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Doctor Reception Admin 1 min read

Link requests

Compare a portal account with the patient file, then approve or reject the connection.

When a patient asks to connect their portal account to a chart, the bell at the top right shows a red dot. Doctors, reception, and admins can review these requests.

  1. 1
    Click the bell.
  2. 2
    Open a request. Review link request shows the portal account (name, email, phone, when the account was created) next to the patient file (name, patient number, date of birth, email, phone). Differences in name, email, or phone are marked so you can check it is the same person.
  3. 3
    Click Approve or Reject.

View all opens the full list. Filter by All, Pending, Approved, or Rejected.