On Halaxy, patients can view records from all of their practitioners in one place, even when those practitioners work at different practices.
If your patient already has a patient portal account, they do not need to create a second one. You can link their existing account to your practice instead. This applies whether another practice set up the account, or the patient created it themselves.
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Open the patient's profile.
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Under Contact Details, verify that the patient's email address listed in their profile is the same email they use to sign into their existing patient portal.
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Under the patient's name, click the Invite to patient portal link.
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In the pop-up, confirm the patient's email and click Invite.
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If the patient already has a patient portal, another pop-up appears informing you that there is already a Halaxy patient portal linked with the patient's email address. Confirm their details by filling out the fields and ticking the checkbox next to Confirm that this is the correct user.
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Click Submit.
Important
You need to tick Confirm that this is the correct user before you can continue with the invitation.
You have sent the patient an invitation to link their existing account to your practice. When they accept it, your name appears under Practitioners in their patient portal and they can view the records you share with them.
Note
Access may not be instant. Please allow a few minutes for the changes to take effect.
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