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Include only what is needed to reproduce the problem:

  • The portal you were in: Patient Portal, Independent Portal, or Organization Portal
  • Your seat: patient, Independent Provider, organization provider, IPS staff, or organization admin
  • The task you tried (book, invite, save availability, …)
  • Approximate time and whether others are affected
  • Screenshots that do not include clinical notes, identity documents, or passwords

Do not send health record exports unless your organization already has a process for that.

  • Reset passwords or change roles
  • Approve a provider profile or Independent practice review
  • Book or cancel an appointment for you
  • Give clinical or legal advice

Search the header before you escalate. Pages exist in English and Spanish. Start with Which role am I? if the portal name is unclear.