Connect your Patients

How to connect patients to Smilecloud Passport

Smilecloud Passport brings the past, present, and future of your patient’s smile—all in one place. Patients can access shared dental documentation and smile designs, and communicate with their case team from their phone.

The updated connection flow makes it easier to connect a patient to their case, either during an appointment using a QR code or remotely by sending an invitation.

1. Open the patient’s Passport

Open the patient’s case in your Smilecloud workspace, then click the patient’s name in the top navigation to access their Passport section.

2. Click Connect

In the Passport section, click Connect to begin.

3. Add their details and choose how to connect

Enter the patient’s email address and mobile number, checking that both are correct. The patient will need access to their email to complete verification.

Next, choose the option that matches your situation:

• Yes, in the room: Displays a QR code the patient can scan with their phone.
• No, send an invite: Sends an invitation link to the email address provided, so the patient can connect remotely.

Before sending the invitation, review the confirmation text shown in the window regarding the recipient’s identity, authority and the sharing of patient data.

4. Ask the patient to scan the QR code

If the patient is with you, ask them to open their phone camera, point it at the QR code and tap the link that appears.

If they cannot scan the code, select Send Invite instead.

What happens on the patient’s phone?

After opening the QR link or email invitation, the patient completes the following steps:

1. Request a verification code. On the Passport sign-in screen, check the email address and tap Send code.
2. Check their email. Find the message containing the verification code.
3. Enter the code. Return to Passport, enter the code and tap Continue.
4. Review and accept consent. Read the information presented, provide the required consent and continue.
5. Access Passport. The patient can now explore the documentation and smile designs shared with them and communicate with the case team.

See full Guide: https://learn.smilecloud.com/en/article/guide-for-patients 

A useful habit: Connect patients while they are still in the clinic, so your team can guide them through their first sign-in and show them where to find their shared content.

📲 Download links:

Smilecloud Passport on App Store

Smilecloud Passport on Google Play

For a modern patient experience, Smilecloud Passport makes all the difference.