Invite Family to the Patient Portal

Go to the patient's detail page and click the Contacts tab. Add the family member's name, relationship, and email address. An email address is required to send a portal invitation.

Click the Invite to Portal button next to the contact's name. The system sends a branded email with a secure setup link. The link is valid for 7 days.

The family member clicks the link in the email, sets a password, and logs in to the portal at the family portal URL. They can view the patient's upcoming visits, schedule, care plan goals, and shared documents — all read-only.

Once the family member has set up their account, the contact row shows a Portal Active badge. You can re-send the invitation at any time if the link expired or the email was not received.