Sigmund Patient Portal Training

1. Aura Patient Portal
Annual Training for All Staff

2. Aura Patient Portal
• What is the Patient Portal?
• How to setup the Patient Portal.
• How to use the patient portal.
(From the patient's perspective)
Course Objectives

3. What is the Patient Portal?
•The Client Access Portal is available for referral records, active
clients, and discharged clients. Clients can do the following:
View, complete, and sign assessments called Questionnaires
(configured to limit the amount of time a client must view or
complete them)
 View, sign, and/or complete Forms
 View, download, request to modify, and request to cancel
current appointments (COMING SOON)
 Message approved members of their treatment team
 (COMING SOON)
 View statements and balances (COMING SOON)
 Make payments (COMING SOON)
 View uploaded documents and medical records
 (COMING SOON)
 Upload documents for staff to view in imaging
 (COMING SOON)

4. Setup
How to setup the Patient Portal.
Client Access Portal Registration
Staff must first register the client to access the
portal. There are three ways to register the
client:
From the Client Demographics module in
Client Chart
From the Client ID Card in Client Chart
From the Admission module

5. Patient Demographics
• From the Client Chart View, click the Demographics module
1. From the Demographics screen, verify the following information has been obtained from the client:
• DOB – required field
• SSN – client will need to provide SSN (not required if client cell phone has been provided) to
register for portal access.
• Cell phone number – client can use cell phone number instead of last four digits of SSN to
register for portal access.
• Email – it’s recommended, but not required, that an email address is provided.
•Click “Register” next to Client Access Portal

6. Patient Demographics
• Select an option for registering the client; if the client has provided an email, select Register With Email, then click Register
• Keep the security access set to “Client Access”
•
• Scroll down to the bottom of Demographics and click Save.
• If you receive the following response, make sure you have a valid Date of Birth, and a Cell phone number. (Not just a Home
Phone)

7. Patient Demographics
The client will receive a registration email where they will be
required to verify their DOB and the last four digits of their
SSN or cell phone number.
The client will then be required to change their password.
After completing the password change, the client can login to
the Client Access Portal.
The email will come from noreply@sigmundsoftware.com
and will look like this.

8. Patient Chart
Another way to Register a patient for the Patient
Portal is using the Patient Chart.
Click the Button Register for Patient Access
Here you select the option that best fits the
patient.
Sundown Recommends that you always Register with
Email unless there is a good reason for not being able
to obtain an email address.
**NOTE: If staff registers a client without an email, a
username will automatically be created.
Staff can change the client’s username

9. Admission Screen
From the Admissions screen, complete the applicable
fields
**NOTE: Refer to the Admissions training guide for
more details
At the bottom of the Admissions module, check an option
under the Client Access Portal Registration section and then
click Admit
If the “Register With Email” option was selected, a
message will appear indicating that the registration email
has been sent to the client
f the “Register Without Email” option was selected, a
message will appear indicating that a Client Access account
has been created with a username and temporary password

10. Patient Perspective
After clicking the Start Registration Link in the patient’s email, they will need to verify
Date of Birth
Either Last 4 digits of SSN or Cell Phone Number (This is not the Home Phone Number)

11. Patient Perspective
Next the patient must create a password.
8 characters or more
Must have capital letters and lowercase
Must have a number
Must have a symbol

12. Patient Perspective
The dashboard will look like the picture to the
right.
The patient can click the forms and sign the
“Unsigned” forms.

13. Managing Forms
To manually add a form to the client
From the client chart view, click the Forms module
Select the applicable form, check the option for “Show in Client Access” and click Add Form
**NOTE: After clicking “Show in Client Access”, a message will appear indicating that the client is registered for portal access.
Scroll to the bottom of the form to the signature(s) section, but DO NOT SIGN the form. Check Unfinished, then click
Save.
**NOTE: A signature field will only appear in Client Access Portal if the client signature is required; clients will not see Staff or
other (i.e., Contact) signatures needed on the form.
If a message appears indicating there are incomplete narrative fields, those fields must be removed and/or completed
before saving the form to Client Access.

14. Portal Forms Awaiting Staff Signature Home Panel Widget
Once the client has signed the form, staff can view forms that are awaiting a required staff signature to be complete.
From the AURA Home screen, scroll down to the home panel widgets and click the Portal Forms Awaiting Staff Signatures
widget
This displays a list of forms that require a staff signature to be completed for all client forms. **NOTE: Staff can view the
client’s name, name of the form, and when the client and/or contact signed the form.

15. Portal Forms Awaiting Staff Signature Home Panel Widget
Once the client has signed the form, staff can view forms
that are awaiting a required staff signature to be complete.
From the AURA Home screen, scroll down to the home
panel widgets and click the Portal Forms Awaiting Staff
Signatures widget
This displays a list of forms that require a staff signature
to be completed for all client forms. **NOTE: Staff can
view the client’s name, name of the form, and when the
client and/or contact signed the form.
For staff to sign the form, click the applicable blue Form
link to open the Forms module.

16. The Patient Is The Reason We Are Here
Questions?
Please contact HR