Below is a list of frequently asked questions about the Agent Portal.
Does the Agent Portal support the ability to search for patients in all Canadian provinces?
Yes. The Agent Portal supports patient searches for all Canadian provinces and accepts all provincial health insurance number formats.
Can I book an appointment for a patient who does not have a health card number?
No. The Agent Portal only supports patients with a valid health insurance number from a health authority. Patients must be registered with a health plan in a province or territory.
Can I book an appointment for a patient who does not 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.
What happens if there are multiple records for the same patient?
Multiple records can appear for patients with the same health insurance number.
Use See details to review the patient's information and appointment history. Select the correct patient record.
What if the patient's information is incorrect?
Refer patients to their care provider, or contact the jurisdictional validation system of the province or territory that issued the patient's health cards.
Can I modify an appointment?
No. You cannot modify an appointment. Cancel the appointment and then book a new one.
Can I edit the message in the appointment confirmation?
No. The clinic providing the appointment configures the appointment confirmation message. You cannot edit the message in the Agent Portal.