Below is a list of frequently asked questions about the Agent Portal.
Does the Agent Portal support patient search for patients of all Canadian provinces?
A: Yes, the Agent Portal supports search for patients of all Canadian provinces, with any health card number format.
Can I book an appointment for a patient without a health card number?
No, the Agent Portal only supports patients with a valid card number from a health authority. The patient must be registered with a health plan in a province or territory.
Can I book an appointment for a patient who doesn’t have a designated care provider?
Yes, the Agent Portal shows available time slots that clinics offer for patients who do not have designated care providers. In this case, the filters for the designated care providers are off in the Search results page.
What do I do when I have multiple patient records?
A: This means that there are multiple patients with the same health card number. Use See details to review the patient’s information and appointment history and then to select the correct patient record.
Patient information is incorrect, what can I do?
Refer patients to their care provider or contact the jurisdictional validation system of the province or territory that issued the patients health cards.
Can I modify an appointment?
No, to modify an appointment, cancel it and book a new one.
Can I edit the message in the appointment confirmation?
No, you cannot edit the message in the appointment confirmation. The Agent Portal uses the message as it is set up by the clinic that provides the appointment.