Getting started
Vital Link is a healthcare platform for patients, Independent Providers, organization providers, and organization staff. This help covers sign-in tasks for those roles. It does not replace clinical, legal, or billing advice.
If you are unsure which seat you have, start with Which role am I?.
Create or open an account
Section titled “Create or open an account”- Open Vital Link in a browser.
- Choose Sign in if you already have an account, or create an account if you are new.
- Complete the user profile when the product asks for it. Later invitations can reuse that profile.
Use the email address your organization invited, if you were invited. Access invites match a verified email on the signed-in user.
Open the right portal
Section titled “Open the right portal”Menus depend on your role and organization access. Independent Providers and IPS institutions use different portals:
If you belong to more than one organization, pick the organization context the product shows before you change settings. Pending invites for that portal appear in the same list.
Language
Section titled “Language”The product can display English or Spanish. In Spanish, the IPS provider role’s on-screen label is Asistencial (never proveedor). Use the language control in the header to switch this help site.
What this help covers
Section titled “What this help covers”| Audience | Essential tasks |
|---|---|
| Patients | Book, review, reschedule, cancel, membership, sign a clinic consent QR |
| Independent Providers | Independent Portal: profile, availability, agenda, informed consent, consent templates, and Users for Administrative help |
| Organization providers | Organization Portal: profile, availability, agenda, informed consent |
| IPS staff | Support scheduling and organization tasks their role allows |
| Organization admins | Invites, sites, services, consent templates, IPS organization profile |
Regulatory reporting, clinical documentation, and integrations stay in-app. This help does not document every screen.
- Open Which role am I? if the table is not enough.
- Open the section for your role.
- If something fails or the screen does not match, see Troubleshooting.