Important!
The Patient Portal is available to enable via the Billing page under Add-ons.
Contact support@nookal.com for more information.
1. Enabling the Patient Portal
Enable the Patient Portal via Setup > Accounts > Billing > Add-ons.
2. Configuring the Patient Portal Settings
The next step is to configure the settings for the Patient Portal, including which Locations are available.
1. Configure the Patient Portal Settings via Setup > Account > Billing > Add-ons > Patient Portal > Edit Patient Portal settings.
2. Enable or disable Locations as required. Patients will only have access to Active Locations in the Patient Portal.
3. Customise the Patient Portal for each Location as required.
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For more details see Patient Portal Settings (New).
Hot Tip
You will need a Stripe Connect account to use credit card payment and storage through the Patient Portal.
To activate this head along to Setup > Connections > Integrations > Stripe > Configure.
For more details see Setting Up Online Payments with Stripe and Storing Credit Cards in Nookal.
3. Creating Passes for the Patient Portal
Passes can be made available for purchase via the Patient Portal. These Passes can be redeemed for specific Services or Classes.
Create a new Pass for the Patient Portal via Setup > Items > Passes > Create Pass > Enable Include Pass in the Patient Portal section.
Alternatively, enable an existing Pass to make it available in the Patient Portal via Setup > Items > Passes > Select Pass > Enable Include Pass in the Patient Portal section.
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For more details see Creating Passes.
4. Creating Discount Codes for the Patient Portal
Discount codes can be created for Patients to use when making bookings via the Patient Portal.
Add a Discount Code via Setup > Practice > Discounts > Add Discount > Add campaign.
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For more details see Creating a Discount.
5. Giving Patients access to the Patient Portal
You can give Patients access to the Patient Portal by sending them a sign-up link to create a password and log in.
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For more details Giving Patients Access to the Patient Portal.