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Patient App - Set up & How Patients Can Use It

A step-by-step guide for setting up the Canvas Patient App and showing patients how to use it for appointments, communication, and records access.

Patient App - Watch Video

Purpose of this Video

This video walks through how providers and staff can help patients get started with the Canvas Patient App. It covers the app setup process, how patients can log in, view their upcoming appointments, communicate securely with the clinic, and access key parts of their medical record. Designed for clinical and administrative teams supporting patient onboarding.

What You’ll Learn

  • How to set up and enable the Patient App for your practice

  • Steps to guide patients through logging in and accessing their account

  • Viewing and managing appointments through the app

  • Messaging the care team securely

  • Accessing visit summaries, labs, and health information

Key Takeaways

  • The Patient App gives patients easy access to appointments, records, and communication tools.

  • Helping patients download and log in correctly reduces support requests.

  • Secure messaging and record access enhance patient engagement and satisfaction.

  • Staff should ensure patient emails and contact details are correct before enabling app access.