This guide outlines the steps to assist a patient in completing onboarding forms using the Patient Portal when they are unable to do so independently.
You can access the Patient Portal using a laptop, desktop, or tablet.
First Step: Send Onboarding Forms
Access the Onboarding Section:
Locate the patient’s profile by searching for their name or
Suno ID.Once in the patient’s profile, navigate to the Onboarding section.
Send New Onboarding Forms:
While typically done during the
Schedulingphase, if you need to send new or additional onboarding forms you can click the+ New Form Submission Requestbutton in the top-right corner.
Select the required forms.
Choose the preferred communication method (e.g., email or text).
Optionally attach the forms to an appointment.
Click Send Request to deliver the forms to the patient.
Second Step: Access Patient Portal
Access the Patient Portal:
Click the Patient Portal button within the patient’s profile.
A new tab will open with the Patient Portal login screen.
Log In to the Patient Portal:
Enter the patient’s associated email address or phone number.
Use the patient’s Date of Birth as the password.
Click Sign In after verifying the information.
Complete Onboarding Forms:
In the Patient Portal, go to the Pending Forms section.
Open each form that needs to be completed.
Submit the forms once finished.
All submitted forms will automatically be added to the patient’s profile in Suno.
Need Help?
If you have any questions or need further assistance, please reach out to the support team.