Form Status

Status	Meaning
Not Started	Form assigned but not opened
In Progress	Patient has started form
Completed	Patient submitted form
Overdue	Past due date (if set)

Patient Profile Linking

What Gets Linked

When booking with an account:

Patient record linked to user account
Family members can be added
Multiple profiles per account
Book for self or dependents

Family Booking

Returning patients can:

Select from saved patient profiles
Book for family members
Add new family profiles
Each booking creates proper patient record

From Booking Page

Patients can log in via:

Header login button (anytime)
Account step during booking flow
Seamless redirect to continue booking

Session Persistence

Once logged in:

Session persists during booking
Automatic recognition on return
Can log out from header

Portal Access Points

During Booking

Login option in header
Account step for registration

After Booking

Link in confirmation email
Direct portal URL
From your practice website

Portal URL

Typically:

https://[your-subdomain].outsmartemr.com/patient-portal

Benefits of Portal Integration

For Patients

One account for everything
Easy form completion
Appointment visibility
Secure communication

For Practices

Complete patient records
Forms completed before visits
Reduced phone calls
Better prepared appointments

Common Questions

Do patients have to use the portal?

Not necessarily - but:

SmartForms require portal access
Booking can work without portal
Portal enhances the experience

Can patients book through the portal?

The Patient Portal and Online Booking are complementary:

Booking page for new appointments
Portal for managing existing bookings
Both linked to same account

What if patient forgets password?

Standard password reset available:

“Forgot Password” link on login
Reset email sent
Works for both booking and portal

Technical Integration

Shared Components

Both systems use:

Same user accounts table
Same authentication system
Same patient records
Same session management

No Additional Setup

If you’re using:

OutSmart EMR
Online Booking
Patient Portal

Integration is automatic - no extra configuration needed.

Troubleshooting

Patient Can’t Log Into Portal

Verify account exists (was registration successful?)
Try password reset
Check email for original registration
Verify using correct email

Forms Not Showing in Portal

Check booking completed successfully
Verify forms were attached to service
Confirm patient is in correct account
Check form assignment in OutSmart

Account Created But Can’t Access

Password may need reset
Email verification may be required
Contact us at contact.outsmartemr.com for locked accounts

Topic	Link
SmartForms	SmartForms Integration
Account Requirements	Account Requirements

This completes the Online Booking integration documentation.