Patient portal question

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drjrichmond
Posts: 6
Joined: Tue Aug 06, 2013 5:40 am

Patient portal question

Post by drjrichmond » Tue Feb 07, 2017 1:42 pm

I just started using patient portal for online payments. Is there a way to email the website to patients?

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cmcgehee
Posts: 711
Joined: Tue Aug 25, 2015 5:06 pm
Location: Salem, Oregon

Re: Patient portal question

Post by cmcgehee » Tue Feb 07, 2017 3:07 pm

You could create an email template that includes the website and tells the patient they have a payment due and they can pay in the patient portal.
http://opendental.com/manual/emailtemplates.html

In version 17.1 we have added a feature to send statements directly to the portal which will also send an email with the website link to the patient. That version is not released, however.
Chris McGehee
Open Dental Software
http://www.opendental.com

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JasonL
Posts: 28
Joined: Wed Jun 10, 2015 1:57 pm

Re: Patient portal question

Post by JasonL » Wed Feb 15, 2017 3:31 pm

Along with what Chris said, it will also be important to note that you must first grant the patient access to the portal as the patient does not have the ability to create a login from their end. You can follow the instructions listed on http://www.opendental.com/manual/portalaccess.html to grant patients access.
Jason Long
Open Dental Web Technology Coordinator
www.opendental.com

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