How to Disable Patient Portal Access & In-App Messaging

Objective:
To restrict a patient’s access to the patient portal and/or disable in-app messaging from the patient portal.

1. Go to Dashboard → Open the Patient Profile.

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2. Navigate to Basic Details.

3. Scroll to the bottom of the page.

4. Locate the following options that are enabled (checked) by default:

   1. “Patient can send in-app portal messages to the practice”

   2. “Patient can access the patient portal”

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5. Modify Based on Your Requirement

A. “Patient can access the patient portal”

A1. Uncheck portal access → disables patient login

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Result:

• If Patient Portal Access is disabled:

  • The patient will not be able to log in to the portal

  • They will see an error message when attempting to access the portal

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B. “Patient can send in-app portal messages to the practice”

B1. Uncheck messaging → disables in-app communication

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Result:

If In-App Messaging is disabled:

• The patient will not be able to send messages to the practice through the portal

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6. Click Save Patient Information.

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✅ Result: Patient will no longer be able to log in to the patient portal and/or message the practice from the patient portal.