Give invited clients a branded place to see appointments, complete assigned forms and assessments, and view invoices. Your practice controls access and online booking rules.
Client-facing previews use the actual portal screen components with fictional data. Online service access is shown separately in practice settings.
Configure client access and choose which services appear for online booking. Keep the client-facing offer separate from the full service catalogue, and manage invitations and access from the client directory.
Set how far ahead clients can book, the minimum notice required, and when appointment changes are allowed. Eligible clients book with their assigned practitioner and can reschedule or cancel within your rules.
The separate, practice-branded client portal brings appointments, assigned forms and assessments, and invoices together. Clients can submit responses and use a payment action when an invoice has a supported checkout link.
The existing-client portal books with the client's assigned practitioner and eligible services. It is not an unrestricted practitioner directory. Online booking must be enabled for the client to use it.
No. The public booking page is a separate entry point. The portal is a signed-in experience for linked clients, with their appointments, assigned forms and assessments, and invoices.
An invoice shows a payment action when a supported checkout link is available. Invoices without one can still be viewed; the portal does not create a payment option for every invoice automatically.
Explore Patient Portal in the context of your whole practice.
