1) Go to your Master Patient List
2) Search for the patient you wish to send an invitation/intake form to.
3) Ensure that you have an email address inputted in their Patient Workspace so you can send them an invitation (Also making sure that the email you have on file will match the email address they use to create their account with in order to connect medical data for it to appear on their account such as intake forms, appointments etc)
4) In the first column, there are 4 icons – click on the second icon that resembles a paper airplane.
5) The box that pops will first ask what system email template you wish to send, from the drop-down menu choose “Patient-Portal Sign up Instructions”
6) Here you can also choose an intake form in the second drop-down.
7) Then click the green “Send Email” Button and you are done