Overview
This guide provides step-by-step instructions on how to accept an invitation to joining Engage. It covers the account setup process, gaining access to health information, troubleshooting, and helpful tips to ensure a seamless experience for patients.
Table of Contents
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Prerequisites
- Ensure all required setup steps are completed first
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Helpful Hints and Recommendations
- Tips to optimise your workflow and avoid common issues.
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🎓 How to Accept a Patient Invitation to Join Engage.
- Overview of accepting an invitation
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Troubleshooting
- Basic troubleshooting tips
- Frequently Asked Questions
ℹ️ Prerequisites
You must use the exact same email address, DOB, and phone number that are recorded in your patient file at the practice. If any details are different, you'll need to contact you healthcare provider.
ℹ️ Helpful Hints and Recommendations
- After your healthcare provider invites you to Engage, you'll receive an email with the subject line "Welcome to Engage - Your New Patient Portal!"
- If you don't see the email, check your spam or junk folder. The email will come from your healthcare provider's domain.
🎓 How to Accept a Patient Invitation to Join Engage
1. Open the email invitation from your inbox.
2. Click the Get Started with Engage link in the body of your email.
3. Enter your email address, DOB, and phone number exactly as recorded in your health record to complete the verification process.
ℹ️ This verification ensures that only you can access your health information. All three pieces of information must match your health record exactly.
4. Click Submit to complete the verification process.
5. Enter a secure password, ensuring it meets the required criteria, then confirm it by re-entering the password.
ℹ️ Make a secure password by combining uppercase and lowercase letters, numbers, and special characters. You might want to use a passphrase that is memorable to you but hard for others to guess.
6. Tick the box to agree to the Terms and Conditions and Privacy Policy.
7. Click Let's Get Started to complete your registration.
ℹ️ What Happens Next?
After completing registration:
- You'll be automatically logged into your Engage account.
- Your healthcare provider will be notified that you've joined.
- You can now access your health information, book appointments, and communicate with your healthcare team.
ℹ️ Troubleshooting
| Issue | Possible Cause | Solution |
| "Unable to complete this process" error |
Details entered don't match health record | Contact your healthcare provider to verify information. |
| No invitation email received | Email went to spam or incorrect email on file | Check spam folder or contact your healthcare provider. |
| Can't create account with your email | Email already associated with an account | Use "Sign In" option instead or "Forgot Password" if needed |
| "Let's Get Started" button is disabled | Terms and Conditions not accepted | Check the box to accept Terms and Conditions |
ℹ️ Frequently Asked Questions
Q: How secure is my information in Engage?
A: Engage uses industry-standard encryption and security measures to protect your health information.
Q: Can family members access my Engage account?
A: No. Each patient needs their own account. However, future versions may include features for authorised caregivers.
Q: What if I forget my password?
A: On the login screen, click "Forgot Password?" and follow the instructions to reset it.
ℹ️ Need Help?
If you encounter any difficulties during the registration process, contact your healthcare provider directly. They can verify your information and help resolve any issues.
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