Patient Portal Help

How to add family members under the same email

Here below are steps that allow you to share a patient portal among different related users (e.g., caregiver and dependent, spouses) who would like to have a shared portal login and password. These are written so you can easily copy and paste them with your clients without (or with minimal) editing.

• If you would like to share a portal login and password among different members of your family (e.g., caregiver and dependent, spouses), you can do that by following the steps below:
  
  The precondition for a shared account is that you have the same primary email address set up with your practitioner for all connected individuals 
  • E.g., if you're a parent and a child, both your profiles with your practitioner should have the parent's same email address on file
• If the primary adult has not yet set up their patient portal account - or does not remember their password - start by going to the patient log-in site: https://www.optimantra.com/optimus/om/patient/login
  • Enter the email you provided to the office of Dr. Scott Monk via phone or online.
  • Click on “Reset Password” and re-enter your email address and send the password link to your email.  
  • The program will send you a message that you have successfully sent the password link.  
  • Go to your email and open the password link (search for OptiMantra support if you can’t find it; or check your Spam folder)
  • Enter your new password (save it somewhere safe) and then enter it again for confirmation.
• Now, you can differentiate between persons as follows:
  • For each family member who has the same email address on file, go into the portal by entering the shared log in and the shared password 
  • Then, OptiMantra will ask for the first name only and the date of birth (format of YYYY/MM/DD)
  • This will allow you to access the information of said individual.
• Make sure that when you log in to the Portal, you choose the correct person for whom you are completing steps - uploading documents, entering demographics and medical history, or checking patient forms - to avoid confusion between patients.