Below is a list of frequently asked questions about the Agent Portal.
Does the Agent Portal support searching for patients in all Canadian provinces?
Yes, the Agent Portal supports searching for patients in all Canadian provinces, with any health insurance number format.
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. The patient 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. In this case, the designated care providers filter is turned off in the Search results page.
What do I do when I have multiple patient records?
This means that there are multiple patients with the same health insurance number. Use See details, review the patient's information and appointment history, and then to select the correct patient record.
What can I do 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, 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.