Completing to-do items from the patient portal

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • View and complete all to-do items assigned to you as a patient from the patient portal.

    Important:

    Starting with the Yokohama release, Pre-Visit Management is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported.

    For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.

    The to-dos page is where you as a patient can view and complete all your to-dos on a single page on the patient portal. By default, the following to-do items are assigned for procedure requests:
    • Review the insurance information
    • Review and sign the privacy consent form
    • Review and sign the procedure consent form
    For each of the to-do item, you receive an email notification containing the item information and the link to the patient portal. You can access the to-dos page and complete your to-do items.
    Note:
    Your administrator can configure the to-dos page to add more to-do items.