Patient portal
Personal, by phone. Paperwork, by portal.
Your patients already trust you to pick up the phone — keep doing that. The portal is the optional, quiet place for everything else: upcoming visits, arrival details, any forms they still owe you, and their invoices and receipts. Invite whoever wants it; nobody who doesn't loses a thing. Off until you turn it on, and clinical records stay staff-only.
Staff-approved, not open self-linking
Staff-approved patient portal invites, not open self-signup.
A staff-generated invite link from the patient's own page grants access — short-lived and tied to one email address, so accepting it requires signing in (or up) with the matching email before it links to that patient record.
Everything in one calm place
Upcoming visits, forms, and billing history — and nothing clinical.
The portal launches with exactly what a patient actually needs before a visit: their appointments and arrival details, any forms still waiting on them, and their invoices and receipts — with a way to pay online when your practice takes card payments. Session notes, charts, and other clinical records are explicitly denied to a patient-portal account, regardless of what else it can see.
One account, every practice
One patient login across multiple practices, kept separate.
A single sign-in can be linked to a patient record at more than one organization — say, family members seeing different providers — with each practice's calendar kept in its own space so they never feel merged together.
Patient portal questions, answered.
Can patients see their clinical notes in the portal?
No. Session notes, charts, and other clinical records are explicitly denied to a patient-portal account, regardless of what else it can see — the portal shows appointments, arrival details, outstanding forms, and billing — never clinical content.
How does a patient get access to the portal?
Through a staff-generated invite from the patient's own page — short-lived and tied to one email address, so accepting it requires signing in with the matching email before it links to that patient's record. Patients can't create their own portal access unprompted.
Can patients book or reschedule appointments through the portal?
By default the portal shows a patient their upcoming and recent appointments, arrival details, outstanding forms, and invoices. Self-service booking through the portal is something a practice can enable as part of its online-booking setup, separate from turning the portal itself on.
Can patients see their billing history or pay online?
Yes, when your practice uses invoicing: patients can view and download their invoices and receipts, and — if you've connected card payments — pay an invoice or manage a saved card. Practices that don't use invoicing never show any of it.
Is the patient portal required to fill out an intake form or book online?
No. It's a separate, optional feature — patients can complete forms and use the public booking link without ever creating a portal account.
Can one patient login work across more than one practice?
Yes. A single sign-in can be linked to patient records at more than one organization — for family members seeing different providers, for example — with each practice's calendar kept in its own space rather than merged together.