Dan,
To create a portal account my nurse does the following:
On the main Updox site, click address and enter last name and click on the name. Up pops a box, click on demographics and enter email address as this will be the user name. Then click on patient/portal tab and click on create account. Updox will select a password. Next print this page by right clicking and select print (do not select print card).
Provide patient with portal information and portal cheat sheet.
A notification of the portal with portal user name and password will appear in Updox.
So at the visit, my nurse will get the email address and create portal account and give a paper copy of portal information and cheat sheet, and instruct them to open their summary and message us back as soon as they get home and save the message from us in their inbox of email account or bookmark us as a favorite to access us in future.
I will send a copy of the portal cheat sheet.
Hope this helps and will get to the rest of your questions later.
