When you are logged into your clinical system, Patchs Single Sign On (SSO) allows the Patchs toolbar to log you into Patchs automatically. It also enables you to receive message notifications on the Patchs toolbar.
Related guidelines:
- How to Install the Patchs Toolbar
- How to Enable the New Version of the Patchs Toolbar
- How to Enable Auto-Start on Login for the Patchs Toolbar
- How to Use the Patchs Toolbar
How to set up Single Sign On (SSO)
To set up Patchs (SSO) you should:
- Log into Patchs as usual
- From the menu under Admin or your practice/ user name, navigate to Toolbar Settings (previously known as Single Sign On Settings)
- You will be taken to the Set up Single Sign On with Patchs Toolbar page.
- Log into your clinical system as the user you would like to link your Patchs account to.
- If you have set up SSO previously you will need to reset the toolbar by clicking the 'Reset Toolbar' button
- From Patchs, click on the Setup Single Sign On button.
(You may be shown a pop-up asking to open 'Patchs Toolbar'. If so, click 'Open'.) - If successful, the Patchs Toolbar will open and log in.
- You will then be able to use your clinical system to log in to Patchs through the Patchs Toolbar.
Meaning that whenever you are logged into your clinical system, the Patchs toolbar will open Patchs automatically.
Can I toggle between the old and new version of the Toolbar?
Yes, depending how you want to use the Toolbar, you can always choose between these options:
- Open each message in a new browser tab (old version)
- Have a popup within the same window for messages and video consultations (new version)
To do that, please follow these steps: