---
title: Accession and Health Connect Configuration
slug: portal-sub/accession-and-health-connect-configuration
docTags:
createdAt: 2026-03-04T12:03:19.500Z
---
:::hint{type="info"}
**Important Notice: **
Starting **July 2025**, the **Health Connect **and **Provider Direct mobile apps** will no longer be supported. Users are encouraged to transition to the **web versions** for continued access.
**Key Details:**
-A persistent deprecation notice will appear on every app launch, informing users of the transition. -The web versions are optimised for all devices, offering **enhanced features, better security, and a seamless user experience.**
-During the transition period, users can still access app features after acknowledging the notice. -Post-deprecation, the app will display a message directing users to the web version, with a customer-friendly link (e.g., "Health Connect" or "Provider Direct") to the web portal.
**Action Required:**
-Users should begin transitioning to the web version to ensure uninterrupted access to their accounts
:::
| # Overview# Health Connect Requirements
This article is intended for administrators of Profile. It describes the configuration process for Accession Patient and Health Connect.
Once Intrahealth has licensed Accession or Health Connect for your clinic, they can be configured.
* App Updates:
- Users must update the app to the latest version from the App Store to ensure compatibility and access to the latest features.
* Portal Installation:
- Ensure that portals are correctly installed within the Profile build. Ensure that web servers are correctly configured. Ensure all Rules specified in the technical installation guide is configured correctly. Please reach out to Support if you have any questions regarding this step.
* Version Compatibility:
- Version 9 and above: Supports the portal (Patient Portal)
- Version 10.1 and above: Supports the rebranded portal (Health Connect)
* Version Alignment:
- Profile version 9 grants access to version 9 of portal
- Profile version 10.0.2 grants access to version 10.0.2 of portal
|
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
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**Note: **Any mention of Aero Patient in the videos below pertain to Health Connect.
Likewise, any Profile field names or views that reference "Profile Patient Portal" in this article pertain to and support the functionality of the Health Connect and Accession portals.
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# ::embed[]{url="https://www.youtube.com/embed/fIoqi5-gqpg?&wmode=opaque"}::embed[]{url="https://www.youtube.com/embed/2GFfsVDEOII?&wmode=opaque"}
# Details
## Accession & Health Connect Preferences
Once Intrahealth has licensed Accession and/or Health Connect for your clinic, they can be configured by navigating to **Organisation/Preferences/Setup/Profile Patient Portal**
### Setup
### Setting up the URL for Health Connect
The URL that would be added in the Patient Login URL textbox can be configured as below:
Hosted customers will follow a standard format provided by the Intrahealth team, with the suffix, "/HealthConnect" added at the end of the standard format URL. Self-hosted customers should contact Intrahealth for instructions on additional configuration requirements.
### Common Configuration Settings
The first tab is Setup.
| Enable Profile Patient Portal | Check this checkbox to allow patients to use the Health Connect and Accession web interfaces.
Note: If this checkbox is not checked, the Accession and Health Connect [URL](H_9770)*s* will not respond to any connection requests. |
| --------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Send Profile Patient Portal Allowed Notification by | When the \ is set up to connect via Health Connect Accession, the notification that they are allowed to connect can be sent by:
* Email
* SMS
Both of these checkboxes are checked by default. The method of notification will depend on the organization's chosen communication settings and the patient's Communicate by setting in Alter Patient. |
| OnTheGo Profiles | Use this table to manage OnTheGo Profiles. These can enable or disable access to each operation of Health Connect & Accession. There is a Default profile with standard permissions for a patient . Additional profiles can be created with
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to give different patients more or less access. Different patients can be assigned these different Health Connect & Accession Profiles in the Alter Patient/Internet view. |
To customize the permissions to dictate how much access the patient will have to his or her records and to the practice information, double-click on the Default profile in the OnTheGo Profiles* *table.
Health Connect and Accession share the same permissions in the OnTheGo Profiles, though there are some features that apply to Health Connect and not Accession and vice versa.
Scroll through the properties and left click in the Value field for the property to make changes. You can select options from a dropdown menu or enter the value directly. Almost every category has an Enable property to allow users to use the functionality or not and/or a Write property to allow users to make changes to the data or not. For example, patients can be allowed to see their appointments but not create new ones if the Enable value is Yes, but the Write*** ***value is No. If the Write value is Yes, clinics can then choose to set limits, like the providers with whom patients can book appointments in the Care Team Roles property or the POS, if appropriate, in the Allowed POS property (now located in **Organisation / Preferences / Patient Online Booking / **chosen **OnTheGo Profile**).
### Text
The Text** **tab allows for text to be added or modified for various areas in Accession and Health Connect, where instructions or help will display.
To edit this area, double click the item to open its window and enter or modify the text in the free text area.
### Custom Texts
The Customs Texts tab allows the creation of text customized to your clinic. The Terms and Conditions and Privacy Statement can be written by double clicking the item and entering the text in the free text area of the Edit Information window. You can also edit the notification sent to patients when they are allowed connection to Accession and Health Connect.
In the Security tab, these items can be configured to require acceptance on a patient’s first log in or if the terms and conditions are modified.
### Pictures
The Pictures tab allows a custom webpage header to be created in Accession Patient. Use the Header and SubHeader* *fields to enter text, press Load to load images to display in the header, and customize the Background and Font colours to match or coordinate with the image.
### Your HTML
The Your HTML tab gives clinics a place to maintain their own page within Accession Patient. The free text area can be populated with HTML (hyper-text markup language) code. For instance a basic piece of HTML code to populate clinic hours could be placed here.
### Alerts
The Alerts tab allows alerts to be added to show in the Home view of Accession Patient. Click
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to enter a new Accession Alert or edit an existing alert. Press **OK** to save.
### Security
The Security tab allows password and security question options to be chosen, as well as login settings to be configured.
The Require acceptance of terms and conditions checkbox will require patients to accept the Terms and Conditions as defined in the Custom Texts tab upon the first login.
### Templates
The Templates tab allows forms to be used in Accession Patient, either provided by Intrahealth or created by your practice. Click
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to open the Form Templates window. Select the folder to show the content, and double click on the desired form.
In the item line for the form in the Templates table, enter the patient filter if necessary, which allows a group (ex. Diabetes) to be chosen, and select the desired Patient Profile.
### Other
The Other tab contains short codes for Question Categories. Question Categories are populated in the Ask a Question view of the patient portal.
These can later be used in the Patient Items view to filter through patient questions, so that they may be directed to the appropriate party.
### Remind Template
The Remind Template tab allows the clinic to customize a login reminder template to send an email to a user who has forgotten their user account ID and has clicked the I forgot my user name link on the Accession login screen.
# Accession & Health Connect Related Fees
Health Connect and Accession allow for multiple optional revenue sources. The following explains how these fees can be maintained by a clinic.
In the Setup tab, double-click the required OnTheGo profile (in this example, we are using Default).
Under the Fees property, multiple service codes are listed.
| ACCESSIONMED | Default service code for billing of Medication Refill Requests. This fee will be automatically billed to the patient upon an approved prescription refill from Health Connect or Accession. |
| ------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| ACCESSIONMON | Default service code for billing of Health Connect & Accession Monthly Fee. This fee will be automatically billed to the patient at the end of the month, with a partial fee calculated if necessary. |
| ACCESSIONNEW | Default service code for billing of SignOn Fee. This fee will be automatically billed to the patient each time they sign onto the Health Connect or Accession Patient portal. |
Fees can be assigned through this menu; therefore, fees may be different for different OnTheGo Profiles.
