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Setting Up The Patient Portal

The Patient Portal is an excellent method to provide a line of communication between practices and their patients. You can send messages directly to the patient, provide them access to their health records, assign forms for patients to fill out electronically, and allow them to schedule their own appointments with minimal fuss.

The Patient Portal requires MacPractice Build 5.0 and above.

The Patient Portal can be configured once the feature has been released to the office serial. In order to set up Patient Portal, you will need to contact MacPractice Support and ask to speak to a Representative about setting up Patient Portal. Our Support Representative will need:

  • The static IP address of the MacPractice Server
  • The database name
  • Office name, phone, email, city, and state
  • A subdomain name suggestion (for example, drjones.phiportal.com or wellnessonline.phiportal.com)
The Patient Portal for MacPractice uses an API from the portal website to your MacPractice database. Your Portal website will reside on our servers, however the data will remain on your own MacPractice Server machine.
A customized subdomain name will be created for the office. The subdomain will be used as an identifier for your MacPractice Server IP address to access the data for the Portal. The subdomain must be unique as no two subdomains of the same name can be used.
The URL will be https://<Your Subdomain here>.phiportal.com.
 
Once the Support Representative confirms they have the above information correct, you will need to follow these steps to ensure a clear communication between your MacPractice Server and the Portal Site. You will need to have an IT or Network Specialist complete these steps, and MacPractice Support cannot assist with anything related to network configuration.
 
In order to get the Patient Portal up and running, follow these steps.
  1. Your MacPractice Server must use a Static IP address. A non-static IP address could change, preventing patients from reaching the Patient Portal. If your Static IP address should change for any reason, contact MacPractice and they can reconfigure the Patient Portal to point at the appropriate IP address. 
  2. Port 1234 should be open to accept incoming traffic from IP Address 199.184.119.117.
  3. All incoming traffic from IP 199.184.119.117 should be sent to the external IP address on port 1234 and must be forwarded to the MacPractice Server’s Internal IP address.

Once these steps are all complete, you should be able to visit your portal via the name suggestion URL. Information on how to utilize the Portal can be found in the "How to Use the Patient Portal" guide.

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    Loree Christianson

    If all is set up correct, but still having difficulties port forwarding it may be your modem (the service provider - got new one), or you may need to close and reopen the browser you are in, Safari, Chrome.