1) Login to Practicesuite and click on the Search Patient module from the main menu. In the Patient Search page, type the name of the patient, the patients list will be displayed below. Click on the name of the patient from the list to open the Patient Information page.

2) From the Patient Information page, click on the Portal Access button. The Email ID of the patient will be set as the User name. Enter a Login Password for this user. Select the Show CCR Report option and click the Save button.

3) Launch the Internet explorer and go to the practice portal website. Click the Search Practice button and enter the name of the practice and click the Search button. Click on the practice name to select it. When the practice page appears, enter the User Name and Password provided to login to the patient portal. Click on the CCR Report. In the screen that appears, select the items to be included in the clinical information report (Medical, allergy, social, lab, diagnosis, immunization, procedure etc..) and click the Search button. The patient clinical information will be displayed.

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