Send the invitation
Add the patient’s email to their record, open Portal access and select Send patient invitation. You can also choose to send an invitation when registering a new patient.
The invitation is bound to this patient record and the invited email address. Check both before sending.
Portal access shows pending invitations and email delivery status. Use Revoke invitation to cancel an unused link, or Send replacement invitation to replace it after a one-minute wait. Once accepted, the panel shows Portal connected and lets you revoke that access separately.
Accept using the invited account
Open the link in the email and sign in with Google using that exact address. Accept the invitation to connect the account.
The link expires after 14 days and can be used once. If it has expired, ask the clinic for a replacement. If you are signed into a different Google account, switch accounts.
Know what is shared
The portal shows your own appointments, released documents, intake forms and invoices. Internal working notes and unreleased reports do not appear.
If your account is already linked incorrectly or you need a different email, contact the clinic. Do not forward the invitation to another person.
Staff accounts and patient accounts have different access. An existing staff membership cannot be silently converted into a patient membership.
If the portal opens without the expected record
Check that you signed in using the address on the invitation and accepted the newest link. If you have several Google accounts open, the browser may have selected another account. Return to sign-in and choose the invited address.
Ask the clinic to check that the invitation was sent from the correct patient chart. If you can see appointments but not an expected report, the clinician may not have released that document yet. Sending another invitation does not release reports.
If access needs to move to a different email address, ask the clinic to review the existing connection and issue a new invitation as appropriate. A caregiver contact entry alone does not provide portal access.