Help a Patient with Ontada Health Portal

Patients Details shows:

• The Username / Email Address associated with your patient's portal account

• Their Phone Number

• Your Practice

• The primary Location they visit

• Their Provider / Care Team

Text messages and emails sent from Ontada Health and the Portal itself display to your patient in the language shown under Language Preference.

Account Status shows:

• When an invite was last sent to the patient in Last Invite Sent

• When the patient last logged into the portal in Last Patient Login

• The patient's Account Status

The high-level process for enrolling a patient in the portal is:

1. The patient consents to the portal.

2. The invite is sent to the patient.

3. The patient creates an account from the invite.

4. The patient verifies their account.

5. The patient is enrolled.

Therefore, Account Status shows 1 of several values depending on where in the enrollment process the patient is:

• Not Consented: The Demographics > Patient Portal preference is not "Yes" indicating the patient has not consented.

• Invite Sent: The most recently sent invite was successfully delivered. The patient has yet to create an account.

• Invite Failed: The most recently sent invite failed. The reason for the failure displays.

• Invite Expired: The most recently sent invite expired.

• Account Created, Not Verified: The patient created an account but has yet to verify their account.

• Enrolled: The patient's account verified and the patient is enrolled.

Email Notification Settings shows your patient's preferences for receiving notifications by email when a new Clinical Note, Result, Medication, Appointment Reminder, or Message is available to view in the Portal.

Email Notification Settings shows your patient's preferences for receiving notifications by text message when a new Appointment Reminder, Form, or Form Reminder is available to view in the Portal or when a Form is completed.