---
title: Health Connect and Accession Patient in Profile
slug: portal-sub/health-connect-and-accession-patient-in-profile
docTags: 
createdAt: 2026-03-04T12:03:19.578Z
---

:::hint{type="info"}
**Important Notice:&#x20;**&#xA;Starting **July 2025**, the **Health Connect&#x20;**&#x61;nd **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.
&#x20; -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.
&#x20; -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.
&#x20; **Action Required:**
-Users should begin transitioning to the web version to ensure uninterrupted access to their accounts.

:::

# Overview 

This article is targeted at users of Health Connect and Accession. It focuses on where you can view and/or action Health Connect & Accession items in Profile. 

Accession Videos
There are a number of helpful Accession videos located in the Videos folder. Click here to access the videos related to Accession Patient.

# Health Connect Requirements

- App Updates: 
  - Users must update the app tot he 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

:::hint{type="info"}
**Note:&#xA0;**&#x41;ny Profile field names or views that reference "Profile Patient Portal" pertain to and support the functionality of the Health Connect and Accession portals.

:::

## Alter Patient/Internet View

Patient access to Health Connect Portal & Accession is controlled in **Alter Patient/Internet&#xA0;**&#x76;iew for the specific patient.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/66oHruHCPHQbblp6MfqSs_pdnb6gtexaagrhdypdfztv4xzced9d0jug.png)

1. Check th&#x65;**&#xA0;Allow this patient to connect via Profile Patient Portal** checkbox to enable the patient to log in.Press **OK** in the confirmation dialog box.

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2. Set the username for the patient in the **Logon ID&#xA0;**&#x66;ield. 
3. Click **Change** to reset password. The **Change password** window will appear. Take note of the password, and click **Generate** when complete.

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4. Select an OnTheGo profile from the dropdown list in the **OnTheGo Profile** field, if different from Default.
5. If relevant, select the POS in the POS field under which the patient will log on. 

:::hint{type="info"}
Note: The above steps relate to the clinic managing the registration process.  If the clinic has enabled Health Connect Provider and Accession self registration, steps 2 and 3 will be completed by the patient.

:::

Other options and fields:

| Reset acknowledgment message<br /> | Check this checkbox if you require the patient to review and acknowledge the acknowledgement message every time they log in to Accession.<br />See the **Text** tab in **Organisation/Preferences/Profile Patient Portal&#xA0;**&#x74;o view/alter the acknowledgement message.                                                                                                                                      |
| ---------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Reset Terms and Conditions         | Press this button if you want the terms and conditions to be presented again.                                                                                                                                                                                                                                                                                                                                        |
| Last read on                       | The date on which the patient last acknowledged the acknowledgement message.                                                                                                                                                                                                                                                                                                                                         |
| Web Last Visit                     | The date and time of the patient’s most recent Health Connect & Accession session.                                                                                                                                                                                                                                                                                                                                   |
| Unlock                             | If this button is enabled, it means the patient’s Health Connect Portal & Accession account has been locked, after exceeding the number of unsuccessful logins set in the **Security** tab of the Health Connect Portal preferences. Press the **Unlock** button to remove the lock. See the **Security** tab in **Organisation/Preferences/Profile Patient Portal&#xA0;**&#x74;o view/change security preferences.  |

# Patient Items

Health Connect & Accession Patient allows the patient to be an active participant in their care. Depending on the access permissions set up by the practice, the patient can make appointments, request prescription refills, etc. The practice can view and accept or decline items created or modified by patients in Profile.

## Patient-Modified Accession items

The **Work Centre/Patient Items&#xA0;**&#x76;iew shows activities and items that have been performed in Health Connect & Accession. This can include appointment requests, patient-created clinical notes, changes to demographics, messages, and questions.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/PQVMePM90A6TY5P9efayJ_qvoodrakkdadu3wyddg9miweugfswg1a.png)

## Appointments

Appointments booked through Health Connect & Accession appear in real-time in Profile. In the **Audit** tab of the **Edit Appointment window**, the log will show that the appointment was booked by the patient. An additional notice appears in the provider’s **Work Centre/Patient Items** view. 

Changes to the type, date and time, provider or POS can be made here.  To add additional details such as appointment reason, click

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to open the **Edit** appointment window. Click

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to delete the appointment, or

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 to accept the appointment. Press Apply to save or Revert to go back to the original information.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Sc8ez65DWNklmzKhbdfKq_wjeclvgyqh1ohllt2bdersqdgl0o5urixg.png)

Appointments will only be available for booking through Health Connect & Accession when the associated appointment rule in **Maintain/Appointment/Rules** has **Allow Online Booking** checked with the associated OnTheGo Profile. 

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### Permitted Interventions

Appointments for the Interventions can be made from Care Plans. These appointments will automatically be linked to the associated intervention in Profile, provided the Interventions have been added as part of an Appointment Rule.

