The Customer Portal has built-in features to allow Doctors to register their own account and create Login ID and Password. It also provides features like change & forgot password to make it a self service process and without any overhead for your Lab.

When Doctors log on to the Web for the first time, they will be presented with the following page.

If this is their first time accessing the Customer Portal, they can click 'Sign Up' to create an account. Two sign up options are available:

1. I'm already a customer. Register for Portal access. This option should be used by Doctors that already have a Customer record in DLCPM Enterprise.

2. I'm not a customer. Sign up for an account. This option should be used by new prospect customers that do not already have a corresponding Customer record in DLCPM Enterprise. Note: This option will only be available if the Management Console property AllowRegisterProspect is set to 'Yes'.

When users select the I'm already a customer. Register for Portal access option, the form pictured below displays. Customers must accurately fill in all fields before they are granted a Customer Portal account.

Register form

Once they click the Register button, if the information is correct, they will be logged in to the Portal.

When users select the I'm not a customer. Sign up for an account option, they will be taken to the Prospect Registration form. This form is more detailed, as it collects all information required to create a new Customer record. The required information includes contact details, practice information, and more.

Register form

You can also define a series of custom Prospect Questions to gather more information about the new prospect during signup. To do this, start by creating a Profile containing the desired questions and answers in DLCPM Enterprise. Once you have created the profile, navigate to the Customer Portal Management Console and enter the new Profile's name in the ProspectQuestionsProfile property. The Profile questions will be displayed on the 'Profile Details' tab during Prospect signup.

Once the user has entered all the required information and click the Register button a new Prospect Customer record will be created in DLCPM Enterprise. The customer will additionally receive an email containing their username and a link to validate their email.

When the Web Portal is installed, it uses the default home page. You have the option of completely replacing the home page with any information you wish to display. This may include pictures, advertisements and links to other pages on your web site. The home page must conform to the specified format and size and must be maintained by your graphic designer. MTSI does not provide any web site development as part of the web service.

Note: To learn more about the home page menus and features, see the Web Portal Doctor Guide

There may be a time that you are on the phone with the Doctor or they prefer that the Lab setup their account. If so, you would register him from the CPM Client program in a couple of seconds.

1.Open the Customer form and find the account.

2.Click on Practice Info Tab.

Customer > Practice Info form

3.On this page, look for Web Access Information.

4.There are two fields in this section. Simply ask the doctor what he would like to use as Login ID and Password, enter them and click Save. You should ask for his email for future communications.

Depending on the user’s security access, you may not be able to see the password after it is changed. This is done for security reasons to prevent everyone in the Lab for being able to see the Doctor’s password. User may change the password but would not know the original one.