Portal Account Linking

Patients can use the portal account linking feature to link their portal account to their children or other dependents, without having to create a separate portal login.

1. In order to do this, the clinic still sends the portal invite in the same method as always.
2. The patient then opens their existing portal account and clicks "Linked Accounts" under the Account section, and then clicks the "+" icon at the bottom right to add a new Linked Account.
3. Here, the patient enters their relationship to the linked patient, the linked patient's date of birth, and the code for the linked patient that they got in the email invite you sent in step 1.
   1. The "Linked Patient" is the dependent, not the caregiver.
4. Once the patient has entered all the details, they should click "Link Account".
5. Once these details are confirmed, the patient now has access to their portal and their dependent's portal account all from the same login.
6. The patient can change which portal they are viewing by using the account dropdown at the top right.
7. If the patient needs to unlink a portal account, they can do so in the "Linked Accounts" section.