Patient Portal Onboarding Wizard User Guide
Overview
The Patient Portal Onboarding Wizard is a guided 4-step registration experience that helps patients create their account in a structured, user-friendly flow.
It collects identity and contact details, captures basic demographic information, and links the patient to a practitioner before completing enrollment.
When to Use This Feature
Use this workflow when:
- A patient receives an onboarding invitation link.
- A new patient needs to create a portal account.
- A patient must complete registration before accessing portal services.
Prerequisites
Before starting:
- You have a valid onboarding link.
- You have internet access and a supported browser.
- You can access the email address you will use for enrollment.
- You know your preferred practitioner (if required by your organization).
Accessing the Feature
1. Open the onboarding link provided by your clinic or care team.
2. Confirm you are on the Welcome to Patient Portal screen.
3. If you already have an account, select Login here instead of continuing with onboarding.
Step 1 of 4 — Full Name
- First name
- Last name
Step 2 of 4 — Email and Phone Number
- Email (required; used as login)
- Phone (Optional)
- Back and Continue buttons
- Inline validation and error messaging for email conflicts
Step 3 of 4 — Date of Birth and Gender
- Date of birth
- Sex selection (e.g., Male/Female)
- Back and Continue buttons
Step 4 of 4 — Practitioner Selection and Consent
- Practitioner dropdown
- Terms confirmation checkbox:
- "I have read and agree to the Terms of Service and Privacy Policy."
- Back and Complete & Continue buttons
Completion Screen
- Confirmation title: Enrollment successful
- Success message with patient name
- Email confirmation message
How to Complete Patient Enrollment
1. On Step 1 of 4, enter your First name and Last name.
2. Select Continue.
3. On Step 2 of 4, enter your Email and optional Phone.
4. If an email conflict appears, update the email or use the login link if you already have an account.
5. Select Continue.
6. On Step 3 of 4, enter Date of birth and select Sex.
7. Select Continue.
8. On Step 4 of 4, select your Practitioner from the dropdown.
9. Check the terms and privacy consent box.
10. Select Complete & Continue.
Expected result: The system displays Enrollment successful and confirms that a follow-up email was sent to the provided email address.
How to Resolve "Email Already in Use"
On Step 2, review the message: "This email address is in use."
Decide one of the following:
Select Already registered? Click here to Login if this is your existing account.
Replace the email with a different valid address and continue onboarding.
Re-validate the email field and proceed.
Expected result: You can continue to Step 3 after entering an eligible email, or sign in through the login path.
Expected Results
After successful completion:
- All 4 onboarding steps are completed (progress reaches 100%).
- Practitioner selection and consent are recorded.
- The account is created.
- A confirmation email is sent to the enrollment email address.
- The user sees the Enrollment successful screen.
Best Practices
- Enter legal name details exactly as required by your care provider.
- Use a personal email you can access immediately.
- Verify date of birth and gender before proceeding to avoid profile correction delays.
- Confirm practitioner selection carefully before final submission.
- Review terms and privacy policy prior to checking consent.
Troubleshooting
- Issue: "This email address is in use."
Use the login link if you already have an account, or provide a different email address.
- Issue: Continue button does not proceed.
Check required fields on the current step and correct any validation highlights.
- Issue: Cannot complete final step.
Ensure a practitioner is selected and the terms checkbox is enabled.
- Issue: No success email received.
Check spam/junk folder and verify email spelling entered in Step 2.
- Issue: Incorrect data entered in a previous step.
Use Back to return to the previous step, update the information, and continue again.
FAQ
Q: Is phone number mandatory?
A: No. The phone field is optional.
Q: I already have an account. Should I still complete onboarding?
A: No. Use Login here or the Step 2 login link when prompted.