How to Register and Activate a Patient Profile in DocVilla

Creating and activating a patient profile in DocVilla is a streamlined and secure process that ensures patients can access their health records, appointments, and communications directly from the patient portal. Here's a complete walkthrough to guide you or your front desk through the setup from start to finish.

1. Login to DocVilla Provider Portal
   Start by logging in to the Location Admin dashboard using your administrative credentials.

2. Navigate to the “Patients” Section
   Now on top click on “Patients”, then click on the left-hand side menu, “Add Patient”.

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3. Fill in Patient Details
   Enter the following information carefully:

   • First Name & Last Name

   • Date of Birth

   • Gender

   • Email address

   • Phone number

   • Address and other demographic data as needed

4. Enable Patient Portal Access
   Don’t forget to check the box labeled “Enable Patient Portal”. This is what triggers the system to send a registration email to the patient.

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5. Click “Save and Create”
   Once all required fields are completed, hit “Save and Create”. The patient’s profile is now created, and an activation email will be sent to the email provided.

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1. Patient Receives Activation Email
   The patient will receive an email with a link to activate their profile. This email is essential, so remind patients to check their inbox (and spam folder, just in case).

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2. Click “Activate” in the Email
   The patient should click the “Activate” button in the email. This will direct them to a secure activation page.

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3. Enter Matching Credentials
   On the activation page, the patient must input:

   • First Name

   • Last Name

   • Date of Birth (DOB)

   • Create a Password

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4. Correct Any Errors if Prompted
   If an error message appears, recheck the details and re-enter them to match the admin-entered information.

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5. Successful Activation
   Once verified, the account is activated. The patient can now use their credentials to log in at any time.

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The activation email contains the direct link to the Patient Portal, which patients can bookmark for easy access.

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• View lab results and health records

• Book or reschedule appointments

• Securely message their provider

• Upload insurance or ID documents

• Complete intake forms

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All the associated links are provided below for the reference:

https://docvillasupport.atlassian.net/wiki/spaces/DS/pages/1326546945

https://docvillasupport.atlassian.net/wiki/spaces/DS/pages/1324711938

https://docvillasupport.atlassian.net/wiki/spaces/DS/pages/1324712068

https://docvillasupport.atlassian.net/wiki/spaces/DS/pages/1324712004