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
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:
Ensure the patient has access to the patient portal. To do so:
Send an access link through their patient profile OR
Navigate patient to go to your portal’s login page
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)
The patient will then be sent a magic code, and asked to input it.
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
Updating payment information
Accepting agreements
An example of what this looks like is below for viewing and paying an invoice:
Email the invoice to the patient (or Hint will send an automated invoice)
The patient will click on the link from the email
The patient will see the invoice and will have the option to pay it
These other instant workflows can be triggered via the below: