Frequently Asked Questions: PbN Patient Portal

Welcome to the PbN Patient Portal FAQ! This guide answers common questions about setting up and using the PbN Patient Portal.

General Questions

What is the PbN Patient Portal?

The PbN Patient Portal is a secure platform that enhances communication and engagement by allowing patients to access their dental records, treatment plans, and appointment schedules. It also streamlines administrative tasks by enabling online form submission, personal information updates, and appointment scheduling.

Practice Side

1. How do I set up the Patient Portal for my practice?

To set up the Patient Portal, follow these steps:

1. Go to the Practice Management Settings.
2. Customize your Color Schedule, Portal Link, and Portal Photo.
3. Configure settings to show all signed treatment plans and consent forms in the patient portal.
4. Set up communication templates, including the Patient Portal invite template.
5. Enable secure message notifications and activate the Patient Portal.

2. How do I invite patients to the Patient Portal?

You can invite patients using the following methods:

1. Personal Invitations: Use the three-dot menu in the Patient Avatar to send invitations via email, text message, or print an invitation code.
2. General Link: Share the Patient Portal link through campaigns and forms automation or place it on your website.

3. How do I send a secure message to a patient?

You can send a secure message through the email pop-up feature in the patient window. The patient will receive a notification with a link to the patient portal so they can view the message securely.

4. How do I share documents with patients?

Upload files directly from the patient window. Patients will receive a notification with a link to the portal to access the documents. The 'Records' section in the patient portal will display shared documents.

5. How do I manage user accounts in the Patient Portal?

You can view registered user accounts, delete accounts, send password reset links, view statistics, and unlock accounts if needed.

6. Can the practice text a patient through the portal and send secure messages via text?

No, the practice cannot communicate via text message and can only send secure messages via the email section in the patient window.

Patient Side

1. How do patients register for the Patient Portal?

Patients can register using:

1. Email: Enter registered email (this must be the email on file with the practice), verify with One-time password (OTP), provide last name and birth date, then create a username and password.
2. Mobile: Enter registered mobile number, verify with OTP, provide last name and birth date, then create a username and password.
3. Invite Code: Use a unique invite code, enter last name and DOB, then create a username and password.

2. How can family members be added to a user's existing account?

To add family members, the user registers them and then enters their current username to attach the patient to their account.

3. How do patients log in?

Returning users can log in by entering their registered email address and password.

4. What features are available in the patient dashboard?

The dashboard provides:

• Appointment overview and scheduling
• Confirmation options for upcoming appointments
• Pending forms for completion
• Outstanding balance or payment amount

5. How can patients view and manage appointments?

Patients can view, add to their calendars, and confirm upcoming, canceled, and completed appointments for themselves and family members.

6. How do patients manage their payment methods?

Patients can add, view, remove, and set default payment methods.

7. How do patients manage message settings?

Patients can set language and communication preferences for themselves and their family members and designate who receives appointment reminders for minors.

8. How do patients book appointments online?

Patients can book appointments online if the practice has enabled the Online Appointment Booking feature.

9. How can patients access their records?

The records tab displays securely shared files and documents, which patients can filter, download, and view signed treatment plans and consent forms if enabled in the Portal settings.

10. How do patients manage secure messages?

The messages tab allows patients to view, filter, and delete secure messages.

11. What happens if a patient’s account is locked?

After five incorrect password attempts, the account will be locked. Patients can unlock their account using the "Forgot Password" link or by contacting the practice.