The Patient Management tab, located in the left-hand menu of the Clinical Portal, allows you to view and manage all patients in your organisation. This area is used to organise patients into groups and manage any self-sign-up workflows that require review before access is granted.
📁 Second-Level Tabs
🗂️ Patient Groups
This tab allows you to view and manage all of your organisation’s Patient Groups.
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Each group can have its own content, assigned Team Members, notifications, and more.
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You can create new Patient Groups, edit configurations, and assign patients as needed.
📘 For more information, see: Intro to Patient Groups
⏳ Patients Pending
This tab is only visible if your organisation allows patients to self-sign up 📝 and has enabled a setting that requires review and approval before access is granted.
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When a patient creates an account via self-sign-up, their record will appear here in the Pending state.
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Admins or authorised Team Members can click ✅ Approve to activate the patient’s account.
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Once approved:
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The patient receives an email notification 📩 confirming their account has been activated.
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They can then log in and begin using the platform.
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💡 This feature helps organisations maintain control over who gains access to the platform, particularly useful for clinics with specific intake requirements or eligibility criteria.