Link requests

When the bell shows a red dot, a patient has asked to connect their portal account to a chart.

1. 1
   Click the bell and open the request.
2. 2
   Compare the portal account (name, email, phone, when the account was created) with the patient file (name, patient number, date of birth, email, phone). Differences in name, email, or phone are marked.
3. 3
   Click Approve or Reject.

View all lists every request. Filter by All, Pending, Approved, or Rejected. Approve only when you are satisfied it is the same person. Approving the link lets them see their appointments, shared visit summaries, and issued prescriptions for this practice.