Patient Portal Onboarding
Patient portal activation with identity verification and feature education
Complexity: Simple | Duration: 5-15m | Category: Industry/Healthcare
Tags: portal onboarding patient-access healthcare
Workflow Diagram
Steps
Step 1: Verify identity
Agent: security
specialist - Confirm patient identity
Step 2: Create credentials
Agent: healthcare
specialist - Generate secure login
Step 3: Send activation
Agent: notification
specialist - Email portal invitation
Step 4: Guide setup
Agent: healthcare
specialist - Walk through initial login
Step 5: Demonstrate features
Agent: healthcare
specialist - Show key functionality
Step 6: Confirm access
Agent: healthcare
specialist - Verify successful activation
Usage
To execute this workflow:
/workflow industry/healthcare/patient-portal-onboarding.workflow
Related Workflows
See other workflows in this category for related automation patterns.