Handle portal appointment requests
Available to
Registration Officer and authorised patient-administration users.Patients with portal access can ask for an appointment online. Each request arrives as a record that registration staff answer.
Respond to a request
- Open Patients → Portal Requests.
- Open a request. Read the Reason, the Preferred When and the contact phone number.
- Contact the patient. Select Patient Contacted to record it.
- Book the appointment (see Schedule and manage appointments), link it to the request, then select Mark Booked.
- If the clinic cannot offer a visit, add a note for the patient and select Decline.
Good to know
- A request needs a reason of 5 to 2000 characters, and a patient can have only a limited number of open requests at once.
- Portal access itself is authorised by registration staff on the patient record (Authorise Portal Access). It needs a registered email address and at least one verified identity document, and it cannot be given to a deceased patient.
Related topics
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