Hi Harley,
Thanks for clear, well written documentation!!
I just went to the demo to see how your docs corresponded to the portal, and discovered the portal demo default is set to only support existing users. (No new registrations.)
I signed in to the ‘b’ demo as an admin, went to Globals-portal
and changed “Patient Portal Site Address” to Patient Portal Login
and checked the box allowing self registration (see below)
And now the ‘Register’ button appears, and the process works!!! (until it resets)
the documentation is clear and useful.
I think you should add a link in the documentation to your comment about customizing the Portal form. Better, insert a comment about that technique to change the patient registration form.
The patient registration form itself IMO needs some changes, both for UI and what/how information is gathered.
I’ll open a new thread about my thoughts on changes to the registration form, & refer back to this thread.
Bottom line- goood work!!!
![]()
Clear documentation makes it easier to find problems in the underlying process!!
OOPs!! there’s no outgoing email server attached to the demo, so when I tried to save the user account, I got an error, and now when I try to log in with that email, instead of getting the usual ‘enter email reset password’ routine, I’m unhelpfully told to contact the provider.
For the low volumes needed for the demos, is the any reason not to use a free email like OpenEMRbbb@Gmail.com?
I can sign up for it, but someone with power over the demos would need to connect it.
