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Patient Portal Authentication Overview

Patient access to patient portal, patient authentication, patient code

Krystle Thornton avatar
Written by Krystle Thornton
Updated over a week ago

We have released a feature designed to both simplify patient interactions and increase security within your practice. Patient Authentication allows you to deliver a more streamlined and secure patient experience while protecting sensitive health information.

Extra Security Patient Workflows

Instant Patient Workflows

Extra Security Patient Workflows

For workflows that require an extra level of security, patients will need to log into the patient portal using a magic code. These particular workflows include:

  • Viewing all invoices & generating account statements

  • Viewing/editing member contact information

  • Viewing/editing a membership including adding dependents

  • Viewing/editing saved payment methods

An example of what this login flow looks like is below:

  1. Ensure the patient has access to the patient portal. To do so:

    1. Send an access link directly to the patient through their patient profile, OR
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    2. Provide patients with your portal’s login page URL. Your portal's login page URL can be found under 'Admin' -> 'Online Signup' -> 'Patient Portal' tab:
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  2. Patients will be prompted to sign in with their email address. (If they are clicking on an access link sent to them via email, they will not need to enter their email address)
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  3. The patient will then be sent a magic code, and asked to input it.
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  4. Once the patient inputs the code, they will have access to the portal!

Instant Patient Workflows

For instant patient workflows, patients will not need to login to the portal with a magic code. These particular workflows include:

  • Viewing & paying an invoice via a link to the invoice in an email from Hint.

  • Updating payment information via the link in the email the patient receives when a user clicks the 'Send request for payment info' button on their record.

  • Accepting agreements via the link in the email the patient receives when a user clicks the 'Request acceptance by email' button on their record.

Here is an example of what the instant workflow looks like for viewing and paying an invoice:

  1. Email the invoice to the patient (or Hint will send an automated invoice):

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  2. The patient will click on the link in the email:

  3. The patient will see the invoice and will have the option to pay it:

The instant workflow for updating payment information can be triggered by clicking the 'Send request for payment info' button on the patient's record.

The instant workflow for accepting agreements can be triggered by clicking the 'Request acceptance by email' button on the patient's record.

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