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The Patient Portal requires MacPractice Build 13.11.4 and above. The Patient Portal can be set up once the feature has been enabled on your office's license. You'll also need to confirm that Domain Management is active on your license and you have a domain ready for use.
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What Do I Need To Set Up the Portal?
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The public IP address of your MacPractice Server. This should be a static IP address to avoid unnecessary outages. Please consult with your IT or network specialist if you are unsure how to locate this IP address.
The name of your database, if your office has changed the database name to a non-default name. When in doubt, ask your Support Representative and they can help you verify this name.
Your Office name and Phone Number. The Office Name and the Phone Number will be displayed at the top of the Portal site.
A subdomain name suggestion (for example, drjones.phiportal.com or wellnessonline.phiportal.com). We cannot guarantee your subdomain choice if it has already been taken by another office.
Your router will need to be configured to allow traffic in a certain way. Information on this need is located below in the "Configuring your Router and Port Forwarding" section.
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The URL will be https://<Your Subdomain here>.phiportal.com. For example, if we choose a subdomain of "ProfessionalHealthcareProvider", the web address for the portal would be httpsbe https://ProfessionalHealthcareProvider.phiportal.com.
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Note: A Portal Subdomain cannot be changed easily once initially set. You'll want to be absolutely sure of your chosen subdomain before having our Support Rep set this up! |
Configuring your Router and Port Forwarding
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Information on how to utilize the Portal can be found in the "How to Use the Patient Portal" guide.