Solutions / Software & Platform / Patient Portal
Software & Platform
Let patients do it themselves, at 9pm
Most of what your front desk handles on the phone could be done by the patient at a time that suits them. The portal covers booking, intake, statements and payments, which takes a large share of routine calls off your team.
Core capabilities
What patients can do
Book and reschedule
Against real availability, with the rules you set about how far ahead and what appointment types are self bookable.
Complete intake before arriving
Forms filled at home, flowing straight into the record. No clipboard, and no re-keying by your staff.
See and pay statements
Clear balances with online payment, which is the single biggest driver of faster patient collections.
Message the practice
Routine non urgent questions handled in writing rather than tying up the phone.
View their documents
Results and letters released to them when your practice chooses to release them.
Set up payment plans
Where you allow it, patients can spread a balance rather than avoiding the bill entirely.
How it works
Rolling it out
Decide what patients control
Which appointment types are self bookable, what gets released automatically, and what stays with your staff.
Brand it as your practice
Patients should see your practice, not a vendor. The portal carries your name and look.
Invite your patients
Existing patients invited in batches rather than all at once, so your front desk is not overwhelmed with setup questions.
Review what changed
Call volume, no show rate and patient collections, measured before and after so you can see whether it worked.
What changes
What it changes
The point is not the technology. It is what your front desk stops having to do.
Fewer routine calls
Booking, balances and forms are the three most common reasons patients call. All three move to self service for the patients who prefer it.
Faster patient payments
Patients pay online sooner than they pay a mailed statement. Patient balances are a growing share of practice revenue and the slowest to collect.
Cleaner intake data
A patient typing their own insurance details makes fewer errors than a staff member reading them from a phone call.
Human oversight
Where the person comes in
The portal is a channel, not a decision maker. Clinical results are released when your practice chooses to release them, messages route to a person, and nothing about a patient’s care is automated.
That boundary is deliberate and we hold it across every agent we run. AI prepares and flags. A trained person reviews and decides, and is accountable for the result.
- Your practice controls what is released and when
- Patient messages are answered by people
- No clinical information is auto released without your rule
- Patient data handled under HIPAA-compliant processes
Questions
Answers, straight
Do patients have to use it?
No. It runs alongside the phone rather than replacing it. In practice, the patients who prefer self service move over quickly and the rest keep calling.
Is it included in the platform price?
Yes. The portal is part of the $250 per month platform, with no per patient charge.
Can we control what patients can book?
Yes. You set which appointment types are self bookable, how far ahead, and what needs to go through your staff.
Does it work on a phone?
Yes. Most patients use it on a phone, which is why booking and paying are built to work there first.
Practice Claim handles patient financial and clinical data under HIPAA-compliant processes. We do not claim certifications or accreditations the company does not hold.
Ready to see what you are leaving uncollected?
Book a free consultation. We will review a sample of your claims and show you where the revenue is going.