How do I invite a patient/client to create a portal account?

Did you know you can invite both new and existing patients/clients to create a portal in two steps? Read on to learn how: 

Note: You must have the patient's/ client's consent to have an invitation sent. 

New charts 

1. While creating a new chart, enter an email address and check the ''Invite to Luminello'' checkbox. 

2. Your default portal permissions will auto-populate the "Portal Permissions" section.

3. Be sure to click "Save" at the end.

Existing charts

  1.  You can invite a current patient to create a portal account by going to the patient's chart from the "Shortcuts" menu and selecting "View profile info" from the "Go to..." dropdown menu.
  2. Once in the chart's profile, scroll down to add their email address and click on "Invite to Luminello."

Note: In Luminello, if you enter an email address and send an invitation before you save a chart, then the same email address can be used by other clinicians. If the email address is added after the chart is saved, other clinicians will receive this error message "The email address you have entered is already in use in one of your other charts." See the workaround for Gmail accounts here.

If you have any questions, please contact us.

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