Patient Portal

Account and settings

Manage your patient profile, photo, password, and healthcare provider connections from the My Account page in the Patient Portal.

The My Account page is where patients manage their personal information, update their profile photo, change their password, and review which healthcare providers have access to their data. It's the administrative hub of the patient experience — everything a patient might need to configure about their portal account lives here.

Navigate to My Account in the left sidebar.

Profile

The Profile card displays the patient's personal information in a structured layout:

Name — the patient's full name as registered by their provider
Date of Birth and Birth Gender — demographic information used for clinical identification
Email and Mobile Phone — contact methods used for schedule notifications and account recovery
Username — the login credential for the portal (displayed but not directly editable through the profile form)
Password — shown as a masked field for security

Two actions are available at the bottom of the Profile card:

Edit opens the profile form where patients can update their name, date of birth, gender, email, and phone number. Changes take effect immediately and are reflected in the clinician platform — so if a patient updates their phone number here, their care team sees the updated number in the patient's chart.

Change Password opens a separate form for updating the login password. The patient enters their current password and a new password to complete the change.

Some profile fields may have been initially set by the patient's healthcare provider when creating the patient record. Patients can update these fields at any time through the Edit form, and the updated information syncs to the clinician platform automatically.

Photo

The Photo card lets patients upload a profile picture that their healthcare team can use for visual identification. This is particularly useful in clinical settings where staff need to confirm they're working with the correct patient — the photo appears in the clinician platform alongside the patient's chart.

The card shows either the uploaded photo or a placeholder with the patient's initials. Click Edit to upload a new photo or replace the existing one.

Encourage patients to upload a recent, clear photo during onboarding. It adds a layer of identity verification that's especially valuable in large practices where multiple staff members interact with the same patient records.

Healthcare providers

The Healthcare Providers section shows every provider organization that has access to the patient's data. This is an important transparency feature — patients can see exactly who can view their evaluations, results, and personal information.

Each provider entry displays:

Organization name and logo — the healthcare organization (for example, "General Hospital")
Contact information — the provider's phone number and support email
Patient name — the name under which the patient is registered with that provider (which may differ from the patient's portal profile name if the provider uses a different naming convention)
Authorized By — the email address of the person who authorized the connection between the patient and the provider

A Privacy Policy link at the top of the section directs patients to the platform's privacy documentation, explaining how their data is handled, stored, and shared.

Multiple providers

Patients can be connected to more than one healthcare provider. Each provider relationship appears as a separate entry in the list. This is common for patients who see specialists from different organizations — each provider sees only their own evaluations and results, not data from other providers.

Provider invitations

New provider connections are established through invitation links. When a clinician adds a patient to their system and configures portal access, the patient may receive an invitation URL. Opening this link in a browser connects the patient's portal account to that provider, adding the provider to the Healthcare Providers list.

The invitation URL follows the pattern /providers/invites/{token} and is typically sent via email as part of the onboarding process.

Patients should only accept provider invitations from organizations they recognize. If a patient receives an unexpected invitation link, they should verify with the provider before clicking it. While the system validates tokens, accepting an invitation grants that provider access to the patient's evaluation data.

Keeping information current

The My Account page is the patient's single point of control for all personal data in EVAL. Keeping this information up to date ensures that schedule notifications reach the right email or phone number, that the healthcare team has accurate demographics for clinical decision-making, and that the profile photo matches the patient's current appearance for identification purposes.

Patients who change their email address should do so from this page rather than asking their provider to update it — the change syncs automatically and takes effect immediately for all future notifications.

Signing out

The Sign Out link in the left sidebar ends the patient's session and returns them to the login page. This is especially important when patients access the portal from shared devices — logging out ensures the next person can't access their health data.

Patient Portal overview

Return to the Patient Portal overview.

My Profile (clinician)

The clinician-side profile page — a similar concept but with different fields and capabilities.

Public intakes

Anonymous evaluation forms accessible through a shared URL — collect responses from patients who don't have portal accounts.

How practitioners use the Patient Portal

Understand the end-to-end workflow for delivering evaluations through the Patient Portal, from scheduling assessments to reviewing completed results.