Parent Portal Setup (AccuPoint Legacy)

Jump to Section [Parent Portal Setup] [Parent Portal Admin Page]

Parent Portal Setup

Note: To access the account, parent users will need to go to https://myaccupoint.com/#/login and  log in with user name and password you created for them.

1. Go to the dashboard
   • select ABA Data for the Client/Employee/Doctor setting
   • select Patient Portal Users for the Select a Transaction setting
2. Click Enter. The Patient Portal Admin Page opens. 
   
   
   
3. Click the Create New User button in the top left corner. The Create New User page opens.
   
   
4. Enter user's information.
   • user name
   • password
   • email
   • first and last name
5. Check the Active box to keep the user active in the system. 
   • Uncheck the box to deactivate the user account.
6. The Locked box will be checked if the user attempts to login with an incorrect password multiple times.
7. Select the client profiles associated with the user.
8. Select the appropriate permissions for the user. Permissions allow users to access information in the system. 
   • Schedule permission - allows access to session notes and the schedule for the selected patient. They also have the ability to apply a signature to session notes from the schedule page.
   • Behavior Data permission - allows parents to generate a  BTD data report.
   • Acquisition Data permission - allows access to the BTI.
   • Client Notes permission -  allows access to notes taken in the Data App.
      
9. Click the Create User button.

Patient Portal Admin Page

1. User List - lists all active parent users for your organization.
   • Scroll over to edit user information and change the password.
2. Announcement List- create announcements to display on the portal landing page when parents login to their account.
3. Filter Services for Parents - filter services available to users.