Resetting linking codes for patients who need to re-link their online services
This guide will show how to reset your patients’ online registration document to provide them with new codes to relink their online accounts
If your patient has any difficulties linking or their account with a chosen provider becomes unlinked, you will need to reset your online registration document to provide them with new codes. It’s important that you reset these codes before reprinting or emailing.
Select the patient using the patient search dialogue
Navigate to Registration and choose the‘Online Services’ tab. For the appropriate user select the ‘View online user’ link
Click ‘Reset account key’ and print /email the document
The patient may now use the new codes in the normal way
Use the search facility to find the appropriate patient
Select the ‘Administrative’ tab, then‘Online Services’. Click ‘Register for Online Services’ in the main panel
Select ‘Reset party links’
Choose ‘Issue or view new third-party passphrase’
Confirm identity and print (or email)the passphrase
From ‘Registration’ find the patient you want to reprint details for
Select the Online Services tab
Click the ‘Reset Online Account’ button
Print or email the new codes, appropriate
