When you invite a patient to Allia, they receive a secure email to create their account. After signing in, they see an onboarding checklist with the information and forms they need to complete.
1. The patient receives an invitation
The invitation gives the patient three ways to access Allia:
You can also send these links directly to the patient.
Tip: Tell the patient to expect an invitation. If they cannot find it, ask them to check spam or junk and confirm that they are using the email address you entered.
For a prewritten message to send before the invitation, email krista@allia.health.
2. The patient creates an account
The first time the patient signs in, they:
Enter the same email address you used for the invitation.
Enter the one-time password sent to that email address.
Create a password for future sign-ins.
Patients using the mobile app can then turn on Face ID or Touch ID for faster access.
3. The patient completes onboarding tasks
After creating an account, the patient answers the initial questions and reaches their Allia home page. Their checklist may ask them to:
Add an emergency contact.
Add payment information.
Complete the forms, consents, questionnaires, or assessments you assigned.
The checklist includes only the documents assigned to that patient. Ask patients to complete it before their first appointment so your practice has the information it needs.
The mobile app is optional
Patients can create an account and complete onboarding in the Allia Patient Portal. They continue to receive appointment reminders and telehealth links by email.