OD Link Patient Portal
A link from your office website or an email from the office allows the patient to Log in or Register
Works with all major web browsers except Fire Fox.
The patient can enter or update their demographics and make an appointment
Existing patients that register only see basic demographics until their record is "synced" with their existing record
When the patient clicks "Make or change appointment" they see a list of available appointments
The next 50 available appointment slots are automatically shown. Any slots clicked "Out" or "Lunch" (on the left of the calendar "Res") are not shown on the website. Patients can click filters at the top to isolate the next available appointment from a day of the week
The second page allows patients to add meds as well as sign-off on the office disclaimer
The PATIENT and staff will receive a confirmation email
If the PATIENT clicks "I have been in the office before" the staff will need to sync their original PATIENT file.
OD Link will look for existing patients that have registered in the patient portal and ask if you would like to sync them
You can also "Find New Dups" anytime
You can also click "Sync Dups" at any time
Sync the newer info with the older record
If there is an appointment sync it to the old record
Delete the duplicate (newer) record or click no to compare and then delete the new record manually
Fix more than two duplicate records or duplicates that don't sync
If there are more than two duplicate records isolate the third record. Then disassociate any linked EXAM or TRANSACTIONS by changing the patient number in the EXAM or TRANSACTION file to the patient number you want to keep before you delete the third PATIENT record (RECORDS at the very top > Delete Patient)
If there are two PATIENT records but OD Link can't isolate them you will see this dialog
Try "DOB only" and if you find the other record change the first name to match and then run the sync again. It also possible that the DOB was entered incorrectly. Just fix the DOB and run the sync.
If you can't find the duplicate patient record delete the warning by clicking the "x"
Add a portal to a PATIENT
Make sure there is 1. email address and 2. password then click "Web" on the right side of the PATIENT window and 3. click "Add Pt to Web"
If the patient has a portal you can see it by clicking Pt Web Detail
Appointments made by patients on the web show "Web" on the right side of the calendar
Patients specify an appointment reason when they make the appointment