1. Go to **Maintain/Appointments/Rules**.
2. Open the applicable Appointment Rule.
3. Press

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:::Paragraph{indent="1"}
. The Permitted Interventions window will open.
:::

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4.  Add interventions that may be booked during the times specified within the Appointment Rule by entering their associated Service Code.
5.  Press

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:::Paragraph{indent="1"}
 to save the permitted interventions.
:::

6. Press

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:::Paragraph{indent="1"}
 to save the changes made to the appointment rule.
:::

## Clinical Notes

Patient-created clinical notes appear in the **Work Centre/Patient** Items view to be reviewed by the provider. The provider can sign the note, which will then appear as an Encounter in the patient’s medical record, with the author being the patient.

To annotate the encounter, click

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; to mark the encounter as Complete or Incomplete, click

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; to sign the encounter, click

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; and to forward the clinical note, click

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. Press Apply to save or Revert to go back to the original information.

## Patient Demographics

Demographic changes made by the patient in Health Connect or Accession appear in **Work Centre/Patient** Items view. The changes appear in red and are automatically updated in Profile.   

Check the checkboxes beside field names and click

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to undo changes or click

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to acknowledge the entire item. Click

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 to open Alter Patient. Press Apply to save or Revert to go back to the original information.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/cRFoC75XaVOHsMKFhW6fx_wsdghtmu42wsk9lkapjh-dabfszkktova.png)

## Messages

Messages between the patient and the clinic can be viewed in **Work Centre/Patient Items** view. 

To add a participant, click

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; to leave a conversation, click

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; to acknowledge a message or all messages, click

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or

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. Press Apply to save or Revert to go back to the original information.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/D1j3nP0Szp_N0_755qeKs_fwttlbag7pfkcyij6bsexzrkcue983keha.png)

They also display in the patient’s **Medical Record** in the **Messages** view.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/n1x2YNB3c0pBNiQU2NdEa_kgff9hpavvy1enrnngztxdaw33zrgmglqa.png)

## Ask a Question

Questions asked by patients appear in **Work Centre/Patient Items&#xA0;**&#x76;iew.

Enter a response in Answer field, and change the Status to Answered or change the Status to Declined. 

Click

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, or type the user’s code into the Provider field to create a task to view this question.

Use

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 to include files, such as medical hand-outs.

Additionally, a fee can be assigned when answering the question in the Patient Items view by entering an amount in the Amount field. Doing so will automatically create a private invoice to the patient for the amount specified. The Financial Provider can be specified for the invoice.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/EGQf6c9WoRSdMPfZvseFo_vbm04clqcnomdglqiu3cvty-yfu9y7dea.png)

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## Prescriptions Refills

The requests for Prescription Refills can be viewed and actioned in the **Work Centre/Prescription Refills&#xA0;**&#x76;iew. The Prescription Refills module may not be enabled for your practice. Further documentation on Prescription Refills is available on the Solutions portal.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/a7VZeDxLch58TD_l2Oqaj_7fxyqzhmp-1efbb08kxom1gevyh7osigvw.png)

## Headlines

The Headline Manager window allows an administrator to control messages that are presented to users or patients on the Accession Portal within the Home view. 

1. Go to **Organisation/Headline Manager**.

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2. To create a new Headline, click

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:::Paragraph{indent="1"}
in the Headline manager toolbar. To edit an existing headline, highlight it and click
:::

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gCzZrRn3lB-H-6My4PSjS_pxvfnnjxyf0dcw8jdqlgnp9j1qqh6yokg.png" size="10" isUploading="false" initialPath="assets/pXVFNnjxYf0dCW_8JdqLgNP9j1Qqh6Yokg.png" githubPath="en/Portals/Patient Portals and Online Booking/Configuration/assets/pXVFNnjxYf0dCW_8JdqLgNP9j1Qqh6Yokg.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
. The Headline window will open.
:::

3. In the Headline field, select a Headline category from the dropdown menu.  
4. Enter your desired description in the field next to the category.
5. Enter your desired summary in the Summary field.
6. If necessary, enter a URL in the More information URL field, if a webpage has been set up to give users more information.
7. In the Date fields, set a validity period for the headline.
8. In the Type field, select Patient from the dropdown menu.  This will ensure the headline will appear in the Health Connect and Accession Patient portals.
9. Press

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/9COrLbfDfc69ToSgVOn96_zqgaxg52ridjrkegeni99crrhrij7xqrlw.png" size="11" isUploading="false" initialPath="assets/zQGaxg52RIDjrKegeni99CRrhRiJ7XQRLw.png" githubPath="en/Portals/Patient Portals and Online Booking/Configuration/assets/zQGaxg52RIDjrKegeni99CRrhRiJ7XQRLw.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
to save the data and close the window.
:::

