Configuring patient portal registration rules

You can set patient registration rules for the patient portal. Registration rules include:

The minimum age a patient must be to register for the patient portal.

The age of consent: Determines at what age a patient must consent (by signing a consent form) to enable another individual to view their health information on the patient portal. For example, if a mother has access to her son’s health information, she can no longer access his health information when he reaches the age of consent, unless he signs a consent form. For more information, see Giving other people access to a patient’s data.

Steps

1.

On the Wolf EMR Home page, click the Maintenance tab.

2.

In the Patient Portal area, click Configure Web Content . The Patient Portal Content and Configuration Form window opens.

3.

In the left pane, choose Registration Configuration > Registration Rules.

4.

Use the following table to enter information in the Registration Configuration area:

Field	Description
Minimum age to register for patient portal	Enter the minimum registration age in years. If you do not want to set an age restriction, then leave the field blank.
Minimum age of patient that requires consent	Enter the age of consent in years.
Number of days before invitation PIN expires	Enter the number of days a patient’s registration PIN is valid.
Enable Reminder Emails	Select to send a reminder email when a patient was invited to register for the patient portal but has not yet registered.
Send first/second email reminder…	Enter how long after the initial invitation to send the first and second reminder. We recommend 25 hours.

5.

Perform one of the following actions:

To apply your changes to the patient portal and leave the window open, click Apply.

To apply your changes to the patient portal and close the window, click Save and Close.

To close the window without saving your changes, click Close.