Home → Features → Patient self-service
Patient portal software with no app to download
Patients open a browser link and handle the admin themselves: intake forms, signed documents, outstanding invoices and appointment requests. Nothing to download, and your front desk stops retyping information the patient already gave you.
Access through a link, not an app store
Adoption dies at the download screen. The portal runs in whatever browser the patient already has open.
- Secure browser access with no installation
- Patient reviews and updates their own contact details
- Medical background and history visible to the patient
- Portal language per patient: English, Spanish, Portuguese or German
- Works the same on a phone as on a desktop
- Access enabled or revoked per patient by your staff
Intake finished before the patient arrives
Forms filled at home land straight in the chart. The waiting room stops being a data entry queue on a clipboard.
- Pre-visit questionnaires tied to a specific appointment type
- Answers written into the chart, not into a separate inbox
- Consent forms reviewed and signed remotely
- Handouts and post-visit instructions published to the patient
- Patients upload their own images, reports and PDFs
- Kiosk check-in at the door for anything left unfinished
Outstanding balances paid without a phone call
A self-pay practice lives on collections. Giving patients a link that pays the invoice beats chasing a check.
- Open invoices visible and payable online
- Stripe, PayPal and MercadoPago for portal payments
- Remaining sessions on a prepaid package shown to the patient
- Payment history and receipts available for download
- Estimates approved by the patient before treatment starts
- Deferred payment schedules visible to both sides
Appointment requests that reach the right calendar
Requests arrive attached to the patient record, with the service and provider already chosen.
- Patients request appointments from inside the portal
- Requests routed by service, provider or location
- Confirmation and reminders by email, SMS or WhatsApp
- Cancellations free the slot and trigger the waitlist
- Recall notices for patients due for a follow-up
- Satisfaction survey after the visit closes
The portal is only as good as what you publish to it
Nothing appears to the patient unless your team shares it, which is deliberate. Clinics that publish results, invoices and instructions consistently see far fewer inbound calls. Clinics that turn it on and forget it see none of that.
Questions we get asked
Is there a mobile app?
No, and that is on purpose. The portal is a responsive web page, so there is nothing for the patient to install or update.
Can patients message my clinic through the portal?
The portal is built around forms, documents, payments and appointment requests rather than open messaging threads.
Do patients see everything in their chart?
Only what you publish. Internal notes stay internal unless a staff member shares the document or result.
Does the portal cost extra?
It is part of the platform, included from the $49 per month annual plan onward.
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