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/B7IYyMnDIAI5oCdbq9GeB_kd5l-oftdbucjdxxrkuxdcabttz09paeva.png" size="98" isUploading="false" initialPath="assets/kD5l-OftdBUcJdxxrkuXDCabttZ09paEvA.png" githubPath="en/Portals/Patient Portals and Online Booking/Configuration/assets/kD5l-OftdBUcJdxxrkuXDCabttZ09paEvA.png" position="flex-start" showCaption="false" indent="2"}

Below is an example of a headline as well as the outcome on the Accession portal.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/cANm_iCD3nUR448yJ1GlU_9matavowin9s8exztr93xmg8ruufhcn83w.png)

## Health Connect Settings

The **Profile Patient Portal Settings&#xA0;**&#x76;iew in **Control Centre/Manage** allows for management of patients’ use of Health Connect & Accession.

Toolbar icons:

| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/VLqdWJjoqCa7kXn5PaEZH_jkeel08f30ifu4jqjpmfq45xlm7kogomw.png" size="11" isUploading="false" initialPath="assets/jkeEl08F3_0IFU4jQjpMFQ45Xlm7kOgoMw.png" githubPath="en/Portals/Patient Portals and Online Booking/Configuration/assets/jkeEl08F3_0IFU4jQjpMFQ45Xlm7kOgoMw.png" position="flex-start" showCaption="false"}  | Select or deselect patients for editing.                                                      |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------- |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dpP65yMiyWfsdR2CVBa2P_u2h-tsnac7iaiafxi9mwpoqrbbnezn8hg.png" size="10" isUploading="false" initialPath="assets/u2H-T_snAC7iAiafxi9MWPOQrbbneZN8hg.png" githubPath="en/Portals/Patient Portals and Online Booking/Configuration/assets/u2H-T_snAC7iAiafxi9MWPOQrbbneZN8hg.png" position="flex-start" showCaption="false"}  | Enable or disable Health Connect & Accession access.                                          |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/kQ-RRTDEMXKZU-2lu5qnP_dqxi1nqqjxs3pjdvxyizc0nllu0ig9lgg.png" size="10" isUploading="false" initialPath="assets/DQXI1NqqjXs3pJd_vXyiZc0NlLu0IG9lGg.png" githubPath="en/Portals/Patient Portals and Online Booking/Configuration/assets/DQXI1NqqjXs3pJd_vXyiZc0NlLu0IG9lGg.png" position="flex-start" showCaption="false"}  | Set the OnTheGo profile.                                                                      |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Wrxk3GxbjYI8Z-wmtm0f9_2ngdfncxtkqnc4nxtinlyn0wdkdu510u8q.png" size="10" isUploading="false" initialPath="assets/2NgdfnCXTKqnc4nXtINlYN0wDKdu510U8Q.png" githubPath="en/Portals/Patient Portals and Online Booking/Configuration/assets/2NgdfnCXTKqnc4nXtINlYN0wDKdu510U8Q.png" position="flex-start" showCaption="false"} | Set a patient’s login parameters.                                                             |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tmHXaQRURAwcBTUu2reo2_7yebwv0zfe4ptnwa61mau4qlol7bqxbtg.png" size="10" isUploading="false" initialPath="assets/7yeBWV0zfe4PtNWa61Mau4qlOL7bq_xbtg.png" githubPath="en/Portals/Patient Portals and Online Booking/Configuration/assets/7yeBWV0zfe4PtNWa61Mau4qlOL7bq_xbtg.png" position="flex-start" showCaption="false"}  | Force a password change for the patient upon their next login.                                |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ypV4KKDx5jWOa6xLirwM1_duxaqmeksxlzirk1zgzpxpwjqrezza64w.png" size="10" isUploading="false" initialPath="assets/duxa_QMekSxlzIrk1ZGZpxPwjQReZza64w.png" githubPath="en/Portals/Patient Portals and Online Booking/Configuration/assets/duxa_QMekSxlzIrk1ZGZpxPwjQReZza64w.png" position="flex-start" showCaption="false"}  | Create a group from the selected patients for Health Connect & Accession management purposes. |

To load a list of patients based on criteria, the following fields function as below:

| Group          | Load a specific group of patients grouped previously in this view.                                                      |
| -------------- | ----------------------------------------------------------------------------------------------------------------------- |
| Profile        | Refers to the access level profiles as set up in Health Connect & Accession Patient preferences.                        |
| Enabled        | Whether the patient has Accession enabled, disabled, or both.                                                           |
| Has email      | Whether the patient has an email address in Alter Patient.                                                              |
| Has cell phone | Whether the patient has a cell phone number in Alter Patient.                                                           |
| Last login     | A calendar dropdown allows for selection of a particular date. Options are Before or After the selected date, or Never. |
| Load           | Load the patients based on the criteria entered.                                                                        |
| Clear          | Clear the patients based on the criteria entered.                                                                       |
