Learn It
Live It
Share ItPatient Portals
in the Academy
🏥 Welcome, Navigator!
Sign-up, results, refills, messages and proxy access. This module takes about two hours across the video lesson, this eBook and the Qwest station.
By the end you can
- Help a client create and secure a portal account
- Find results, appointments, refills and messages
- Explain proxy access for caregivers
🪙 You earn LEARN It coins as you turn the pages, and a chapter badge when you reach each section.
Patient Portals
What a portal is
A secure website or app from a clinic or health system, such as MyChart, where patients see visit notes, test results, appointments and bills, and message their care team.
Signing up
Most portals need an activation code from the clinic, or identity checks online. Help the client use their own email, a strong passphrase and two-step verification.
The big four tasks
Check upcoming appointments, read test results, request a refill, and send a message to the care team. Practice each one until the client can do it alone.
Patient Portals continued
Reading results
Results often arrive before the clinician has reviewed them. Show where normal ranges appear, and remind clients that the care team will explain what results mean.
Proxy access
A parent, caregiver or adult child can get their own login to help manage someone else's portal, with permission. Rules differ by clinic and for teens, so ask the clinic for its proxy form.
Words Navigators Use
A secure site or app to see your health record and contact your care team.
A one-time code from the clinic used to create a portal account.
Permission for another person to use their own login to help manage someone's portal.
A private message to the care team sent through the portal.
Rosa helps her father
Rosa manages appointments for her father, who speaks Spanish and does not use email. She has been logging in with his password.
Your navigation steps
- Explain why sharing his password is risky
- Ask the clinic about proxy access
- Help Rosa complete the proxy form
- Set the portal language to Spanish if offered
- Practice finding his next appointment
In the Qwest, the steps are shuffled. Put them in the best order to help the client and earn your LIVE It coins.
Keep navigating: Patient Portals
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlockCheck Your Navigation Skills
- Using someone's password
- Your own login to help manage their portal, with permission
- Hacking
- A paper chart
- Only after review
- Before the clinician has reviewed them
- Never
- Only by mail
- Request a refill
- Change your diagnosis
- Order medicine from another country
- Delete notes
- The navigator's email
- The client's own email
- A shared family email
- No email
- Explain the diagnosis
- Show the normal range and help them message their team
- Tell them not to worry
- Search online for treatment
Answers are on page 11. In the Qwest this is the Boss Quiz — score 80% to earn the station badge.
Keep navigating: Patient Portals
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlockStation 6 Qwest Lab
Every challenge uses this module. Each one earns Live It coins and moves you toward the next Navigator rank.
Keep navigating: Patient Portals
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlockTeach It Forward
The fastest way to master a skill is to teach it. Your Share It challenge:
- Help one person find their next appointment in their portal.
- Use teach-back: ask them to show you the step in their own words.
- Post what you learned (no client names) in your group or the Share It Studio to earn SHARE It coins.
Keep navigating: Patient Portals
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlockRecord What Changed
Log one row per client goal. These outcomes roll up to your program's PHIT Score Card. Record counts, never private health details.
| Date | Client goal | Outcome | Minutes | Next step |
|---|---|---|---|---|
Outcome codes: Device set up · Home internet enrolled · Portal activated · Telehealth visit completed · Benefits application submitted · Referral closed.
Keep navigating: Patient Portals
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlockAnswer Key
- B. Your own login to help manage their portal, with permission — Proxy gives a separate login.
- B. Before the clinician has reviewed them — Many results post right away.
- A. Request a refill — Refills, results, appointments, messages.
- B. The client's own email — The client owns the account.
- B. Show the normal range and help them message their team — The care team interprets results.
Source: Digital Health Navigator Pro, Force for Health Academy (2026). Program details such as Lifeline amounts and benefit portals change; check current information locally.
Keep navigating: Patient Portals
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlock12 modules. One navigator.
Each eBook pairs with a video lesson in the Force for Health Academy and a station in the Navigator Qwest.
theforce.health/digital-health-navigator · FFH Virtual LibraryKeep navigating: Patient Portals
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlock