🏥 Patient Portal
Patients, or parents for a child, use the portal at /patient-portal to see their visits, send documents, message the practice, and pay.
Signing in
- Patients sign in with Google. The Google account's email must be the email on the patient's record at the practice.
- A patient whose email is on an active record can sign in straight away. Create an account is optional: it checks the email and date of birth on the record, and it is where a parent agrees to appointment reminders by text message. Reminders go only to patients who agreed.
- When one email is on several records (for example, a parent of two children), a Viewing picker in the header switches between them, and every tab shows the child chosen. The choice is kept until the browser is closed.
What patients see
| Tab | What it does |
|---|---|
| Home | Upcoming visits, unread messages, and documents waiting for the practice, with a link to join the video room for the next visit. |
| Documents | Upload an insurance card, photo ID, medical records, an authorization letter, lab results, or another document (PDF, JPG, or PNG, up to 10 MB). It shows as pending in the portal and appears on the patient's chart under Documents. |
| Appointments | Upcoming and past visits. Request asks the practice for a visit on a chosen date, time, and type. When the practice publishes its providers' hours, the first open times are offered. |
| Progress | The patient's goals and progress graphs. |
| Home Program | Materials the practice shares. The patient marks each one as reviewed. |
| Billing | The balance due after insurance and payments, a dated list of the visits, insurance payments, adjustments, card payments, and refunds behind it, and the insurance on file. Pay pays the whole balance; Pay a different amount pays part of it, up to the balance. Either opens a secure card payment page (Stripe) once the practice has set up patient payments; the payment goes to the practice's own Stripe account. While a payment is in progress, only the rest of the balance can be paid; Cancel this payment, or leaving the payment page without paying, makes the whole balance payable again. After paying, the patient returns to Billing with the payment shown. |
| Messages | Send a message to the practice about General, Front desk, or Billing questions. |
For the practice
- A patient needs their email on an active record to use the portal.
- Uploaded documents appear on the patient's chart under Documents.
- A visit request appears in the Visit requests list on the practice's Schedule, where staff confirm it (choosing the staff member and time) or decline it.
- A message arrives as a notification titled with its topic. Billing messages go to billing staff and coders (to the administrators when the practice has none); General and Front desk messages go to the administrators, office managers, and front-desk staff.