How does the office handle appointment requests through the EHRez Patient Portal?

Modified on: Tue, 8 Oct, 2024 at 5:11 PM


Office Receives Patient Appointment Request

  • The provider will receive notification of the patient's appointment request.  


  • The patient's appointment request will be displayed:


  • Press the “Schedule” button. 


  • Automatically, the “Appointments” screen will be displayed, to add the requested appointment.


  • Select the time you want the appointment. Once selected, press the “Save & Close” button. 


  • The following confirmation message will be displayed: 


  • Press the “Yes” button to save the appointment.
  • Press the “No” button to cancel it.
  • Once you press the “Yes” button, the appointment will be displayed automatically. 


  • Or press the “See Date” button.


  • The “Appointments” screen will be displayed, to add the appointment, according to the office availability. 


  • Once the appointment has been registered, a notification will be sent to the patient. Press the “Notifications” button.


  • The notifications screen will be displayed:


  • Click on the notification. The following screen will be displayed: 


  • Press the “Cancel” button to cancel the appointment. (The patient may cancel the appointment 48 hours prior to the appointment. Otherwise, the patient will be informed to contact the office where the appointment was made).
  • Press the “Confirm” button to confirm. 


  • The appointment will be automatically confirmed.


  • The patient can check the record of his appointments by clicking on the “Logs” button, located at the top right of the screen. 


  • Se desplegará la siguiente pantalla: 


  • To update the appointment logs, press the “Check New Logs” button.


  • When the patient enters the patient portal again, it will display as follows: 

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