How to link a patient to your portal account
In the provider and pharmacy portals, you can now link patients to your account in just a few simple steps!
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Log in to your portal account and select “Link New Patient” in the top right corner by the search button.
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This will take you to the “Link an existing patient” pop-up box. There are two ways to search for a patient:
- Type in their member ID and date of birth, OR
- Type in their first and last name and date of birth.
Then click “Search Database.”
NOTE: We recommend searching by member ID and date of birth. That way, the search will not yield multiple patients with the same name and date of birth.
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NOTE: The search will only produce exact matches. Make sure to double-check that your patient information is correct.
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The search results will show the patient in the system matching the information you provided.
When you find the correct patient, click the “Link patient” link in the “Actions” column.
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NOTE: If no patients are found matching your search, please double-check that your patient information was correct. If this still does not work, please call us at 1-866-316-7263 from Monday through Friday, 9:00 a.m. to 5:30 p.m. ET.
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Once you have linked the patient to your location, you can choose to link another patient or review their patient details.
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