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Client Portal Registration

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Dr M H B Ariyaratne edited this page Jul 24, 2026 · 11 revisions

Client Portal Registration

Status: Planned — foundation work in progress, not yet available in production. Tracked in GitHub issue #398, foundation implementation in pull request #22358. This page describes how registration is designed to work once the feature ships; the account-creation screens described below do not exist in the application yet.

Overview

The Client Portal will let a patient create their own login account for the HMIS web portal, instead of every portal account having to be set up by hospital staff one at a time. Once registered, a patient logs in with their phone number or email plus a password — the same way hospital staff log in today, but as a separate, patient-only account type that has none of the staff menus or permissions.

Registration is designed around one rule: a portal account always attaches to a person who is already known to the hospital, or becomes known to the hospital at the moment of registration. There is no "create an account for a stranger with no visit history" path — every account traces back to a specific patient record.

The Four Ways to Register

1. Ask hospital staff to set it up for you

If you're at the hospital or on the phone with a staff member, they can create your portal account for you directly from their own staff login — no OTP needed, because the staff member is verifying who you are in person or by phone.

2. Register yourself using your phone number

If your phone number is already on file at the hospital (from a previous visit), you can register from home:

  1. Enter your phone number.
  2. The hospital sends you a one-time code (OTP) by SMS.
  3. Enter the code to verify it's really your phone.
  4. Set a password for your new account.

If your phone number isn't on file yet, this path won't find you — see the Kiosk option below, or ask staff (option 1).

3. Register yourself using your email address

Same idea as the phone method, but with an email instead: your email must already be on file, you'll receive a one-time code by email instead of SMS, and you verify it the same way before setting a password.

4. Register at a hospital kiosk

Hospitals may set up a self-service registration terminal in the lobby or reception area (restricted to that terminal's network so it can't be used remotely). The kiosk still verifies you by OTP, but — unlike registering from home — the phone or email you enter doesn't have to already be on file. If it isn't, the kiosk can create your patient record on the spot as part of registering your account. This is the only registration path that can sign up someone with no prior hospital visit at all.

What If My Family Shares One Phone Number?

Many households — especially those with elderly parents or young children — share a single phone number. HMIS accounts for this: when you verify a shared phone number by OTP, if more than one patient record is linked to that number, you'll be shown a list of the people registered under it and asked to pick who you are before continuing. The one-time code verifies the phone, not the person — picking yourself from the list is a separate step afterward.

If you already have a portal account, trying to register again under your own name will show a message telling you an account already exists, instead of creating a duplicate — you'll be pointed to log in or reset your password instead.

After You Register

You'll set a password during registration (whichever of the four paths you use), and future logins use your phone or email plus that password — the one-time code is only needed at registration, and again later if you ever need to reset a forgotten password.

Once logged in, the first version of the portal will show your hospital's name, address, and contact details, along with a welcome message. Features like viewing your bills, appointments, or lab reports are not part of this first version — those will be added in later updates, and this page will be revised to cover them once they exist.

For Developers

This feature is being built in phases. Technical details — the data model, the reused OTP/matching infrastructure from the existing channel-booking payment flow, and the phased implementation plan — are in the design spec and implementation plan committed alongside the code:

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