Once the code has been sent the patient will receive an invite email or you can direct them to the sign in page and read the code off to them. This code is going to link their portal to your instance to allow for sharing of documents.
Sign up Process
The first thing the patient will be presented with is a sign up page where they will enter relevant information and enter their code.
After they sign up, that's it. Your patients can now access the portal whenever they like. Upon next login they will be presented with a login screen as opposed to a sign up screen.
After they login they will be able to navigate between relevant items of their facesheet such as contacts, medications, etc. They will also be able to manage documents.