BEFORE YOU START
BUILD YOUR TEAM
GET READY FOR LAUNCH
ADVANCED SCHEDULING WORKFLOWS
EXPLORE SMARTFORM QUESTIONNAIRES
EXPLORE REPORTING TOOLS
EXPLORE INVENTORY MANAGEMENT
RAPID CHARTING WORKFLOWS
ADVANCED DISPENSARY WORKFLOWS
TASK LIST MANAGEMENT
CUSTOMIZE YOUR OUTSMART EXPERIENCE
SOAP / MEDICAL CHART
In This Article:
Once you log into your patient portal, you will need to enter “Access Codes” provided by your practitioner in order to gain access to intake forms or your medical records. If you have already had your visit with your practitioner, you will have been provided a sheet of paper which includes your individual Access Code as well as instructions on how to use it.
If you have not yet had your visit, then Access Codes may have been sent to you via e-mail or text message. The purpose of an Access Code is to give you access to Questionnaires, Treatment Plans, Documents, Appointment history, etc.
For security reasons, is it strongly advised that you redeem your access codes as soon as you get them. Leaving an access code lying around can potentially give an unauthorized person access to your information. If you lose your access code, immediately contact your practitioner so that they can cancel it and issue you a new code.
How to enter your access code
When you book an appointment with your practitioner online using OutSmart’s Online Booking page, you will have already created an account through the booking process. This account will automatically have access to the appointment you just booked, as well as any SmartForm Questionnaires or Intake Forms the practitioner has assigned to you for this booking.
When you go to your first visit, you can request that your practitioner provide you an access code, in order to unlock further access to your medical records.