How can I set the default portal permissions for patients/clients and family members?

Luminello will allow you to set the default portal permissions for patients/clients and family members when a portal account is created. Here's how:

1. From your main dashboard, click on "Charts."

  1. Go to the "Settings" section, and toggle to "Chart Settings."

  1. Scroll down to the "Portal Permission Defaults for New Charts" section, and select the permissions you want to set as default.

Note: This will not update permissions for existing charts, only new ones created after these settings have been saved.

4. Click on the "Save" button.

If you have any questions, please contact us.

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