Booking an Appointment and Accessing the Patient Portal

This comprehensive guide will walk you through the complete process of booking an appointment using the EMRG Booking Widget and accessing your Patient Portal to complete required forms and manage your care.

Step-by-Step Booking Process

1. Select Appointment Type

Open the appointment booking widget and select the appointment type you are interested in booking.

Select Appointment Type

2. Choose Provider

Select a provider that supports that appointment type.

Select Provider

3. Book with Provider

Select the "Book with _____" button to proceed with your selected provider.

Book with Provider

4. Select Appointment Time

Select a convenient appointment time from that provider's listed availability.

Select Time

5. Confirm Selection

Click "Confirm" to proceed with your selected appointment.

Confirm Appointment

6. Email Verification

Enter your email and click "Send Verification Code". This step helps prioritize real patients by keeping bots from blocking up provider availability.

Email Verification

7. Check Email for Code

Check your email for a verification code and copy it.

Check Email

8. Verify Code

Paste your verification code and click "Verify".

Verify Code

9. Create Account

Enter your contact information and click "Create Account".

Create Account

10. Add Shipping Address

Click "Add Your First Address" and enter your shipping address information. This helps your provider send medications to your address.

Add Address

11. Continue to Payment

Click "Continue to Payment" to proceed with payment setup.

Continue to Payment

12. Add Payment Method

Click "Add Payment Method" to set up your payment information.

Add Payment Method

13. Enter Payment Information

Enter payment information and click "Save". (Note: For a test booking, use a credit card number of 4111 1111 1111 1111 with a non expired expiration date and CVV of 999)

Enter Payment Info

14. Complete Booking

Click "Complete Booking" and your booking will be confirmed.

Complete Booking

15. Check Confirmation Email

Check your email for an email with "Appointment Confirmation - EMRG" as the subject line.

Confirmation Email

16. Access Patient Portal

Open email to review the details and click "Complete Appointment Forms" to access the patient portal.

Access Portal

Alternative Portal Access

17. Access via Widget

Alternatively, patients can also click "Your Appointments" from the booking widget to navigate to their Patient Portal.

Widget Access

18. Portal Login

Patients access their Patient Portal by typing in the same email that they booked the appointment with and clicking "Send Verification Code" and they will get a code to their email that they then confirm.

Portal Login

Patient Portal Features

19. Dashboard Overview

The Patient Portal Dashboard shows patients their form status and upcoming appointments at a glance.

Dashboard

20. View Appointments

Once they have access to their portal, they can see upcoming appointments and fill out the required forms.

View Appointments

21. Complete Forms

Fill out all required fields and checkboxes to complete required forms.

Complete Forms

22. Submit Forms

Click "Submit" to complete form.

Submit Forms

23. Form Completion Status

Completed forms will be marked as "Completed".

Form Status

24. Review Additional Forms

Click "Back to Forms" to review and complete any additional intake forms.

Back to Forms

25. All Forms Complete

When all forms are completed related to the appointment, the badge will say "All Forms Complete".

All Forms Complete

Identity Verification

26. Upload Government ID

For legal purposes, patients must verify their identity by uploading a picture of their government issued ID. Simply click "select file" and upload a picture of your drivers license or similar government issued photo ID.

Upload ID

27. Upload License

Once it has been selected, click "Upload License."

Upload License

28. Upload Confirmation

A green banner will indicate that the license has been uploaded successfully, and if patients need to upload it again, they simply repeat the process.

Upload Success

Additional Portal Features

29. Appointments Tab

The Appointments tab allows patients to see their upcoming and past appointments.

Appointments Tab

30. Billing History

The Billing History page in the patient portal will show all previous orders and will allow patients to review and download their receipts.

Billing History

31. Payment Settings

The Payment Settings page allows the patient to add alternate shipping address and payment methods as needed.

Payment Settings

What Happens Next

After completing the booking process and accessing your Patient Portal, you'll be able to:

• Complete all required intake forms before your appointment
• Upload necessary identification documents
• View and manage your upcoming appointments
• Access your billing history and receipts
• Update your payment and shipping information

For additional support with appointment booking or portal access, contact our support team at support@joinemrg.com.