Setting up Patient Portal

 

Add your Company Branding

1. Log into the Tellescope CRM
2. Click the Settings Tab
3. Click Organization Tab
4. Click Upload Logo
5. Select your Logo from your files
6. Click Upload File
7. Click Edit Theme Color
8. Enter your Company’s HEX Code
   1. Note: This will be used as the theme color for the client portal

Accessing the Portal

1. Access your portal at https://yourorganizationname.portal.tellescope.com

   1. The organization name used to access your portal is your organization handle
   2. In the image below their Client Portal domain is
   3. https://examplehealth.portal.tellescope.com

   

Creating a Test Account in the Portal

1. Go to your company’s Portal
2. Click Don’t have an account? Create One
3. Create an account using a different email than the one used to register your Tellescope account
4. Once you’ve created a Client Portal account, that information will populate in your Tellescope CRM (you may need to refresh)

Using the Portal and Community:

1. You can find more information about how to use the Client Portal and Community features by clicking the hyperlinks