Invites
Embedded Files
Clients are sent portal invites when they:
Schedule via the Sensible Care Homepage
Schedule via Kaiser/Lucet
You can view the status of an invite under the "Invites" tab in SC 2.0
Invite Status to Patient Portal Set-Up
Zero check marks under the invite status means the client has not clicked the "Accept Invitation" link that was sent to them via email and/or text message.
One check mark under the "Claimed" invite status means the client has:
Clicked the "Accept Invitation" link
Entered in their email address and set a password
Clicked "Register"
The next two steps of the invite process for the client are:
To complete their basic profile information
To enter in applicable insurance/payment information
One check mark under the "Confirmed" invite status means the client has selected "Confirm Visit" when prompted.
This step is what changes an orange pending appointment on your calendar to a pink confirmed appointment.
The final step of the patient portal set-up process is for the client to complete three required forms:
New Patient Checklist
GAD-7
PHQ-9
You will notice in the screenshot below that the Intake form is NOT required.
How to Document Three Outreach Attempts
If you have an orange pending appointment on your calendar, it is your responsibility to reach out and attempt to hold session. There should be three outreach attempts following the below timeline:
Day and time of evaluation
2 business days after evaluation
3 business days after evaluation
Document these outreach attempts in the comment section on the portal invite following the template outlined below:
For more information in regards to guiding your client through the patient portal set-up process, please refer to our Patient Portal Script Module.
Troubleshooting Tips for Invites
Below is an additional video demonstration of the invites application and some troubleshooting tips:
Portal Invites_APR2024.mp4Troubleshooting Tips:
Clients need to accept their invite prior to the expiration date. The expiration date is listed in the correspondence sent to them, but employees are able to resend and extend their initial portal invite via the "Invites" application.
When filling out their patient portal for the first time, clients need to fill out every section not labeled "Optional" to be able to save their profile and continue.
When adding a credit or debit card to their profile, clients should ensure their profile address matches the address listed on their respective card to avoid any potential billing issues.
Page updated
Report abuse