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We'll cover the workflow from beginning to end, including the perspective of the patient so you can assist your patients as best you can. If you have any questions, don't hesitate to contact MacPractice Support and we will assist you.

Table of Contents

Creating a Patient Portal User

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Sending an Online Form to a Patient

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To send an Online Form to a Patient, we'll first need to make sure we have either your EHR or your Clipboard Ability added to the MacPractice Toolbar. If you don't have them, you can add them by right clicking the toolbar and clicking Customize Toolbar, then simply dragging and dropped either icon to the Toolbar from the resulting window. 

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